Financial Writer

1 week ago

Toronto, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

**Job description / Description du poste**
- The Financial Writer will report to the Director, Digital Investment Communications and is responsible to help create, prioritize and manage content across multiple platforms and formats to drive sales, and client engagement for Sun Life Global Investments.

This individual is a content expert. This includes brand consistency, tone of voice and segmentation. To position our capabilities and strategies, the role collaborates with diverse departments including: The Multi Asset Investment Team, Retail and Institutional Sales Teams, Product and Channel Marketing, Corporate Communications, and Product Management etc.

This individual will be one of Marketing’s main point of contact with the Chief Investment Officer and portfolio managers on our Multi-Asset Solutions (MAS) Team. A large part of this role will be devoted to working with them to create and update compelling PowerPoint presentations to tell the story of what’s happening in the markets.

Other key responsibilities include strategizing and helping to develop timely insights. It also includes liaising with various teams to ensure our content reflects the MAS Team’s opinions and positions, support for investment commentary and insights, as well as writing, updating, proofing and editing diverse content.

**Preferred skills / Compétences particulières**
- Exceptional writing/storytelling skills and demonstrated proficiency in writing for a variety of audiences including institutional investors as well as intermediaries, investment advisors and their clients
- Experience in creating and managing content for diverse mediums including written articles, videos, PowerPoint presentations, social media and digital first content etc.
- Ability to tell the most compelling story with more than just words (images, graphs, call-outs etc.) to engage the targeted audience
- Editing and proofreading experience with extreme attention to detail
- Good understanding and/or interest in investment concepts across equity, fixed income, as well as capital market and macroeconomic trends
- Proficient in data analysis (ideally market-related) to aid with storytelling. Ability to manipulate excel data into compelling visuals (graph visualization) to use in PowerPoint presentations
- Ability to work collaboratively with a wide range of internal stakeholders and to convey credibility when working with investment professionals
- Self-starter who can work independently and lead a project from idea generation to execution
- Excellent interpersonal skills: must be able to influence and negotiate with people from diverse backgrounds and levels throughout the organization

**Qualifications / Compétences**
- 2-5 years of professional writing experience, with ideally some experience working for an asset management or other investment-related company. Working knowledge of wealth industry and understanding of concepts relevant to financial advisors
- BA/BS required. A plus would be advanced degrees and/or investment related credentials such as the CSC, CIM, CFA etc. Or keen investment interest/knowledge with intent to pursue related accreditations
- ** Responsibilities / Responsabilités**
- Translate complex ideas into compelling, audience and media-appropriate communications for various audiences including advisors, institutional and investors
- Develop, write, edit, or proof content for a broad array of materials, including PowerPoint Presentations, product support pieces, timely investment insights, event-related content, videos etc.
- Work closely with the Multi-Asset Solutions team to support their thought leadership initiatives. Ongoing support to build, enhance and update their flagship market outlook PowerPoint presentations
- Participate in content ideas for advertising campaigns, unique headlines and story telling positioning
- Collaborate with content stakeholders in different functions, including compliance, product management, sales etc.
- Provide proofreading and editing support for diverse mediums
- Collaborate with other writers and content providers, designers and outside resources to effectively execute initiatives that are timely and relevant for our target audiences

**What's in it for you?**
- Competitive salary and flexible benefits influenced by market range data
- Hybrid work environment
- An environment of continuous learning and im

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