Managed Accounts Analyst
Toronto, ONRichardson Wealth Ltd
1+ ansRichardson Wealth Ltd needs candidates with 1 to 3 years of experience in an SMA or UMA program, strong attention to detail, and Microsoft Office skills. Experience with Envestnet is an asset, and an investment representative licence and a math, business or computer science degree are preferred.
Envestnet, Microsoft Office, Portfolio management tools