Financial Planning Content Lead
Top Benefits
About the role
Financial Planning Content Lead - Bilingual (English/French)
Full-Time Permanent Position
Position Overview
Reporting to the Director, Education Development, the Bilingual Financial Planning Content Lead will take a lead role in managing the development and maintenance of technical and professional education content to support the strategic goals of FP Canada™. This role also provides research, analysis, and subject matter expertise to support colleagues and other FP Canada departments.
Key Responsibilities
In this role, you will:
- Lead the development and maintenance of financial planning and related content, including navigational and instructional content, assessment items and assignments, supporting materials and education-related communications, and other educational resources to support the FP Canada Institute’s pre-certification technical and professional education programs, continuing education activities and other professional training programs.
- Develop and edit content in accordance with FP Canada Institute policies and conventions, incorporating feedback provided by contracted staff, senior staff, technical reviewers and content editors to inform content development, changes, and updates.
- Lead and manage the translation of Institute program and other content into French as required, including identifying, implementing, and overseeing translation technologies and/or contract resources, developing and documenting translation processes and guidelines, reviewing all translated materials for the Institute, and supporting other translation-related projects across the organization.
- Support content development and maintenance processes by maintaining version control, ensuring data integrity, coordinating the flow of content and information between the development and delivery teams and across departments, and organizing digital assets for streamlined access and updates.
- Contribute to content development principles, standards, protocols, and templates to ensure that FP Canada content is both consistent and aligned to the needs for which it has been designed.
- Support volunteers and contractors in the development of content and supporting resources; review and supervise the incorporation of feedback by volunteers and contractors.
- Take on other responsibilities, as required.
Required Qualifications
The ideal candidate will have the following skills and experience:
- University degree and minimum of 5 years professional work experience in financial services, ideally including client-facing experience; CFP® certification or QAFP® certification strongly preferred, or professional designation from an allied profession (e.g., CA, CPA, TEP).
- Demonstrated excellence in overseeing and producing written financial planning content in a variety of mediums and contexts.
- Fluency in English is required, along with working-level competence in French to support bilingual communication needs.
- Demonstrated ability to work collaboratively on large projects over time.
- Experience with adult learning practices and principles an asset.
- Experience in working with volunteers and/or contractors preferred.
Competencies
The ideal candidate will have the following skills and experience:
- Excellent written communication skills in both English and French; experience in content translation and verification.
- Deep financial planning competence in terms of knowledge and practice.
- Ability to direct volunteers and contract staff who may contribute to financial planning content development.
- Ability to manage large-scale, complex, broadly defined projects with little or no precedent.
- Flexibility to adapt and change direction as new information is presented.
- Ability to work independently and balance multiple priorities.
- Ability to work with multiple stakeholders, both external and internal in a collaborative and supportive manner to most effectively meet project goals.
About FP Canada
Established in 1995, FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. Learn more at FPCanada.ca.
Working With FP Canada
We’re FP Canada, a team of passionate and progressive professionals. FP Canada employs over 55 people, and our office is located in downtown Toronto. This is a full-time permanent position working 5 days per week, during core business hours, with some flexibility required. This hybrid position is based in Toronto; however, we welcome applications from qualified candidates across Canada who are seeking a fully remote arrangement.
We are committed to wellness and a healthy work environment for our employees. You will earn a highly competitive annual salary, generous paid vacation and personal time, and you will enjoy our comprehensive employee benefits, RRSP matching program, professional development opportunities, flexible work arrangements and regular social events.
We are service-oriented, principled, and driven to make a societal impact, and we strive for and demand excellence, integrity, and respect from each other as well as our external stakeholders. We value collaboration and flexibility, and together have created a collegial and positive work environment.
Our Commitment to Inclusion and Diversity
FP Canada values inclusion and diversity, and different perspectives and experiences; and we are committed to working towards an inclusive and diverse organization, reflective of Canada’s population. We encourage candidates who identify in traditionally underrepresented communities (women, racialized persons, indigenous persons, LGBTQ2S+ and persons with disabilities) to apply.
Our Commitment to Accessibility
FP Canada is committed to ensuring equal access and participation for people with disabilities in accordance with the Ontario Human Rights Code (OHRC) and the Accessibility for Ontarians with Disabilities Act (AODA) . FP Canada will provide accommodation on request throughout the recruitment, selection and/or assessment process for applicants with disabilities. If you require accommodation, please inform our Human Resources Department at careers@fpcanada.ca.
Salary
Salary based on experience ranging from $90,000 - $100,000
How to Apply
Applications will be accepted until August 19, 2025. If you have any questions, please send an email to careers@fpcanada.ca.
We wish to thank all applicants for their interest and advise that only those selected for an interview will be contacted.
About FP Canada
A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning.
FP Canada is proud to have earned Great Place to Work Certification™ from the Great Place to Work Institute® Canada, the global authority on workplace culture.
See www.fpcanada.ca and www.financialplanningforcanadians.ca for more information.
