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Added 10 mins ago
AC
D365 F&O Functional Analyst
Aston Carter
Richmond, BC
- Contract
The D365 F&O Functional Analyst is responsible for the day-to-day administration, support, and continuous improvement of the Dynamics 365 Finance & Operations platform. This role manages…
Added 25 mins ago
Senior Analyst, Finance
Henkel group
Mississauga, ON
Minimum 3 years of Finance or Business Administration experience.
Added 1 hour ago
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Global Payroll Transformation Business Analyst
Hays
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
6+ years of Business Analyst experience supporting complex HR, Payroll, Finance, ERP, or enterprise transformation initiatives.
Added 1 hour ago
EG
Tax Analyst - SR&ED
EVAMAX GROUP | Maximize Innovation Funding | SR&ED & Grants
Oakville, ON
- Full-time
If you are professional Public Accounting /Taxation /Consulting experience or Business Graduate with industry experience, excellent written & verbal communication skills this role might be…
Added 1 hour ago
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Cost Analyst II
Worley
Calgary, AB · Edmonton, AB
- Full-time
…through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating complexity as they meet today's needs and transition…
Added 1 hour ago
H
Consultant Business Systems
HSBC
Toronto, ON
- Full-time
Work closely with the Team Lead/ Business Analyst/ Project Manager, assisting with the requirements gathering process and support business user’s queries
Added 1 hour ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
Our Retirement & Wealth business serves over 6M customers worldwide, is a key contributor to GWAM earnings and is well positioned in all of our key markets.
Added 1 hour ago
NE
Senior QA Analyst (12 months Contract)
Nelson Education LTD
Remote, Canada
- Contract
- Remote
The Senior Quality Assurance Analyst works closely with product, development, design, infrastructure, and other QA team members to deliver reliable and accessible digital learning products.…
Added 2 hours ago
TR
Policy Analyst, Government Relations (CONTRACT POSITION)
Toronto Regional Real Estate Board
Toronto, ON · North York, ON
- $20 to $23 CAD / hour
- Contract
The Policy Analyst, Government Relations will be responsible for researching legislative and government policy issues related to TRREB’s government relations program, preparing detailed…
Added 2 hours ago
IG
Digital Product Manager
Insight Global
Toronto, ON
- $70 to $78 CAD / hour
- Contract
…executing and delivering on an established roadmap for a digital business banking product, ensuring successful partner and technology integration with the platform. This role will be 20%…
Added 2 hours ago
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Analyste financier.ère senior | Senior Financial Analyst
L'Oréal
MB · Saint-Laurent, MB
- Full-time
Analyse financière : Expérience démontrée en modélisation budgétaire et analyse des écarts industriels, avec la capacité de vulgariser les indicateurs financiers auprès d'équipes terrain.
Added 2 hours ago
HI
CAN – IT – Bus Systems Analyst III
HRbrain Inc.
Toronto, ON
- Full-time
Sound understanding of business supported Performs work on all aspects of the system analyst process from end to end.
Added 2 hours ago
HI
CAN – Business Analyst IV
HRbrain Inc.
Toronto, ON
- Full-time
Effectively challenge, propose and champion projects to improve efficiencies, in order to provide more effective business support.
Added 2 hours ago
HI
Change Analyst
HRbrain Inc.
Toronto, ON
- Full-time
We are looking for Change Managers with experience in People change management and HR change processes. They will be coordinating with GHR teams, HRBPs (Human Resource Business Partners),…
Added 2 hours ago
A&
Associate, Restructuring
Alvarez & Marsal
Toronto, ON
- Full-time
…the strategy, to cash conservation/liquidity management, to business plan development and implementation - providing you with a wide range of experiences and projects. Leveraging your…
Added 2 hours ago
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Analyst, HR Service Center, Benefits and Absences
Couche-Tard
Laval, QC
- Contract
DEC in Administrative Techniques, Accounting and Management, Finance, Business Administration, Human Resources, or another related field, or equivalent experience.
Added 2 hours ago
RP
Jr Project Controls Analyst
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
Post-secondary degree in Business, Accounting, Finance, or a related combination of education and experience.
Added 2 hours ago
AT
Credit Analyst / Analyste Crédit
Allianz Trade in North America
Montreal, QC
- Full-time
3 -5 years experience in credit analysis, financial management, accounting, business analysis or related fields
Added 2 hours ago
B+
Accounting Analyst
Bausch + Lomb
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Accounting Analyst, reporting directly to the Senior Manager, General Accounting, is responsible for processing monthly, quarterly, and annual accounting activities. In this role, the…
Added 2 hours ago
GC
Reporting Analyst
Grainger Canada
Vaughan, ON
- Full-time
Bachelor's Degree Business, Data Analytics, Statistics, Math, or related field. required Working experience across the entire Power Platform (e.g., PowerApps, Power Automate, Power BI).
Added 3 hours ago
E
Finance Business & Data Analyst
eTeam
Montreal, QC
- Contract
The Finance Business & Data Analyst will be a key contributor to the FDO team in Montreal, focusing on the hands-on development of SQL scripts and the implementation of Data Quality Rules…
Added 3 hours ago
SP
Application Support Analyst
Spark Power ⚡
Mississauga, ON
- Full-time
Spark Power, a trusted partner in energy in North America, is seeking a Application Support Analyst Reporting to the Manager, Enterprise Applications, the Application Support Analyst…
Added 3 hours ago
GC
Product Information Analyst (12-month Contract)
Grainger Canada
Vaughan, ON
- Full-time
…depending on factors such as geographic work location, relevant experience and individual skills. The stated range is a reasonable estimate and may change over time; final compensation may…
Added 3 hours ago
UO
Data Analyst
University of Victoria
Victoria, BC
- Full-time
This position requires a level of education, training, and experience equivalent to a bachelor’s degree in a relevant field (such as data analysis, business administration, health…
Added 3 hours ago
Inventory Control Analyst
Tigercat | MacDonald Steel
Brant, ON
The Inventory Control Analyst is responsible for reviewing and improving inventory control processes and for ensuring inventory levels are maintained at optimal levels to support production…

