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Added 22 mins ago
SI
HACCP Technician
Saputo Inc.
Calgary, AB
- Full-time
…HACCP, regulatory compliance, food safety programs, auditing, training, and document control while building the technical knowledge and practical skills required for progression within the…
Added 37 mins ago
PH
Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Part-time
…area and work site may be subject to change consistent with operations requirements and applicable provisions of the Collective Agreement and statutes. **Testing may be required. ***A…
Added 37 mins ago
PH
Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Part-time
…area and work site may be subject to change consistent with operations requirements and applicable provisions of the Collective Agreement and statutes. **Testing may be required. ***A…
Added 37 mins ago
PH
Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Full-time
…area and work site may be subject to change consistent with operations requirements and applicable provisions of the Collective Agreement and statutes. **Testing may be required. ***A…
Added 52 mins ago
EL
Medical Director - Oncology
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
Provide medical education and training to cross-functional internal partners, including sales representatives and medical science liaisons (MSLs).
Added 52 mins ago
L
Senior Auditor, Operations | Contract Until March 2028
lululemon
Vancouver, BC
- Full-time
lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create…
Added 52 mins ago
L
Senior Auditor, Technology | Contract Until March 2028
lululemon
Vancouver, BC
- Full-time
lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create…
Added 52 mins ago
SI
HACCP Advisor
Saputo Inc.
Calgary, AB
- Full-time
The HACCP Advisor is a key food safety leadership position responsible for supporting the QC Manager in the management, maintenance, and continuous improvement of the Plant's Food Safety…
Added 52 mins ago
A
Parts Advisor - South London Nissan
AutoCanada
London, ON
- $35 to $58 CAD / hour
- Other
The Parts Advisor will be responsible for researching and sourcing parts for customers and technicians, ensuring timely and accurate part orders, and facilitating the sales process. Will…
Added 1 hour ago
WI
Advisor, HSE
WSP in Canada
AB · Edmonton, AB
- Full-time
Help shape a strong culture of health, safety and environmental excellence across WSP’s business sectors. As an Advisor, HSE, you will partner with operational leaders and project teams to…
Added 1 hour ago
RC
Service Advisor at Hepson Equipment
Reesink Canada
Brandon, MB
- Full-time
The Service Advisor acts as the central communication link between customers, technicians, and the Service Manager, ensuring exceptional customer service, accurate work order processing,…
Added 1 hour ago
AG
SAP Senior Business Systems Analyst (SAP Finance)
Addmore Group
Oshawa, ON
- Full-time
…engagement to enable efficient, compliant, and scalable financial…
Added 2 hours ago
R
Operations Advisors
Rennaï
Mont-Royal, QC
- Part-time
Reporting to the Operations Manager, the Operations Advisor will be trained and will provide exceptional service to our valued clientele, helping them discover and embrace their individual…
Added 2 hours ago
VC
Human Resources Labour Relations Advisor, Resident Doctors
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
Come work as a Human Resources Labour Relations Advisor with Vancouver Coastal Health (VCH)!
Added 2 hours ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 3 hours ago
FG
Laline - Seasonal Sales Associate (Seasonal Beauty Advisor) - Vaughan Mills
Fox Group Canada Inc.
Vaughan, ON
- Part-time
As a Seasonal Beauty Advisor / Seasonal Sales Associate, you will join our team during one of the busiest and most exciting times of the year. Reporting to the Store Manager, you will…
Added 3 hours ago
Advisor, HSE
WSP
AB · Edmonton, AB
Help shape a strong culture of health, safety and environmental excellence across WSP’s business sectors. As an Advisor, HSE, you will partner with operational leaders and project teams to…
Added 3 hours ago
B
Credit Manager
BMO
Sudbury, ON
- Part-time
…and meet financing guidelines. Supports credit adjudication operations and initiatives. Provides training and support to teams and channels where the applications and transactions…
Added 3 hours ago
VC
Human Resources Labour Relations Advisor
Vancouver Coastal Health
Vancouver, BC
- Full-time
Come work as a Human Resources Labour Relations Advisor with Vancouver Coastal Health (VCH)!
Added 3 hours ago
SC
Universal Financial Associate -Okotoks
Servus Credit Union
Okotoks, AB
- Full-time
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Added 3 hours ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 3 hours ago
AF
Outside Sales Representative
Action Furnace
Red Deer, AB
- Full-time
Reporting to the Director of Edmonton Operations, the Outside Sales Representative will be responsible for giving world-class in-home presentations and closing sales in homes. They will…
Added 4 hours ago
NB
Senior Transformation Advisor - Capital Market Operations
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Transformation Advisor within the Capital Markets Operations Reconciliations team at National Bank means acting as a specialist in operational transformation and…
Added 4 hours ago
Senior Regulatory Field Advisor
Trans Mountain
Calgary, AB
…individual to join our dynamic team as a Senior Regulatory Field Advisor. In this position, you will play a crucial role in driving successful regulatory initiatives and ensuring compliance…
Added 4 hours ago
C
Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Mississauga, ON · Toronto, Ontario
- $125,440 to $172,440 CAD / year
- Full-time
…systems and digital solutions that directly support physical operations, infrastructure and operational assets. Our immediate focus is the transit market, and meaningful experience with…

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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