Financial Planning Content Lead
Top Benefits
About the role
Financial Planning Content Lead - Bilingual (English/French)
Full-Time Permanent Position
Position Overview
Reporting to the Director, Education Development, the Bilingual Financial Planning Content Lead will take a lead role in managing the development and maintenance of technical and professional education content to support the strategic goals of FP Canada™. This role also provides research, analysis, and subject matter expertise to support colleagues and other FP Canada departments.
Key Responsibilities
In this role, you will:
- Lead the development and maintenance of financial planning and related content, including navigational and instructional content, assessment items and assignments, supporting materials and education-related communications, and other educational resources to support the FP Canada Institute’s pre-certification technical and professional education programs, continuing education activities and other professional training programs.
- Develop and edit content in accordance with FP Canada Institute policies and conventions, incorporating feedback provided by contracted staff, senior staff, technical reviewers and content editors to inform content development, changes, and updates.
- Lead and manage the translation of Institute program and other content into French as required, including identifying, implementing, and overseeing translation technologies and/or contract resources, developing and documenting translation processes and guidelines, reviewing all translated materials for the Institute, and supporting other translation-related projects across the organization.
- Support content development and maintenance processes by maintaining version control, ensuring data integrity, coordinating the flow of content and information between the development and delivery teams and across departments, and organizing digital assets for streamlined access and updates.
- Contribute to content development principles, standards, protocols, and templates to ensure that FP Canada content is both consistent and aligned to the needs for which it has been designed.
- Support volunteers and contractors in the development of content and supporting resources; review and supervise the incorporation of feedback by volunteers and contractors.
- Take on other responsibilities, as required.
Required Qualifications
The ideal candidate will have the following skills and experience:
- University degree and minimum of 5 years professional work experience in financial services, ideally including client-facing experience; CFP® certification or QAFP® certification strongly preferred, or professional designation from an allied profession (e.g., CA, CPA, TEP).
- Demonstrated excellence in overseeing and producing written financial planning content in a variety of mediums and contexts.
- Fluency in English is required, along with working-level competence in French to support bilingual communication needs.
- Demonstrated ability to work collaboratively on large projects over time.
- Experience with adult learning practices and principles an asset.
- Experience in working with volunteers and/or contractors preferred.
Competencies
The ideal candidate will have the following skills and experience:
- Excellent written communication skills in both English and French; experience in content translation and verification.
- Deep financial planning competence in terms of knowledge and practice.
- Ability to direct volunteers and contract staff who may contribute to financial planning content development.
- Ability to manage large-scale, complex, broadly defined projects with little or no precedent.
- Flexibility to adapt and change direction as new information is presented.
- Ability to work independently and balance multiple priorities.
- Ability to work with multiple stakeholders, both external and internal in a collaborative and supportive manner to most effectively meet project goals.
About FP Canada
Established in 1995, FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. Learn more at FPCanada.ca.
Working With FP Canada
We’re FP Canada, a team of passionate and progressive professionals. FP Canada employs over 55 people, and our office is located in downtown Toronto. This is a full-time permanent position working 5 days per week, during core business hours, with some flexibility required. This hybrid position is based in Toronto; however, we welcome applications from qualified candidates across Canada who are seeking a fully remote arrangement.
We are committed to wellness and a healthy work environment for our employees. You will earn a highly competitive annual salary, generous paid vacation and personal time, and you will enjoy our comprehensive employee benefits, RRSP matching program, professional development opportunities, flexible work arrangements and regular social events.
We are service-oriented, principled, and driven to make a societal impact, and we strive for and demand excellence, integrity, and respect from each other as well as our external stakeholders. We value collaboration and flexibility, and together have created a collegial and positive work environment.
Our Commitment to Inclusion and Diversity
FP Canada values inclusion and diversity, and different perspectives and experiences; and we are committed to working towards an inclusive and diverse organization, reflective of Canada’s population. We encourage candidates who identify in traditionally underrepresented communities (women, racialized persons, indigenous persons, LGBTQ2S+ and persons with disabilities) to apply.
Our Commitment to Accessibility
FP Canada is committed to ensuring equal access and participation for people with disabilities in accordance with the Ontario Human Rights Code (OHRC) and the Accessibility for Ontarians with Disabilities Act (AODA) . FP Canada will provide accommodation on request throughout the recruitment, selection and/or assessment process for applicants with disabilities. If you require accommodation, please inform our Human Resources Department at careers@fpcanada.ca.
Salary
Salary based on experience ranging from $90,000 - $100,000
How to Apply
Applications will be accepted until August 19, 2025. If you have any questions, please send an email to careers@fpcanada.ca.
We wish to thank all applicants for their interest and advise that only those selected for an interview will be contacted.
About FP Canada
A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning.
FP Canada is proud to have earned Great Place to Work Certification™ from the Great Place to Work Institute® Canada, the global authority on workplace culture.
See www.fpcanada.ca and www.financialplanningforcanadians.ca for more information.