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UAT Lead, Payments
Cognizant
Toronto, ON
- Full-time
As a UAT Lead, Payments, you will make an impact by leading the end-to-end delivery and successful execution of User Acceptance Testing across complex payment initiatives. You will work…
Added 13 mins ago
CI
Network Administrator
Compugen Inc
Canada
- Full-time
Working within a managed services environment, the Network Administrator collaborates with other service delivery teams to troubleshoot incidents, implement changes, support projects, and…
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Summer Intern (Veterinary Student)
TELUS Agriculture & Consumer Goods
Okotoks, AB
- Temporary
…with particular expertise in beef cattle production and health management. We're building a unified, trusted, and sustainable value chain that enables efficient production and logistics…
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T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
…mapping and reconciliation activities, supporting regulatory and management reporting, and contributing to strategic transformation programs involving General Ledger (GL), finance…
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Specialist Software Development-CA
CN
Quebec, QC
- Full-time
…commitment, as well as leveraging expertise and skill set to achieve delivery goals. The role contributes to the whole solution by analyzing functional specifications to identify the best…
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Pharmacy Assistant Manager Relief
Sobeys
ON · Ontario, Canada
- Full-time
…efficiencies, and professional clinical services (disease state management, medication reviews and adherence, health risk assessments, injections/vaccines…
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Coffee - Coffee Bar Server
Safeway Canada
Lloydminster, AB
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
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Gestionnaire de Projets Municipal / Project Manager Municipal
Veolia | North America
Montreal, QC
- Full-time
…218,000 employees. Specializing in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration,…
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Meat - Manager Meat
Sobeys
Quispamsis, NB
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
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Material Handler
Veolia | North America
Guelph, ON
- Full-time
…218,000 employees. Specializing in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration,…
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Senior Commercial Advisor
SYSTRA Canada
Toronto, ON
- Full-time
10+ years of progressive experience in commercial management, contract management, project controls, procurement, or major project delivery, including experience on large-scale…
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Coffee - Coffee Bar Server
Safeway Canada
Thunder Bay, ON
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 13 mins ago
SC
In Store Bakery - Baker/On Job Training SW
Safeway Canada
Lloydminster, AB
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 13 mins ago
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Service & Sales Lot Attendant
Dilawri Group of Companies
Vancouver, BC
- Full-time
…position supports the Service Department by preparing vehicles for delivery, assisting with vehicle movement, and ensuring the dealership grounds remain clean, safe, and…
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food service supervisor
Dairy Queen
Athabasca, AB
- Full-time
Supervise and check delivery of food trolleys
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Registered Nurse 4L Medicine
St. Joseph's Health Centre, Toronto
Toronto, ON
- Temporary
…teams to advocate for and promote wellness while ensuring the delivery of safe, effective and ethical nursing care. The RN shares his/her knowledge and expertise with others and contributes…
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Fraud Detection Analyst
Tangerine
Toronto, ON
- Contract
Identify, report and escalate emerging fraud trends and activities to management, sharing relevant information to support timely action.
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RPN General Internal Medicine
St. Michael's Hospital
Toronto, ON
- Temporary
…team to advocate for and promote wellness while ensuring the delivery of safe, effective and ethical nursing care. The RPN shares his/her knowledge and expertise with others and contributes…
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Senior Producer, Local Video Development (English Services) (Telework/Hybrid)
Radio-Canada
Toronto, ON
- Full-time
Recommend and participate in the delivery of training, workshops and editorial resources that strengthen storytelling across the network.
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Data Governance Business Analyst
Raise
Calgary, AB
- Full-time
…ideal candidate will bridge the gap between technical data management and business operations to drive data governance…
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Senior Digital Product Owner, Scotia Wealth Management
Scotiabank
Toronto, ON
- Full-time
As part of the Global Wealth Management Digital team the Senior Digital Product Owner, Scotia Wealth Management has passion and drive to enhance the best in class experience our clients…
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Manager Business Communications Partner (Temporary 6-months)
CN
Montreal, QC · Greater Montreal Metropolitan Area
- Temporary
Manage the timely, cost-effective delivery of innovative communication campaigns, overseeing the complete quality assurance and Senior Manager sign-off workflow
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Produce - Clerk Produce
Sobeys
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
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Customer Fulfillment Representative
Veolia | North America
Oakville, ON
- Full-time
nearly 218,000 employees. Specializing in water, energy, and waste management. Veolia Group
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In Store Bakery - Clerk Department Second Bakery
Sobeys
New Glasgow, NS
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…

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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