Create investment-focused presentations, scripts, discussion guides, and event materials for influencer-led investor programs. Conduct financial and macroeconomic research, collaborate with influencers and marketing teams, ensure Canadian regulatory compliance, and optimize content performance to support user acquisition. The role requires strong knowledge of North American markets, excellent financial storytelling, and experience managing fast-paced content projects in financial services or FinTech.
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
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