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Marketing Specialist
Numeris
Toronto, ON
- Contract
Support the Content Manager in the development, production, and distribution of marketing and communications materials, including email campaigns, webinar invites, and newsletters.
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Assistant Rooms Operations Manager
Marriott
Vancouver, BC
- Full-time
2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; 2 years experience in the guest services, front desk,…
Added 14 mins ago
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Maintenance and Reliability Manager
Agropur
Boisbriand, QC
- Full-time
The Maintenance and Reliability Manager is responsible for ensuring the availability, performance and reliability of the distribution centre’s automated equipment, building infrastructure…
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Manager, Enterprise Risk - Internal Audit & Controls
MNP
Winnipeg, MB
- Full-time
Make an impact with our Enterprise Risk - Internal Audit & Controls team as a Manager. This diverse team of professionals utilizes leading-edge industry knowledge to assist clients in…
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Manager, National Tax Services
MNP
Langley (District), BC · Maple Ridge, BC · Vancouver, BC · BC · Markham, ON · Toronto, ON · ON · Surrey, BC · Langley, BC · Mississauga, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
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Analyst, Asset Management
Dream
Saskatoon, SK
- Full-time
…under management in North America and Europe. Our scope of business includes asset management and management services for four publicly listed…
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PT Gas Bar Clerk (Warman Gas #434) Warman, SK - Saskatoon Co-op
Co-op
Warman, SK
- Part-time
Saskatoon Co-op is here to serve our members with products and services that help build, feed and fuel individuals and communities. We are a different kind of business; being member-owned…
Added 14 mins ago
C
PT General Clerk (Watrous Gas #436) Watrous, SK - Saskatoon Co-op
Co-op
Watrous, SK
- Part-time
Saskatoon Co-op is here to serve our members with products and services that help build, feed and fuel individuals and communities. We are a different kind of business; being member-owned…
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3 PT General Clerk (Rosthern Hybrid #433) Rosthern, SK - Saskatoon Co-op
Co-op
Rosthern, SK
- Part-time
Saskatoon Co-op is here to serve our members with products and services that help build, feed and fuel individuals and communities. We are a different kind of business; being member-owned…
Added 14 mins ago
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Gas Bar Attendant -Strachan Gas Bar
Co-op
Medicine Hat, AB
- Part-time
South Country Co-op is here to serve our members and customers with products and services that help build, feed, and fuel individuals and communities. We are a different kind of business;…
Added 14 mins ago
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PT Clerk Cashier (Attridge Food #435) Saskatoon, SK- Saskatoon Co-op
Co-op
Saskatoon, SK
- Part-time
Saskatoon Co-op is here to serve our members with products and services that help build, feed and fuel individuals and communities. We are a different kind of business; being member-owned…
Added 14 mins ago
C
Gas Bar Attendant-Brooks Gas Bar
Co-op
Brooks, AB
- Part-time
South Country Co-op is here to serve our members and customers with products and services that help build, feed, and fuel individuals and communities. We are a different kind of business;…
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Business Operations Manager
Cooke Inc.
Stellarton, NS
We are looking for an experienced Business Operations Manager to join our team in Stellarton, Nova Scotia. Reporting to the Senior Vice President of Global Logistics and Transportation,…
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Quality Analyst – Escape Management Specialist
RTX
Halifax, NS
- Full-time
…next-generation aircraft engines that power the world’s largest fleet of business, general aviation, and regional aircraft and…
Added 29 mins ago
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Manager, Student Programs & Professional Development
BC Legal Management Association
Vancouver, BC
- Other
Farris seeks a Manager, Student Programs & PD for its Vancouver office. In this role you will be responsible for all aspects of the student programs, including the recruitment and…
Added 29 mins ago
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Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Saint John, NB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 29 mins ago
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Senior Human Resources Generalist
Top Aces
Dorval, QC
- Full-time
…itself as the world leader in contracted adversary air (ADAIR) services and joint terminal attack controller (JTAC)…
Added 29 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 29 mins ago
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Program Manager, Major Projects.
Spark Power
AB · Edmonton, AB
- Full-time
During periods when this role is not directly executing an active project or program, the Program Manager, Major Projects is integrated into Spark Power's commercial operations, supporting…
Added 29 mins ago
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Application Support Analyst
Spark Power
Remote, Canada
- Full-time
- Remote
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 29 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Evening
Shoppers Drug Mart
Toronto, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 29 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 29 mins ago
Supply Chain Analyst - Data & Analytics
Freedom Mobile
North Vancouver, BC
At Freedom, we’re proud to be leaders in a movement that brings affordable wireless services to Canadians – we’re always on the lookout for go-getters that are committed to disrupt the…
Added 29 mins ago
Yard Shipper/Receiver
UFA Co-operative Ltd.
Ponoka, AB
Reporting to the Yard Manager, the Yard Shipper/Receiver plays a critical role in the day-to-day success of the Farm Store. In this hands-on role, you will receive and organize inventory,…
Added 29 mins ago
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Applied AI Engineer Intern
Plusgrade
Toronto, ON · CAN - Toronto
- Full-time
Our real-time inference services power machine learning across the entire business under strict latency SLAs, and we need someone who wants to take models out of notebooks and ship…

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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