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Added 4 mins ago
PL
Project Manager - PL#60248
Peter Lucas
Halifax, NS
- Full-time
Track project expenditures, consultant invoices, and financial commitments to support budget management and reporting
Added 5 mins ago
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Associate, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
Markets financial institutions to increase order flow, volume and market information.
Added 5 mins ago
OR
Sr Specialist, Contact Center Operations & Training
OSL Retail Services Inc
Mississauga, ON
- Other
We are currently seeking Sr. Specialist, Contact Centre Operations & Training. Reporting to the Senior Manager, Customer Service, this role oversees outsourced omnichannel customer service…
Added 5 mins ago
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Indirect Tax, Recovery Data Analytics
PwC
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
…domestic projects as well as comprehensive restructuring and reporting value added tax…
Added 20 mins ago
EL
Medical Director - Oncology
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
…least 50% of the time), determined in collaboration with your manager and based on business…
Added 20 mins ago
B
T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
The candidate will play a key role in understanding financial data flows, performing data mapping and reconciliation activities, supporting regulatory and management reporting, and…
Added 20 mins ago
S
Meat - Manager Meat
Sobeys
Quispamsis, NB
- Full-time
The Meat Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 20 mins ago
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Assistant Store Manager - Metral Place Centre
RCL - Reitmans Canada Ltd/Ltée
Nanaimo, BC
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 20 mins ago
HP
Bus Driver/Shuttle Bus Operator
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Calgary, AB
- Full-time
Under the overall direction of the Transportation Manager operates Heritage Park's Shuttle Bus and Trolley Bus to transport staff, designated guests and articles within the Park as well as…
Added 20 mins ago
UO
Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
This position reports to the Manager, Financial Reporting, and will support the financial reporting team who are responsible for providing consultation and support services to the…
Added 20 mins ago
EC
Program Coordinator (Contract)
ECO Canada
Calgary, AB
- Contract
…participants further their career goals in the environmental industry. Reporting to the Senior Manager, Employment Programs, the successful candidate will have a passion for the…
Added 20 mins ago
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Gestionnaire de Comptes / Chargé de clientèle senior / Souscripteur
Atradius
Montreal, QC
- Full-time
The ideal candidate will have a Bachelor’s degree and 5+ years in business and financial analysis with a focus on client relations, preferably with experience in a trade credit insurance…
Added 20 mins ago
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Project Manager
ATS Corporation
Cambridge, ON
- Full-time
Working with the financial analyst, ensure all billings and invoicing is submitted on time. Ensure all project deliverables are accomplished and supporting documentation is prepared for…
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Senior Program Manager - Global Product Technology
lululemon
Vancouver, BC
- Full-time
As a Senior Program Manager, you will coordinate technology program delivery across multiple teams, managing dependencies and ensuring successful delivery of technical capabilities while…
Added 20 mins ago
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Senior Program Manager - Cybersecurity
lululemon
Vancouver, BC
- Full-time
As the Senior Program Manager, Cybersecurity, you will lead centralized program management and operational coordination across the Security Engineering & Architecture organization. You will…
Added 20 mins ago
BC
Director, Capital Markets - Capital Allocation & Management
BMO Capital Markets
Toronto, ON
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
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Indigenous Recruitment Specialist, Nîsôhkamâtotân Centre
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Reporting directly to the Manager of Nîsôhkamâtotân Programs and Services, this position is a member of both the Nîsôhkamâtotân Centre and the Student Recruitment team. The Indigenous…
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Data and Insights Analyst
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Performs and supports data reporting that inform admissions and student financial support policies, program efficacy assessment, program renewal, curriculum assessment, institutional…
Added 20 mins ago
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Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
…This role directly assists the Senior Co-ordinator and Senior Manager in ensuring data integrity and operational excellence across the corporate real estate…
Added 20 mins ago
UO
Communications Specialist
University of British Columbia
Vancouver, BC · UBCV | School of Population & Public Health (SPPH)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…of the ATM. They lead the planning, project management and reporting of communications strategies for the ATM (including consistent branding across all ATM products, website content,…
Added 20 mins ago
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Senior Financial Analyst
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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 20 mins ago
CB
Supply Chain Project Manager - M&E
Clark Builders
Edmonton, AB
- Full-time
Manage budget and financial reporting for each project; interpret and analyze reports for adherence to project budget, escalate findings as appropriate.
Added 20 mins ago
CB
Supply Chain Project Manager - MV/Cable
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Edmonton, AB
- Full-time
Manage budget and financial reporting for each project; interpret and analyze reports for adherence to project budget, escalate findings as appropriate.
Added 20 mins ago
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Senior Manager, Strategic Learning
BMO
Toronto, ON · FCP
- Full-time
…capabilities and experiences across Capital Markets. As a Senior Manager of Strategic Learning, you will partner closely with business leaders, HR, Communications and other key stakeholders…
Added 20 mins ago
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ServiceNow SAM Administrator - ITAM
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Toronto, ON · YNG
- Full-time
…management, product catalog management, exception management, reporting, and data…

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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