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Added 1 hour ago
C
Analyst, HR Service Center, Benefits and Absences
Couche-Tard
Laval, QC
- Contract
Validate the integrity of benefits data, including insurance, retirement plans, group plans, the share purchase plan, and EAP.
Added 1 hour ago
AT
Credit Analyst / Analyste Crédit
Allianz Trade in North America
Montreal, QC
- Full-time
Added 1 hour 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…
Added 2 hours ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…above market retirement savings plan and market competitive group…
Added 2 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Mississauga, ON
- Full-time
…benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental…
Added 2 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
…above market retirement savings plan and market competitive group…
Added 2 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Moncton, NB
- Full-time
…benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental…
Added 2 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Guelph, ON
- Full-time
…benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental…
Added 2 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Toronto, ON
- Full-time
…benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental…
Added 2 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Burlington, ON
- Full-time
…benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental…
Added 2 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Calgary, AB
- Full-time
…benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental…
Added 2 hours ago
B
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 2 hours ago
FI
Corporate Financial Analyst
Family Innovation Corp.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…the desire to deliver the best quality work, improving the group’s overall performance and increasing its value-added…
Added 2 hours ago
FI
Corporate Financial Analyst
Family Innovation Corp.
Vancouver, BC
- Full-time
…the desire to deliver the best quality work, improving the group’s overall performance and increasing its value-added…
Added 2 hours ago
ZC
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 2 hours ago
M
Senior Business Systems Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Industry Experience: Individual insurance, annuities, group benefits, wealth, or banking; advisor-facing or customer-facing digital products; and policy administration or claims platforms.
Added 3 hours ago
B
Senior Servicing Analyst
BMO
Mississauga, ON · EXPL
- Full-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 3 hours ago
C
Business Systems Analyst - Guidewire
Co-operators
Calgary, AB · Moncton, NB · Burlington, ON · Guelph, ON · Mississauga, ON · Toronto, ON
- Full-time
…benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental…
Added 3 hours ago
B
Senior Analyst, Investment Platforms
BMO
Toronto, ON · FCP
- Full-time
Coordinate with Client Services group on account provisioning
Added 3 hours ago
B
Analyst, Investment Platforms
BMO
Toronto, ON · FCP
- Full-time
Coordinate with Client Services group on account provisioning
Added 3 hours ago
FC
Group, Administration II
First Canadian Financial Group
Edmonton, AB
- Full-time
First Canadian Group Benefits is growing nationally, and we're investing in the people, technology and capabilities that will support our next stage of growth.
Added 3 hours ago
PS
Analyst/Senior Analyst, Governance & Sustainability, Global Alpha
Public Sector Pension Investment Board
Montreal, QC
- Full-time
As an Analyst or Senior Analyst, Governance & Sustainability, Global Alpha, you will report to the Director, Sustainability & Active Ownership, and will be expected to demonstrate rigor,…
Added 4 hours ago
AC
Senior Financial Analyst, Financial Information and Controls
Alimentation Couche-Tard
Laval, QC
- Full-time
As part of Alimentation Couche-Tard's head office team, the Financial Information and Controls group plays a key role in the company.
Added 4 hours ago
I
Senior Business Analyst – ACMS Project
IntelliPro
St. John's, NL
- $70 to $75 CAD / hour
- Contract
Job Title: Senior Business Analyst – ACMS Project
Added 4 hours ago
T
TD Insurance, Vendor Analyst III
TD
Calgary, AB · Saint John, NB · Halifax, NS · Markham, ON · Montreal, QC
- Full-time
TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products…

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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