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Added 11 mins ago
SH
Case Coordinator
Southern Health-Santé Sud
Steinbach, MB
- Full-time
Find your rewarding career in a vibrant and diverse community within Southern Health-Santé Sud. Our organization is privileged to provide care for people at every point in their lives.
Added 11 mins ago
JR
Co Manager
JRoss Retail Recruiters
North Bay, ON
- $42,000 to $45,000 CAD / year
- Full-time
…collections. We are seeking an enthusiastic and hands-on Co-Manager who thrives in a creative, customer-focused retail environment. Working in partnership with the Store Manager, you will…
Added 11 mins ago
PL
Project Manager - PL#60248
Peter Lucas
Halifax, NS
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for an experienced Project Manager to join our team.
Added 11 mins ago
TC
Restaurant Management
The Canadian Brewhouse
Leduc, AB
- Full-time
Our Team is filled with people who are passionate about providing an above and beyond experience for guests. The goal is to strengthen the Canadian Brewhouse’s reputation with quality…
Added 11 mins ago
FH
RN, Cardiac Inpatient Units or Cardiac Interventional Day Care (DCIU; ICRU) - Cardiac Care Unit - Abbotsford Regional Hospital and Cancer Centre
Fraser Health Authority
Abbotsford, BC
- $41.42 to $59.52 CAD / hour
- Part-time
Participates on nursing committees, care conferences and councils as assigned or as agreed to with the Manager.
Added 12 mins ago
B
Associate, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
Added 12 mins ago
MC
Commercial Analyst
Meridian Credit Union
Guelph, ON · London, ON
- $52,000 to $75,000 CAD / year
- Full-time
At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and…
Added 12 mins ago
M(
[C] Project Manager
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
We're more than a workplace. We are a team of passionate people, boldly building the future of sport and entertainment, together. We believe in the power of play, the strength of…
Added 12 mins ago
OR
Sr Specialist, Contact Center Operations & Training
OSL Retail Services Inc
Mississauga, ON
- Other
At OSL Retail Services, we believe people are the heart of everything we do, and it is an exciting time to be part of something special! Our momentum is growing, and is fueled by…
Added 12 mins ago
D
Senior Programmatic Manager (Remote Canada)
Directive
Remote, Canada
- Full-time
- Remote
We move fast. We think boldly. We are elite. We hire people who challenge the status quo and push campaigns past what’s expected - sparking demand for bold, innovative brands. If you live…
Added 12 mins ago
OT
Sr. Software Developer
Open Text Corporation
Richmond Hill, ON
- Other
Identify and address issues when the current path does not effectively serve client needs, collaborating with the manager for corrections.
Added 12 mins ago
P
Indirect Tax, Recovery Data Analytics
PwC
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
Added 12 mins ago
TC
Abilities Management Consultant
The Corporation of The City of Victoria
Victoria, BC
- Other
Reporting to the Manager of Occupational Health & Safety, the Abilities Management Consultant provides leadership and support for ability management processes. This includes assisting…
Added 12 mins ago
TC
Human Resources Lead
The Corporation of The City of Victoria
Victoria, BC
- Other
Reporting to the Manager, Human Resources, the Human Resources Lead is a senior professional role that provides day-to-day leadership, technical expertise, coaching, and operational…
Added 12 mins ago
D
Recruiter
Dexterra
Mississauga, ON
- $50,000 to $60,000 CAD / year
- Full-time
…part-time opportunities at any given time. We aim to provide our people with more than just a job – we offer fulfilling opportunities in a culture that promotes stability, diversity and…
Added 27 mins ago
MG
Gestionnaire, Maintenance / Manager, Maintenance
Medicom Group
Montreal, QC
- Full-time
Added 27 mins ago
EL
Medical Director - Oncology
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
…We unite caring with discovery to help make life better for people around the world, knowing that every decision, every detail, and every day matters. Headquartered in Indianapolis,…
Added 27 mins ago
B
T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
…positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic…
Added 27 mins ago
CH
Personal Support Worker- Apsley
CBI Home Health
Apsley, ON
- Part-time
CBI Home Health supports people at home and in the community. We are one of Canada’s leading specialized community services, home and integrated care providers, operating in more than 100…
Added 27 mins ago
A
Fractional HR Director / Senior HR Partner
Altis
Toronto, ON
- $90 to $125 CAD / hour
- Contract
…growth. You'll help turn organizational values into practical people-management approaches that support both employees and organizational…
Added 27 mins ago
BI
Manager, Pension Risk Transfer (PRT) Modelling & Analytics
BMO Insurance
Toronto, ON
- Full-time
…positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth…
Added 27 mins ago
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Gestionnaire de Projets Municipal / Project Manager Municipal
Veolia | North America
Montreal, QC
- Full-time
Reporting to the Project Portfolio Manager, you will plan, organize, supervise, and control project execution activities, including installation work oversight and client follow-up. You…
Added 27 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 27 mins ago
L
Manager - Asset Protection & Global Fulfillment, Global Security Operations Center (GSOC)
lululemon
BC · British Columbia, Canada
- Full-time
Within GFAP, Strategy & Operations, the Manager, GSOC is responsible for leading global monitoring, incident response coordination, and situational awareness across the fulfillment network.…
Added 27 mins ago
TW
Sales Manager
the WIRELESS kiosk @Costco / le kiosque SANS-FIL @Costco
Kingston, ON
- Full-time
…embodies Costco’s values and member-first culture. The Sales Manager creates an environment where all team members clearly understand what is expected of them, and are able to support our…

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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