Richardson Wealth Ltd

Managed Accounts Analyst

Toronto, ON, Canada

The expected annualized base salary range for this role is $60,000-$70,000.

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Job details

Pay: The expected annualized base salary range for this role is $60,000-$70,000.
Experience: 1–3 years of experience in a Separately Managed Account (SMA) or Unified Managed Account (UMA) program.
Posting language: English
Posted: Nov 3, 2026

Original job description

Who We Are:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview

Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group. The ideal candidate will have a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints.

This is an existing vacancy

Duties and Responsibilities

Trading and Modeling: Implementing model changes from Investment Advisors and third-party sub-advisors
Data Reconciliation & Reporting: Managing data transmission workflows, identifying and resolving discrepancies between custodial systems and the trading platform, ensure timely resolution
Account Management Support: Assisting with daily service requests, clearing debits, and processing FX conversions.
Compliance & Risk Oversight: Conducting post-trade review and auditing client holdings against model weights.
Advisor Team Support: Monitoring incoming inquiries, providing first-point troubleshooting, and escalating unresolved issues as needed.
Other Duties: perform additional duties as assigned

Qualifications

1–3 years of experience in a Separately Managed Account (SMA) or Unified Managed Account (UMA) program.
Strong service orientation, demonstrated through professional client interactions and high-quality service delivery.
Experience with portfolio management tools or Envestnet is an asset.
Proficiency in Microsoft Office Suite.
Ability to work independently with minimal supervision.
Strong attention to detail and accuracy.
Excellent organizational, interpersonal, written, and verbal communication skills.
Ability to perform effectively under time constraints and high-volume workloads.
Flexible, proactive, and a strong team player.

Education

Investment Representatives Licensed preferred
An undergraduate degree in Math, Business or Computer Science preferred

The expected annualized base salary range for this role is $60,000-$70,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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More about this job

Responsibilities

The incumbent will manage account data, execute trading operations, and ensure accurate data reconciliation between custodial systems and trading platforms. Additionally, they will provide support for service requests, conduct compliance audits, and assist advisor teams with troubleshooting inquiries.

Requirements

Candidates should have 1–3 years of experience in SMA or UMA programs and possess strong organizational and client-service skills. An undergraduate degree in Math, Business, or Computer Science and professional investment representative licensing are preferred.

Skills

Account data management
Trading operations
Investment markets
Data reconciliation
Portfolio management
Envestnet
Microsoft Office Suite
Compliance
Risk oversight
Client service
Troubleshooting
Communication skills
Attention to detail
Organizational skills

Benefits

Performance-based incentive plan
Comprehensive health & dental benefits
Group RRSP matching plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Managed Accounts
Wealth Management
Trading
Data Reconciliation
SMA
UMA
Envestnet
Portfolio Management
Compliance
Risk Oversight
Investment Advisors
Client Service
Microsoft Office
Financial Services
Reporting
FX Conversions
Model Weights
Auditing

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