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