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Added 3 mins ago
AU
Security Guard - Full Time
Allied Universal
Timmins, ON
- $23 CAD / hour
- Full-time
We are North America's leading security and facility services provider with approximately 300,000 service personnel. At Allied Universal(R), we pride ourselves on fostering a promote from…
Added 3 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 3 mins ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 3 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 3 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…while delivering a broad range of human resources programs, services, and initiatives. The Human Resources Generalist serves as a trusted resource for administration, benefits, learning and…
Added 18 mins ago
FC
Senior Manager, Credit Solutions, Commercial Services
FirstOntario Credit Union
St. Catharines, ON
- Full-time
As a member of the Commercial Services team within the Business Banking Group, the Senior Manager, Credit Solutions, Commercial Services is responsible for the credit management,…
Added 18 mins ago
AS
Project Manager L5 / Lead IT Project Manager
Apex Systems
Mississauga, ON
- $70 to $100 USD / hour
- Full-time
Position Title: Project Manager L5 / Lead IT Project Manager
Added 18 mins ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
The Stylist is responsible for providing and maintaining a positive, friendly, empathetic and professional selling experience with all customers. Stylists are responsible for providing…
Added 18 mins ago
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Gérant de rayon leader, aliments
Walmart
Alma, QC
- Full-time
Provides friendly and professional customer service by greeting customers, assisting with product selection, promoting products and services, helping locate merchandise, and resolving…
Added 18 mins ago
UO
Administrative Manager, Finance and Operations
University of Waterloo
Waterloo, ON · Psychology, Anthropology, Soci
- Full-time
The Administrative Manager, Finance and Operations, is responsible for managing and coordinating the operational administrative functions of the School and finance-related support with…
Added 18 mins ago
UO
Manager, Information Security Operations
University of Waterloo
Waterloo, ON
- Full-time
Information Systems and Technology - Information Security Services
Added 48 mins ago
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Clinic Nurse, CARE Program - BC Women’s Hospital + Health Centre
Sanya’k̓ula
Vancouver, BC
- Part-time
A first in Canada: minimum Nurse‑to‑Patient Ratios (mNPRs) are being introduced in B.C.! The Provincial Health Services Authority (PHSA), alongside B.C.'s other regional health authorities,…
Added 48 mins ago
SH
General Duty Nurse (N2) - Child Health - JL3 Pediatric ICU-Repost
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 48 mins ago
SH
Supervisor (In-House Program)
Shared Health-Soins Communs
Ste. Rose du Lac, MB
- Full-time
Reporting to the Manager, the Supervisor is responsible for the ongoing administrative and, as required, clinical supervision of the in-house program. The Supervisor will participate in,…
Added 48 mins ago
RC
Recreation Therapist
Retirement Concepts
Courtenay, BC
- $65,000 to $69,000 CAD / year
- Full-time
The Recreation Therapist reports to the Therapeutic Recreation Manager/ Recreation Manager or designate. This role assesses, develops and implements person centered therapeutic recreation…
Added 48 mins ago
IR
Social Worker, Withdrawal Management
Interlake-Eastern Regional Health Authority
Ashern, MB
- Internship
Under the direction of the Clinical Team Manager – Mental Health and Addictions the Social Worker - Withdrawal Management Services ensures that appropriate social work services are planned,…
Added 48 mins ago
RC
Marketing Assistant
Retirement Concepts
Courtenay, BC
- $52,900 to $54,300 CAD / year
- Full-time
Reporting to the Marketing Manager and/or designate, the Marketing Assistant will conduct all duties in a manner which promotes a high standard of customer service and professionalism at…
Added 48 mins ago
SH
Administrative Assistant
Shared Health-Soins Communs
Minnedosa, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 48 mins ago
SH
Registered Psychiatric Nurse/ Registered Nurse (N2) - PX2 East
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the RPN/RN is responsible for providing professional nursing services for patients, including those with complex and…
Added 48 mins ago
SH
Registered Psychiatric Nurse/Registered Nurse (N2) - Mental Health
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the RPN/RN is responsible for providing professional nursing services for patients, including those with complex and…
Added 48 mins ago
SH
General Duty Nurse (N2) - NICU
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 48 mins ago
SH
Nurse Clinician (N3) - Ambulatory Care Surgery
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general direction of the Manager Health Services, the incumbent functions as a pivotal member of the multidisciplinary team to coordinate and provide clinical management to…
Added 48 mins ago
SH
General Duty Nurse (N2) - NICU
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 48 mins ago
SH
General Duty Nurse (N2) - Child Health - CH4 Medicine
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 48 mins ago
SH
General Duty Nurse (N2) - NICU
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…

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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