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Added 3 mins ago
HI
Change Analyst
HRbrain Inc.
Toronto, ON
- Full-time
…of 10 members, including Change Managers, a Communications Manager, and two Communications Specialists. Historically, the team has been communications-heavy (newsletters, intranet content,…
Added 3 mins ago
CL
Housing Coordinator - CLC
Campus Living Centres
Merritt, BC
- Full-time
…related to the property. The Housing Coordinator reports to the Operations Manager and assists with the day-to-day operations of the student…
Added 3 mins ago
F
Responsable de projets - Expériences Fever Originals
Fever
Montreal, QC
- Full-time
Collaborer avec les équipes internes (Production, Marketing, Juridique, Finance, IT, Opérations, Support Utilisateur) pour assurer le succès et la scalabilité des événements.
Added 3 mins ago
RE
Project Estimator
Rising Edge Group
AB · Edmonton, AB
- Full-time
…that power critical infrastructure across North America. With operations in both Canada and the United States, we partner with clients across the electrical utilities, renewable energy, and…
Added 3 mins ago
TC
Senior Fund Accountant, Fund Accounting – Hedge Funds
The Citco Group Limited
Toronto, ON
- Full-time
Maintaining day-to-day relationships with Citco Internal teams including Operational Support, Middle Office, Pricing, Investor Relations and Relationship Management Fund Accounting teams
Added 17 mins ago
WC
(CAN) Associé, équipe de produits santé-beauté
Walmart Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Contract
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 17 mins ago
A&
Manager, Core Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…issues that affect their business transactions, investments, and…
Added 17 mins ago
WC
(CAN) OMNI Assistant Manager
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 17 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Cold Lake, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 17 mins ago
WC
(CAN) Front End Assistant Manager
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 17 mins ago
WC
(CAN) Associé, équipe de produits santé-beauté
Walmart Canada
Montreal, QC
- Full-time
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 17 mins ago
WC
(CAN) Préposé aux caisses libre-service
Walmart Canada
Saint-Eustache, QC
- Full-time
…opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a positive shopping experience by providing friendly, helpful service…
Added 17 mins ago
FF
Seasonal Associate - Famous Footwear
Famous Footwear
Ottawa, ON · Kanata, ON
- Temporary
Ace Retail Operations: You’ll ensure daily store tasks (pricing, shipment processing, fulfillment and inventory) are dialed in, keeping the store running like a tightly laced sneaker.…
Added 18 mins ago
EC
Technical Services Coordinator, Delta Ottawa City Centre Full Time
Encore Canada
Ottawa, ON
- Full-time
…ensuring complete customer satisfaction. This position reports to Operations Manager, Operations Director, or Director of Event…
Added 18 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Peterborough, ON
- Full-time
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 18 mins ago
EC
Event Technical Specialist - Ottawa Office, Full Time
Encore Canada
Ottawa, ON
- Full-time
…in client satisfaction. This position reports to a Project Manager, Operations Manager, Operations Director, Director, Event Technology, Director of Project…
Added 18 mins ago
A&
Manager, Core Tax
Alvarez & Marsal
Calgary, AB
- Full-time
…issues that affect their business transactions, investments, and…
Added 18 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Sussex, NB
- Full-time
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 18 mins ago
RP
Senior Accountant to Manager (Public Practice)
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Accounting & Finance - Engineering, Sales & Operations - HR & Office Support - Technology - Contingent Workforce - Executive Search
Added 18 mins ago
RP
Jr Project Controls Analyst
RECRUITMENT PARTNERS INC.
Calgary, AB
- Contract
Reporting directly to the Manager of Project Support, you will focus on core financial monitoring, SAP project setup, monthly cost reporting, and change control management throughout the…
Added 18 mins ago
WC
(CAN) Consumables Associate
Walmart Canada
Leduc, AB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 18 mins ago
WC
(CAN) Directs Store Delivery Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Works closely with the Operations Manager and Office Support Associate to identify and resolve receiving issues or discrepancies efficiently.
Added 18 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Leduc, AB
- Full-time
…Participates in store task team responsibilities as required to support overall…
Added 18 mins ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Concord, ON
- Part-time
Ace Retail Operations: You’ll ensure daily store tasks (pricing, shipment processing, fulfillment and inventory) are dialed in, keeping the store running like a tightly laced sneaker.…
Added 18 mins ago
WC
Full Time District Relief Pharmacist
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...The Relief Pharmacist assists the Pharmacy Manager and the Staff Pharmacist in all aspects of Pharmacy Operations.

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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