Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 22 hours ago

Managed Accounts Analyst

Richardson Wealth Ltd33 open roles

Pay
$60,000 – $70,000 a year
Where
100 Queens Quay E, Toronto, ON M5E 1Y3, Canada
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowManaged Accounts AnalystRichardson Wealth Ltd · 100 Queens Quay E, Toronto, ON M5E 1Y3, Canada

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Richardson Wealth Ltd's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.3% of postings close within 7 days. Measured by our own scanner across the market. Richardson Wealth Ltd postings stay open a median of 21 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.6%3 days
  3. 13.3%7 days
  4. 21.3%14 days
  5. 35.7%30 days
  6. 59.1%60 days
This job: posted 22 hours ago

Richardson Wealth Ltd median: 21 days open

The posting

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Richardson Wealth Ltd's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Richardson Wealth Ltd's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Richardson Wealth Ltd's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.