Content Writer, Investment Research

Wealthsimple
Canada
Workplace: RemoteFull timeCAD 116,000 - 145,000 annuallyFunction: Content & Editorial (Writing/Editing)Skills: ["Strong writing","Editorial judgment","Curiosity","Research-driven","Self-directed"]

Own Wealthsimple’s monthly investor insights and produce client-ready due diligence questionnaires and investment materials. Build general advice and financial planning content for the advice hub, and write timely market notes for wealth management clients. Translate research and market developments into clear, high-judgment editorial insights, using AI tools to refine standard content while keeping core thinking human. Collaborate with investment and cross-functional editorial teams.

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Wealthsimple
Wealthsimple
1 day ago

Content Writer, Investment Research

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Job Summary

Own Wealthsimple’s monthly investor insights and produce client-ready due diligence questionnaires and investment materials. Build general advice and financial planning content for the advice hub, and write timely market notes for wealth management clients. Translate research and market developments into clear, high-judgment editorial insights, using AI tools to refine standard content while keeping core thinking human. Collaborate with investment and cross-functional editorial teams.
Location: Canada
Workplace: Remote
Employment Type: Full time
Job Function: Content & Editorial (Writing/Editing)

Key Responsibilities

  • •Own monthly investor insights and produce flagship, non-transactional content explaining what matters in markets and why.
  • •Create client-ready due diligence questionnaires and other investment materials requiring accuracy and clarity.
  • •Develop general advice and financial planning content for an advice hub connecting investment principles to clients’ broader financial lives.
  • •Write timely, on-demand market and events notes for wealth management clients.
  • •Conduct new research and synthesize insights with strong editorial judgment, partnering with investment and cross-functional editorial teams.

Pay and Benefits

Salary: CAD 116,000 - 145,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Understand investment principles and portfolio concepts to identify genuinely insightful perspectives.
  • •Be comfortable with financial planning concepts and explain clients’ broader financial lives.
  • •Write clear, engaging, client-ready content and use AI to sharpen and polish your work.
  • •Demonstrate curiosity and a research-driven approach to synthesizing complex ideas into readable writing.
  • •Provide strong editorial judgment on what’s worth writing, structuring arguments, and curating signal from noise.
Experience:Financial servicesInvestment researchFinancial planningWealth management
Skills:Strong writingEditorial judgmentCuriosityResearch-drivenSelf-directed
Tech Stack:AI toolsArtificial intelligence

Company Brief

Wealthsimple
Wealthsimple is a Canadian fintech offering automated investing, savings, tax filing, crypto trading, and cash accounts with a focus on low-cost, user-friendly financial services for retail customers.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Headquarters: Toronto, Canada
Founded: 2014
WebsiteLinkedIn