About the role
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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