Opportunities From: CFA Society Toronto

Writer:

Craft articles on topics such as finance, ESG, and responsible investing.Receive detailed briefs, guiding questions, and access to expert sources for interviews.Build your writing portfolio and engage readers with your unique perspectives.

Peer Reviewer:

Review and provide constructive feedback on submitted articles.Help ensure high-quality, impactful content for The Analyst.Receive reviewer guidelines and briefs to guide your evaluations

Skills & Qualifications:

Current CFAST member in good standingExperience or strong interest in communications, marketing, education, content creation, journalism, or publishing.Whether you’re passionate about writing or enjoy providing thoughtful, constructive input, we welcome your contributions.

Key Responsibilities

Participate actively and regularly in Committee meetings.Contribute time, knowledge, skill and subject matter expertise to the fulfillment of the Committee's mandateUnderstand their role, expectations, and accountabilities as determined by the Committee Chair.Undertake work as assigned by the Committee Chair to support and implement the Committee’s plans.Help identify and secure subject matter experts, speakers, and interviewees for social media content, as required.Act as an on-camera host or interviewer for digital content, including videos and podcasts, facilitating engaging conversations with industry experts, as required.Develop and maintain a climate where mutual support, trust, respect, courtesy, teamwork, creativity, and a sense of humour are valued.Serve as ambassadors of the Digital Content Committee on matters related to amplifying our influence and impact within the investment and financial services industry and expanding our member community, as required.Supporting our marketing and communications activities, as needed.Other duties as assigned by Committee Chair(s).

Time Commitment & Term

Two-year term, renewable for an additional two-year term if mutually agreed.Ability to attend at least 75% of the committee meetings, which take place quarterly.Approximately 5 hours per month, including committee meetings, content creation, content review and ad-hoc event attendance.

Skills & Qualifications

CFA Charterholder or candidate.Current CFAST member in good standing.5+ year experience in the finance or related industryExperience or strong interest in podcasts, video interviews, digital content, communications, or online content creation.Strong communication and organizational skills; ability to work effectively in a team-oriented environment and a willingness to share insights and feedback.

Training & Support

Orientation from the Chair and/or Vice-Chair of the Digital Content Committee.Access to committee resources, volunteer tools, and staff support.Guidance from the Chair and Vice Chair on fulfilling assigned responsibilities.

Accountability & Reporting

Accountable to Chair (and Vice Chair) of Digital Content Committee.Works in collaboration with other Committee members, Committee chairs, and CFAST staff to meet strategic targets and campaign deadlines.

Goals

To increase the awareness of the CFA Charter and the Society.To actively identify B2B opportunities, engage, and refer strong leads to the Society for potential organizational partnerships.Assist in increasing non-membership revenues via sponsorship and advertising opportunities with the Society and its marketing opportunities.Work in collaboration with Society and other stakeholders to build and maintain strong and active relationships, activity levels and connectivity with external groups, such as but not limited to employers, other associations and the community at large.Liaise with CFA Societies Canada and the Society’s management in complementing their work and sharing local Society issues and advances within regulation impacting membership.

Duties & Responsibilities

Attend and participate in bi-monthly meetings, sub-committee meetings and any ad hoc committee meetings as required.Encourage membership in the Society using B2B engagement.Work with other committee members and CFA Society Toronto staff to define a stakeholder map for the External Relations Committee and associated target groups.Work in collaboration with CFA Society staff and other stakeholders to maintain, build, and grow strong and active relationships with external organizations and groups, including but not limited to employers, other professional organizations, and our local CFA Society Toronto and investment community.

Time Commitment

Average 15-20 hours annually.Bi-monthly meetings - virtual format with a quarterly in-person meeting.

Requirements

Be a current CFA Society Toronto member in good standing.Be committed to supporting the Society's growth and influence in the industry.Must have excellent outreach, engagement, relationship management skills and experience.Mid-senior level role, with existing network an asset.Willingness to reach out to personal and professional network.Public speaking and presentation skills.Sales background in a B2B environment an asset.Comfortable/willingness to conduct outreach/cold calls.Must not have a current leadership role in another professional organization.Strong communicator and facilitator.Excellent organizational skills.Proven strategic leadership skills.

Application Evaluators

Applications are evaluated against established criteria. Evaluators are provided with a scoresheet and independently score eligible applications to help determine which events will be awarded sponsorship. Approximately one week is designated for review.

The Fall/Winter cycle applications are reviewed in October.

Application Deadline: . The Winter/Spring cycle applications are reviewed in November. Application Deadline: . Please Note: This is a project-based opportunity.

Requirements

Must be a CFA Society Toronto member in good standing of the Society.Strong communicator and facilitator.Excellent organizational skills.Proven strategic leadership skills.

Duties and Responsibilities

First volunteer Deadline:  

Outreach Representatives

Members interested in engaging with post-secondary students can volunteer to participate as speakers, panelists, or judges in classroom settings and student-led initiatives. CFA Society Toronto will reach out to any interested members to notify them of any upcoming outreach opportunities available.

Please note: This is a project-based opportunity.

Requirements

Must be a CFA Society Toronto member in good standing of the Society.Strong communicator and facilitator.Excellent organizational skills.Proven strategic leadership skills.

Time Commitment

Deadline to apply: