Fixed Income Financial Planning

1 month ago

Toronto, Canada SLC Management Full time

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being **client obsessed**, **valuing each other**, **acting with speed** and **having an owner’s mindset**. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

**Length of Term**: 4 or 8 months (8 months preferred)

**Hybrid**: This role will be a combination of working from home and at our Toronto One York Office - _1 York St, Toronto, ON M5J 0B6, Canada_

As a Fixed Income Financial Planning and Analysis (FP&A) Co-op, you will have a unique opportunity to collaborate with other members of the Financial Planning and Analysis team, Financial Data Analytics team, SLC Finance, and other SLC employees. This role reports to the Senior Director, Financial Planning & Analysis.

**What will you do?**
- Work with Client Relations, Performance, Expense, and Financial Data Analytics teams for monthly and quarterly data and reporting, projects, and other ad-hoc activities
- Integral part in preparing monthly/quarterly management reporting for key metrics for Fixed Income business including business and strategic planning
- Create process documentation and investigate the build out of process efficiencies where applicable
- Support other Fixed Income projects as required

**What do you need to succeed?**
- Currently enrolled in an Accounting, Finance, Math or Business program from an accredited University; previous co-op work experience is an asset
- Proficiency in Microsoft Office (primarily Excel), experience with Microsoft Access and Power BI is an asset
- Strong problem solving and analytical skills with high attention to accuracy and detail
- Excellent communication, organizational and interpersonal skills with a knack for building professional relationships
- Self-motivated and adaptable with the ability to mange conflicting priorities independently

**What’s in it for you?**
- Gain valuable data processing, reporting, and audit support experience
- A friendly, collaborative, and inclusive culture where you’re an innovator and trusted partner
- An environment of continuous learning and improvement
- We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada

**Why SLC Management?**
- Opportunity to work for a growing global institutional asset manager
- Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
- Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
- A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
- The opportunity to move along a variety of career paths with amazing networking potential
- Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

**Job Category**:
Temporary Employee
**Salary Range**

49,000/49 000 - 80,200/80 200

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

  • Financial Planning Analyst for Fixed Income

    3 weeks ago

    Old Toronto, Canada Sun Life Financial Full time

    Company Overview">Sun Life Financial is a global asset management firm providing innovative and diversified investment solutions to institutional investors.We have a history of organic and strategic growth, reflecting our commitment with over CA$374/US$283 billion in assets under management (AUM).We are aligned with one of the world's leading financial...

  • Fixed Income Analyst

    6 months ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. ABOUT US CI...

  • Fixed Income Trading Leader

    2 weeks ago

    Old Toronto, Canada iA Financial Group Full time

    iA Financial Group is a leading provider of financial services in Canada and the United States, with over $200 billion in assets under management. The company has a strong presence in Quebec, Montreal, and Toronto.The Senior Director, Fixed Income Trading will be responsible for managing a high-performing trading team, collaborating closely with portfolio...

  • Fixed Income Strategist

    3 weeks ago

    Old Toronto, Canada CI Financial Company Full time

    About CI Financial CompanyWe offer global wealth management and asset management advisory services. Our commitment is to provide individuals and institutions with the highest-quality investments and advice.Estimated Salary: $85,000 - $110,000 per yearThe salary for this position is estimated based on industry standards and location. This figure may vary...

  • Global Fixed Income Strategist

    2 weeks ago

    Old Toronto, Canada CI Financial Company Full time

    About the RoleCI Financial is seeking a highly skilled Global Fixed Income Strategist to join its team in Toronto, ON. The successful candidate will have 3+ years of experience in fixed income markets and a strong understanding of macroeconomics.Job OverviewThe Global Rates team at CI GAM manages interest rate and government credit exposures across multiple...

  • Fixed Income Analyst

    7 months ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.  ABOUT US ...

  • Fixed Income Trading Leader

    1 week ago

    Old Toronto, Canada iA Financial Group Full time

    Company OverviewiA Financial Group is a leading portfolio manager with over 100 seasoned investment professionals and close to $100 billion in assets under management. We manage portfolios of general funds, segregated funds, and mutual funds for iA Financial Group.We are seeking a Senior Director, Fixed Income Trading to join our trading team in Montreal or...

  • Fixed Income Associate

    6 months ago

    Toronto, Canada Raymond James Financial, Inc. Full time

    **Fixed Income Associate** - 2400359 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth...

  • Fixed Income Analyst

    7 months ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.  The Fixed...

  • Fixed Income Analyst

    7 months ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. WHAT YOU WILL...

  • Senior Director

    7 days ago

    Old Toronto, Canada iA Financial Group Full time

    Would you like to join one of Canada's leading portfolio managers? iA Global Asset Management (iAGAM), a subsidiary of iA Financial Group, is the place to take your career to new heights in a high-performance work environment. Our passionate teams are dedicated every day to ensuring that iAGAM is among the most competitive portfolio managers in the market....

  • Senior Director

    2 weeks ago

    Old Toronto, Canada iA Financial Group Full time

    iA Global Asset Management (iAGAM), a subsidiary of iA Financial Group, is the place to take your career to new heights in a high-performance work environment. Our passionate teams are dedicated every day to ensuring that iAGAM is among the most competitive portfolio managers in the market. iAGAM employs over 100 seasoned investment professionals and has...

  • Fixed Income Market Expert

    3 weeks ago

    Toronto, Ontario, Canada CanDeal Full time

    Overview: CanDeal is a leading provider of electronic marketplaces and data services for Canadian dollar debt securities and derivatives. The company's Markets Division provides access to a deep pool of liquidity for various financial instruments, including government, agency, provincial and corporate bonds, as well as money market instruments and interest...

  • Trade Support Specialist

    1 week ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Trade Support Specialist - Derivatives, Fixed Income & FX** **Connor, Clark & Lunn Financial Group Ltd.** **Toronto, ON** Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a **Trade Support Specialist** to join our Toronto Trade Support Team in Derivatives, Fixed Income & Foreign Exchange! The Trade Support Team is comprised of trade...

  • Head of Fixed Income Data

    6 months ago

    Toronto, Canada TMX Group Limited Full time

    Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Senior Fixed Income Portfolio Manager

    2 weeks ago

    Old Toronto, Canada Natural Factors Full time

    Company OverviewNicola Wealth is a leading wealth management firm, recognized for its sophisticated financial planning and exceptional performance. Our award-winning culture combines with our dedication to upholding our values, making us a national leader in the industry.We take pride in our work environment, where smart, dedicated, and supportive colleagues...

  • Senior Director, Fixed Income Trading Lead

    2 weeks ago

    Old Toronto, Canada Iaawg Full time

    About This OpportunityiA Global Asset Management is seeking a seasoned professional to join our trading team as a Senior Director, Fixed Income Trading.This role offers a unique opportunity to leverage your expertise in fixed income and related derivatives to drive business growth and excellence.Key ResponsibilitiesOversee the execution of timely and...

  • Research Associate, Asset Management, Fixed Income

    6 months ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Senior Director

    3 weeks ago

    Old Toronto, Canada Iaawg Full time

    h3>Senior Director - Fixed Income TraderAbout The Role:Would you like to join one of Canada's leading portfolio managers? iA Global Asset Management (iAGAM), a subsidiary of iA Financial Group, is the place to take your career to new heights in a high-performance work environment. Our passionate teams are dedicated every day to ensuring that iAGAM is among...

  • Associate Portfolio Manager, Fixed Income

    6 months ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...