Senior Advisor, Office of the Investor

at  CIRO OCRI

SKILLS AND COMPETENCIES:

• Bachelor’s degree
• Minimum of 5 years of relevant work experience in investment industry regulation, consumer protection, investor education, communications or digital content design and delivery
• Experience in financial services and investments, with understanding of the complex and broad issues faced by the organization and industry
• Experience in stakeholder management
• Experience drafting regulatory policy or educational content, particularly for investors or consumers
• Experience analyzing data
• Excellent written communication, content writing and verbal presentation skills in both English and French
• Strong ability to build relationships and work closely with internal and external stakeholders at all levels
• Ability to multitask and strong organizational skills
• Strong ability to lead projects as part of a team or independently
• Advanced problem-solving and critical-thinking skills to comprehend complex issues and develop appropriate solutions
• Bilingual, French is required

CULTURE AND WORKING ENVIRONMENT

Life at CIRO is purpose and performance- driven. We foster an inclusive culture where teamwork, a forward-thinking attitude, and integrity are at the core of everything we do. This creates an environment where employees thrive, grow, and are empowered to learn and contribute their best.
Joining CIRO means becoming part of a dynamic and transparent organization that values accountability and is committed to maintaining the highest standards of regulatory oversight in the financial industry.
Looking for a career where you can safeguard the integrity of Canadian markets? Join CIRO and be part of the team that secures our financial future.

CORE RESPONSIBILITIES:

• Investor Education
• Lead the development of educational materials to assist investors in better understanding personal finance, investment products, risks and regulatory protections
• Work with other members of the Office of the Investor team to deliver investor education and outreach through multiple channels and delivery methods
• Collaborate with other organizations on educational initiatives
• Research and Investor Protection Initiatives
• Lead research that assists in better understanding investor behavior, circumstances and outcomes.
• Use research to test policy proposals
• Lead research projects including procurement and dissemination of results
• Provide subject matter expertise on initiatives to better protect investors and advance the investor perspective within the organization
• Assist in the development of investor-focused policy initiatives
• Support the Investor Advisory Panel
• Support the IAP in coordinating with internal and external parties, conducting research and preparing materials for meetings and communications
• Engagement and Outreach
• Engage with external stakeholders, including investors, investor and consumer advocacy groups, regulators and others
• Partner and collaborate internally to understand emerging investor issues and provide feedback on regulatory priorities and initiatives

OUR PURPOSE AND OUR IMPACT

With offices across Canada - from Vancouver to Montreal, our mission is to promote healthy capital markets by regulating fairly and effectively so that investors are protected and confident investing in their futures. As a regulator, we understand that we are all investors. Therefore, a career with us is a career with purpose, protecting our future. Our mission is to serve Canadians by overseeing investment and mutual fund dealers as well as trading activity on Canada’s marketplaces to ensure safe and equitable trading and investments. As regulators, we understand that we are all investors, and therefore a career with us is a career with purpose protecting our future.