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Business Systems Analyst - Guidewire
Co-operators
Calgary, AB
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 3 mins ago
MC
Commercial Analyst
Meridian Credit Union
Guelph, ON · London, ON
- $52,000 to $75,000 CAD / year
- Full-time
Post-secondary education or related job training, with detailed knowledge of financial accounting and lending principles (Bachelor of Commerce, Business, Finance & Accounting, or other…
Added 3 mins ago
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Analyste En Information Financière
Aston Carter
Montreal, QC
- $55 to $59 CAD / hour
- Contract
This Financial Reporting Analyst role supports the development of new financial products by leading both financial reporting and post-development testing activities. You will work closely…
Added 18 mins ago
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Technical Business Systems Analyst, AML
Yochana
Toronto, ON
- Contract
We are seeking a Technical Business Systems Analyst to join our Anti-Money Laundering (AML) team. The ideal candidate will have an AML background within the banking or financial services…
Added 18 mins ago
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T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
We are seeking a highly analytical and technically skilled Senior Data Analyst / Business Analyst to support enterprise finance and regulatory data initiatives. The successful candidate…
Added 18 mins ago
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Fraud Detection Analyst
Tangerine
Toronto, ON
- Contract
The Fraud Detection Analyst contributes to the overall success of the Tangerine Fraud Operations Team in Canada by detecting, investigating and mitigating potentially fraudulent activity…
Added 18 mins ago
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Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
The Financial Reporting team within the VP Finance & Services is currently seeking a Full-time Regular Analyst, Financial Reporting.
Added 18 mins ago
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Corporate Financial Analyst
Family Innovation Corp.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…multiple services, including estate planning, risk management, financial counsel, trusteeship, investment advice, and other…
Added 18 mins ago
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Corporate Financial Analyst
Family Innovation Corp.
Vancouver, BC
- Full-time
…multiple services, including estate planning, risk management, financial counsel, trusteeship, investment advice, and other…
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Financial Analyst
Smart & Biggar
Ottawa, ON
- Full-time
Smart & Biggar is currently looking for a Financial Analyst to join our National Finance Team.
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Senior Financial Analyst
TMX Group
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
The Senior Financial Analyst serves as a vital Finance Business Partner to Capital Formation business leaders, driving impactful financial planning, analysis, and strategic decision…
Added 18 mins ago
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Senior Financial Analyst
Clio
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
We are currently looking for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. This position reports to the Manager, FP&A.
Added 18 mins ago
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Financial Analyst
Arbutus Properties
Vancouver, BC
- Full-time
We're hiring a Financial Analyst to support the day-to-day management of our loan portfolio and lender relationships. This is a hands-on role for a detail-oriented team member who will…
Added 33 mins ago
HI
Risk Analyst
HRbrain Inc.
Toronto, ON
- Full-time
– Practical knowledge and experience in financial data mapping concepts and processes
Added 33 mins ago
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Internal Controls Governance Analyst - 12-month Contract
Zurich Canada
Toronto, ON
- Full-time
Zurich Canada is currently looking for an Internal Controls Governance Analyst, for a 12-month contract, to support the administration, governance and continuous improvement of our Internal…
Added 33 mins ago
HI
Risk Analyst
HRbrain Inc.
Toronto, ON
- Full-time
As Senior Analyst, Third Party Risk Reporting & Compliance, you are expected to fully support the Sr. Manager, Reporting & Compliance with comprehensively executing against quarterly…
Added 33 mins ago
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Accounting Manager
Brickeye
Toronto, ON
- $80,000 to $120,000 CAD / year
- Full-time
Partner with the CFO and Financial Analyst on reporting, budgeting, forecasting, board materials and investor or lender requests, turning the numbers into insight leadership can act on
Added 33 mins ago
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Bilingual Fraud Analyst - Cards
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
The Fraud Analyst – Cards, will conduct investigative analysis to identify, assess, decision and report on activity that indicates an exposure to financial crimes. The incumbent will manage…
Added 33 mins ago
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Senior Financial Analyst, Supply Chain
Scarborough Health Network
Toronto, ON · Consilium Place
- Full-time
Job Number: JR107573
Job Title: Senior Financial Analyst, Supply Chain
Union:
Union:
Job Category: Professional
Hospital Location: Consilium Place
Job Type:…
Added 33 mins ago
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Senior Business Systems Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
As a Senior Business Systems Analyst, you will own requirements for business-critical initiatives and connect strategy with delivery for the products our customers and advisors rely on. You…
Added 33 mins ago
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Program Manager, Carrier Operations & Governance
Twilio
Remote, Canada
- Full-time
- Remote
Join Twilio as a Program Manager, Carrier Operations & Governance - a tech-forward business analyst and program manager within a brand-new function built from the ground up to reshape how…
Added 48 mins ago
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Pricing Analyst--Analyste de la tarification
Kelly Professional & Industrial
Montreal, QC
- Full-time
Our client, a leading multinational aerospace manufacturer, is seeking an experienced Pricing Analyst to support pricing strategy, cost analysis, and data management for aircraft engine…
Added 48 mins ago
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Bilingual Lease Analyst (FR/ENG)
BGIS
Toronto, ON
- Full-time
The Lease Analyst, in conjunction with our RealLease technology platform, supports our clients nationwide in effectively and efficiently managing their leased portfolios. From abstracting…
Added 48 mins ago
Accounting Analyst
Bausch+Lomb Companies Inc.
Toronto, ON · CAN-OT-Toronto, AB
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 48 mins ago
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Senior Business Analyst – Financial Services / Platform Transformation
Recrute Action
Toronto, ON · Waterloo, Toronto, Ontario
- Contract
8+ years of overall IT industry experience, including 5+ years in a Business Analyst, Business Systems Analyst, Technology Business Systems Analyst, or IT Business Analyst capacity…

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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