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Added 14 mins ago
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IT Operations Manager, AI & Automation
FacilityOS
Remote, Canada
- $125,000 to $145,000 CAD / year
- Full-time
- Remote
The IT Manager will lead an existing IT team and own the secure, reliable, and cost-effective delivery of internal technology services. This is a hands-on leadership role covering employee…
Added 14 mins ago
CH
Health Care Aide - North/South Edmonton
CBI Home Health
Edmonton, AB
- Part-time
As a caring, responsible health care team member, you will support clients to be as safe and independent in our congregate settings, as possible, helping them to live their best lives. You…
Added 14 mins ago
CH
LPN - Edmonton Pediatrics
CBI Home Health
Edmonton, AB
- Full-time
As a caring, responsible health care team member, you will support clients to be as safe and independent in our congregate settings, as possible, helping them to live their best lives. You…
Added 14 mins ago
PC
Transfer Pricing - Financial Transactions, Manager
Pwc Canada
Toronto, ON
- Full-time
A career within Transfer Pricing services, will provide you with the opportunity to help our clients develop compliant, tax efficient structures that help advance their business goals.…
Added 14 mins ago
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Therapeutic Specialist, Virology, Montreal and surrounding
AbbVie
Montreal, QC
- Full-time
…performance and effectively build strong customer relationships and support customer needs to maximize short and long term sales performance, while placing the patient at the center of any…
Added 14 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Beamsville, ON
- Part-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 29 mins ago
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Executive Assistant
Vuntut Gwitchin Government
Old Crow, YT
- Full-time
The Executive Assistant provides administrative support to Chief & Council and the Executive Office. As the Senior Administrative position, the Executive Assistant oversees the VGFN…
Added 43 mins ago
AM
Civil Project Engineer
Aplin Martin
Nanaimo, BC
- Full-time
…design solutions, approval strategies, and project management services to our clients in BC, AB, and ON. We are dedicated to nurturing our employees’ growth and development, and providing a…
Added 43 mins ago
TB
Senior Retail Sales Associate
Tailored Brands
St. John's, NL
- Full-time
…would be a temporary flex key holder in the capacity of the manager on duty, in times of…
Added 43 mins ago
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Manager, Project Controls
Worley
Markham, ON
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 43 mins ago
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Manager, Project Systems & Information Management
Worley
Markham, ON
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 43 mins ago
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Manager, Supply Chain
Worley
Calgary, AB · Edmonton, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 43 mins ago
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Contracts Manager- Mining
Fluor
Vancouver, BC
- Full-time
This exciting position will serve as a Senior Contracts Manager on medium to large-sized EPC/EPCM projects.
Added 43 mins ago
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Customer Success Account Manager
Microsoft
Calgary, AB
- Full-time
As a Customer Success Account Manager (CSAM), you serve as the primary customer success leader responsible for orchestrating customer outcomes across Microsoft and partner teams. You engage…
Added 43 mins ago
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Customer Success Account Manager
Microsoft
Toronto, ON
- Full-time
As a Customer Success Account Manager (CSAM), you serve as the primary customer success leader responsible for orchestrating customer outcomes across Microsoft and partner teams. You engage…
Added 43 mins ago
T
Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- 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 43 mins ago
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Consultant Business Systems
HSBC
Toronto, ON
- Full-time
In Canada, HSBC Global Services (Canada) Limited (HGCA) is a wholly owned subsidiary of HSBC Global Services Limited. Operating in Toronto, HGCA is part of a global service company,…
Added 43 mins ago
SC
Sales Associate
Staples Canada
Toronto, ON · Scarborough, ON
- Part-time
Support all merchandising and signage standards including planograms and stocking.
Added 59 mins ago
HI
Project Manager 6 months contract
HRbrain Inc.
Montreal, QC
- Contract
Need a highly organized and skilled Project Manager to oversee and support two small projects simultaneously under P&BB (Personal and Business Banking). The ideal candidate will be…
Added 59 mins ago
RI
Pest Control Technician
Rentokil Initial
Vaughan, ON
- $41,000 to $43,000 CAD / year
- Contract
…broadest, most advanced range of pest control solutions and services in the industry. Rentokil Terminix has earned a reputation in Canada for full service pest solutions delivered through…
Added 59 mins ago
RI
Pest Control Technician
Rentokil Initial
Brampton, ON
- $41,000 to $43,000 CAD / year
- Contract
…broadest, most advanced range of pest control solutions and services in the industry. Rentokil Terminix has earned a reputation in Canada for full service pest solutions delivered through…
Added 59 mins ago
NH
Medical Laboratory Technologist, Laboratory (Casual)
Northumberland Hills Hospital
Cobourg, ON
- Full-time
Reporting to the Manager, Laboratory Services and accountable to the Laboratory Medical Director, the Medical Laboratory Technologist is responsible for all laboratory procedures.
Added 59 mins ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 59 mins ago
I
Territory Account Manager
Insight
Montreal, QC
- Full-time
…relations commerciales pour vendre des produits, logiciels et services par téléphone et e-mail. Ce poste reçoit des appels entrants et effectue des appels sortants axés sur le développement…
Added 59 mins ago
NE
Senior QA Analyst (12 months Contract)
Nelson Education LTD
Remote, Canada
- Contract
- Remote
This position will primarily support product development. The QA Manager may also assign a portion of the analyst’s time to infrastructure, platform, performance, or other technical…

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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