Peak Financial Group

Content Marketing Manager

• Design, write, produce, and deliver a variety of digital and multimedia content, including articles, internal communications, videos, animated clips, podcasts, audio and video content, photography, visual assets, and content for digital platforms
• Adapt content to distribution channels and communication objectives
• Ensure the editorial, visual, and narrative quality of content in accordance with PEAK brand standards
• Optimize content for digital use, including clarity, accessibility, and reusability
• Advise internal teams and financial advisors on formats, tools, user journeys, and production methods
• Translate business and communication needs into creative, practical, and measurable solutions
• Collaborate with marketing, communications, operations, and external partner teams
• Integrate generative artificial intelligence tools into creative processes, particularly for ideation, writing, editing, subtitling, format adaptation, and automation
• Optimize and standardize production processes
• Provide functional management, implementation, and continuous improvement of PEAK’s learning platform
• Plan and lead the operational rollout of the new communications platform
• Define, track, and interpret platform usage, adoption, and effectiveness metrics
• Monitor digital tools used in the financial services industry and recommend improvements
• Lead the art direction and production of visual, digital, and multimedia components for corporate events
• Coordinate event sponsors, including their visibility elements, deliverables, activations, and commitments
• Produce and coordinate event content, including invitations, web pages, presentations, visual materials, and post-event communications

Senior Advisor, Digital and Multimedia Content Production

Compliance

• Act as a senior subject-matter expert on regulations applicable to brokerage activities, particularly securities dealing.
• Analyze new requirements and contribute to their implementation across the organization.
• Lead or support complex compliance matters, including investigations, complaints, high-risk outside activities, conflicts of interest, matters involving vulnerable persons, product approvals, and other situations requiring in-depth regulatory expertise.
• Contribute to the governance and oversight of regulatory programs, including anti-money laundering (AML) and FATCA/CRS.
• Participate in the development, updating, and application of internal policies, procedures, and controls.
• Play a key role in preparing for and following up on regulatory examinations and coordinating resulting action plans.
• Contribute to audit and control activities and analyze identified trends and risks to recommend appropriate measures.
• Serve as a resource for compliance teams, supervisors, and management on complex regulatory matters.
• Participate in organizational projects involving regulatory considerations and support teams in identifying and managing compliance risks.
• Work closely with legal, operations, and business teams to analyze and resolve compliance issues.
• Support the CCO in analyzing regulatory matters, identifying compliance risks, and continuously improving the compliance program.
• Lead certain priority matters or initiatives requiring coordination across multiple functions within the department or organization.

Senior Advisor, Compliance and Regulatory Affairs

Agent

• Perform daily bank and trust reconciliations
• Prepare deposits and bank transfers between trust and corporate accounts
• Follow up on and resolve outstanding items
• Participate in internal and external audits
• Process advisor commissions, payments, and adjustments
• Import and reconcile commission files
• Respond to advisors’ inquiries regarding commissions
• Assist with the preparation of T4A tax slips
• Collaborate with various teams and internal partners
• Participate in continuous improvement and automation projects
• Contribute to knowledge sharing and cross-training within the team

Trust Accounts and Commissions Agent – 1-Year Contract

Content Writer

• Write and coordinate the firm’s social media posts according to the content calendar
• Develop, write and distribute posts and communications supporting PEAK’s communication objectives and visibility
• Support departments in writing, proofreading and adapting communications, presentations and documents
• Transform technical, operational or specialized information into clear, accessible and audience-appropriate content
• Collaborate with the HR team to promote the employer brand through digital campaigns
• Manage, coordinate, update and ensure the quality of content across digital platforms
• Produce, publish and optimize content for communication, recruitment and business development initiatives
• Structure messages using AIDA, PAS and other copywriting methodologies
• Apply digital writing and optimization best practices, including SEO, AEO, AIO and GEO
• Manage comments, messages and interactions on social media, escalating issues as needed
• Measure content performance and make data-driven recommendations
• Create automated communications based on the user journey
• Manage and coordinate the content offering for advisors
• Design publication materials for advisors and internal departments
• Maintain a professional and consistent presence on social media
• Conduct competitive social media monitoring and present quarterly findings
• Identify and propose content and visibility opportunities
• Optimize digital journeys and content to support engagement, conversion and business objectives
• Coordinate marketing projects from needs clarification through final delivery, tracking milestones, timelines, stakeholders and approvals
• Collaborate with external agencies on selected digital productions
• Propose and implement creative ideas to enhance the participant experience at virtual events
• Coordinate communications, content and marketing tools related to virtual and in-person events
• Coordinate the production of invitations, presentations, signage, digital content, visual assets and follow-up communications
• Ensure the quality, accuracy and consistency of event deliverables
• Support event promotion across PEAK’s communication channels
• Gather and analyze participant feedback and recommend improvements
• Plan and distribute communications at every stage of the event journey, from invitations to post-event follow-up

Senior Advisor, Digital and Multimedia Content Production

Senior Advisor, Compliance and Regulatory Affairs

Trust Accounts and Commissions Agent – 1-Year Contract

Marketing Coordinator, Digital Content Writer