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Added 1 min ago
CO
RCMP Community Engagement
City of Cranbrook
Cranbrook, BC
- Full-time
Under the direction of the Detachment Commander and Municipal Operations Manager, the Community Engagement Coordinator position leads, develops, promotes, evaluates and coordinates crime…
Added 1 min 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 1 min ago
TC
Human Resources Lead
The Corporation of The City of Victoria
Victoria, BC
- Other
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Added 16 mins ago
MG
Gestionnaire, Maintenance / Manager, Maintenance
Medicom Group
Montreal, QC
- Full-time
En assurant le suivi de l'avancement des opérations de maintenance.
Added 16 mins ago
S
Pharmacy Assistant Manager Relief
Sobeys
ON · Ontario, Canada
- Full-time
…customer service, workflow efficiencies, and professional clinical services (disease state management, medication reviews and adherence, health risk assessments, injections/vaccines…
Added 16 mins ago
MP
Donor Relations Coordinator
Mission Possible
Vancouver, BC
- Part-time
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Added 16 mins ago
CH
Administrateur de bureau
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Dorval, QC
- Full-time
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Western Canada Compliance Manager
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Calgary, AB
- Full-time
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Added 16 mins ago
BC
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Bechtel Corporation
Calgary, AB
- Contract
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Added 16 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Lasalle, 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 16 mins ago
FU
Facilities Manager
First United Church Community Ministry Society
Vancouver, BC
- Full-time
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Added 16 mins ago
MP
Team Lead Pharmacist
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- Full-time
As a member of the MediSystem Site Operations Supervisory Team, reporting directly to the Operations Manager, the Pharmacist Team Lead will play a critical role to meet established quality…
Added 16 mins ago
R
Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
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- 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 16 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
AAPS Salaried - Information Services, Level A
Added 16 mins ago
TG
Senior Manager, Applications and Engineering
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Toronto, ON
- Full-time
The Senior Manager, Applications and Engineering oversees the end-to-end technical operations, support, and development for core Transfer Agency record-keeping and processing platforms.…
Added 16 mins ago
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Personal Banking Associate Trainee - O'Brien, VSL (Full-time, 37.5h/week)
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- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 16 mins ago
T
Customer Experience Associate - Côte-Saint-Luc
TD
Côte-Saint-Luc, QC
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…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 16 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Red Deer, AB
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 16 mins ago
CS
Assistant Store Manager
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AB · CrossIron Mills
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Added 16 mins ago
CB
Supply Chain Project Manager - M&E
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Supply Chain Project Manager - MV/Cable
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Manager, DevSecOps
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Added 31 mins ago
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Gestionnaire des opérations éoliennes - Dégélis, QC (Degelis, Quebec, CA, G5T 0C1)
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- Full-time
Wind Site Operations Manager - Degelis (3 hours from Quebec)
Added 31 mins ago
AC
Customer Service Agent - Claims
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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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