Content Writer, Investment Research

Openkrill; United States; Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Life insurance

24/7 health and wellness resources

Hybrid work model

20 vacation days & wellness days

90 days away: work outside Canada for

Job summary

Wealthsimple, a leading Canadian financial innovator with a strong presence in North America, is seeking an Investment Research Writer. You will own the monthly investor insights and craft client-ready content that explains markets clearly.

You’ll combine investment thinking with solid writing, use AI to polish work, and collaborate with the broader investment and editorial teams to deliver timely, jargon-free guidance for clients.

Qualifications

• Investment principles and portfolio concepts understood.
• Financial planning concepts knowledge is a plus.
• Ability to produce clear, client-ready content.

Responsibilities

• Own monthly investor insights and explain why markets matter.
• Create client-ready due diligence questionnaires and materials.
• Develop general advice content for the advice hub connecting investment concepts to finances.
• Write timely notes for wealth management clients during market events.
• Research new topics and synthesize insights beyond AI outputs.
• Exercise editorial judgment to decide what’s worth writing.
• Use AI tools to polish content while focusing on core thinking.
• Collaborate with investment and editorial teams across functions.

Skills

Investment thinking

Strong writing

Editorial judgment

Market awareness

Research skills

Self-directed

Job description

BUILD SOMETHING PEOPLE LOVE

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.

About the Investment Research Team

The Investment Research Team is the heart of all Investment products designed by Wealthsimple. We deeply understand markets and financial securities, and develop best-in-class strategies and products that meet the needs of our expanding client base. Our expertise is equal parts analytical and strategic, both in deeply understanding how financial products and securities work, as well as building a vision for how we can apply those tools to further the financial freedom of our clients.

What you’ll do

• Own our monthly investor insights — the flagship, timeless (not transactional) content that helps clients understand what matters in markets right now and why.
• Produce client-ready due diligence questionnaires and other investment materials that require both accuracy and clarity.
• Build out general advice and financial planning content for our advice hub, helping clients connect investment principles to their broader financial lives.
• Write timely, on-demand notes for wealth management clients when markets or events call for a direct, thoughtful response.
• Dive into new research and market developments with genuine curiosity, and synthesize it into insights that go beyond what AI alone can produce.
• Exercise strong editorial judgment — deciding what's worth writing about, curating signal from noise, and quickly dismissing what isn't interesting or relevant.
• Use AI tools to help polish and refine standard content, while focusing your own effort on the core thinking, structure, and argument that only a human can provide.
• Partner with the broader investment team as well as cross-functional editorial teams to stay connected to markets, client concerns, and what's top of mind for Wealthsimple's client base.

Who you are

• An investment thinker first — you understand investment principles and portfolio concepts well enough to identify what's genuinely insightful, even if you're not the one building the models.
• Financially literate on the planning side — you're comfortable with financial planning concepts and can speak to clients' broader financial lives, not just markets.
• A strong writer — you can produce clear, engaging, client-ready content, and you know how to use AI to sharpen and polish your work rather than replace your thinking.
• Curious and research-driven — you love digging into new topics and staying current, and you're energized by synthesizing complex ideas into something readable.
• A confident editor — you have taste and judgment about what's worth saying, and you can structure and shape an argument, not just execute on a brief.
• Market-connected — you stay plugged into what's happening in markets and can translate that into content that feels current and relevant, not generic.
• Reliable and self-directed — you can consistently deliver high-quality content on time, without needing heavy oversight.

NICE TO HAVES

• Familiarity with Canadian wealth management, financial planning, or retail investment products.
• An existing portfolio of published financial writing that demonstrates strong investment thinking and editorial voice.

WHY WEALTHSIMPLE?

Top-tier health benefits and life insurance

Long-term group savings with employer match, through Wealthsimple for Business

20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*

90 days away: work outside Canada for up to 90 days per year*

Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement

We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring

We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.