Key Responsibilities
- Influencer Event Content & Script Writing: Craft investment-related presentation materials, speeches, discussion outlines, and core talking points for Influencer-hosted investor events, seminars, and educational workshops.
- Financial & Macro Research: Conduct in-depth research on financial market developments, asset classes, and macroeconomic trends to support and substantiate all influencer-led content.
- Structured Event Asset Creation: Draft structured influencer content scripts, panel discussion questions, moderator guides, and guest briefing packages to ensure seamless event execution.
- Cross-Functional & Partner Alignment: Collaborate closely with external influencer partners and internal marketing teams to ensure event content is accurate, engaging, tailored to Canadian investor needs, and compliant with financial regulations.
- Business Collaboration & Optimization: Partner with Business Development (BD) to ensure content strategies drive user acquisition; monitor performance metrics, iterate content based on analytics, and strictly adhere to local compliance standards (CIRO/CIPF guidelines).
Requirements
Who We Are Looking For
- A strong passion for financial markets and global economic trends.
- The analytical mindset of a financial analyst combined with the clarity and influence of a financial educator/storyteller.
- Deep empathy for active traders and sophisticated investors.
- Detail-oriented, highly curious, and thrives in a fast-paced FinTech environment.
Basic Qualifications:
- Bachelor’s degree in Finance, Economics, Business or a related field.
- 5+ years of experience in financial content creation, investment research, financial media, or marketing within the financial services/FinTech industry.
- Deep understanding of North American financial markets, particularly U.S. and Canadian equities, economic indicators, and macroeconomic trends.
- Strong ability to articulate complex financial concepts clearly to audiences with varying levels of investment experience.
- Proficient in Microsoft PowerPoint and Excel.
- Proven track record of managing multiple fast-paced content projects under tight deadlines.
Preferred Qualifications:
- CFA Level I candidate or charterholder is a plus.
- Experience in brokerage, wealth management, financial journalism, or investment research.
- Familiarity with stock valuation, technical analysis, options trading, and portfolio management concepts.
- Hands-on experience with financial research platforms such as Bloomberg, FactSet, or TradingView.
Language Requirements:
- English: Native / Primary language fluency (Exceptional written, editorial, and verbal communication skills required).
- Chinese (Mandarin): Preferred