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Marketing Manager, Lifecycle, Digital Investing
BMO, Toronto, ON
Application Deadline: 04/04/2024Address:100 King Street WestThe Online Investing Lifecycle Marketing team is responsible for driving profitable customer growth strategies for online investing customers to help the bank achieve its financial objectives. The team is accountable for creating, deepening and retaining client relationships from point of acquisition, increasing customer loyalty & engagement through digital channels (email and in-platform communications). These strategies may include both short-term tactical changes, as well as longer-term transformational changes. The Marketing Manager will provide advice and support the marketing objectives of the BMO Investorline (BIL) Lifecycle Marketing team. This includes creating, developing, and executing complete marketing strategies, including, and is not limited to, new client onboarding, digital investing product cross sell, customer engagement, share of wallet and retention programs - all of which align to the overarching digital investing fiscal plan. In addition, regular review of campaign performance, producing insights that are actionable for the next iteration of such campaigns. Consults on marketing solutions delivered across BMO's digital properties that meet the goals and objectives of the assigned portfolio and deliver the intended customer experience. Leverages analytics to identify high-impact opportunities to improve customer engagement, conversion rates, customer retention and revenue as well as optimize the user experience across multiple technologies and properties such as web, mobile, and tablet applications. Works with a variety of stakeholders and initiatives to design, implement and measure performance of campaigns and programs. Ensures consistent application of BMO's brand and design system standards.Leads/participates in the design, implementation and management of new digital marketing campaign and program solutions. Will help develop strategies for Self Directed marketing campaigns, ensuring they are on brand and support overall organizational strategy to improve net customer growth by reducing attrition.Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Identifies opportunity and new strategies to drive customer growth for BIL products.Identifies optimization opportunities through the interpretation of customer insights and campaign/program performance measurement.Monitors and tracks campaign/program performance, user acceptance testing, and addresses any issues. Project Management & Execution 40%, Relationship Management 30%, Change Innovation & Efficiencies 20%.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions; may include campaign planning, content and creative development, monitoring/optimization and campaign reporting.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Collaborates with product, marketing, agency teams and channels teams to deliver on business objectives.Gathers and formats data into regular and ad-hoc reports, and dashboards.Analyzes data and information to provide customer behavior and campaign related insights and recommendations.Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.Monitors compliance with policy, brand standards and design system standards, escalates as required.Coordinates and executes campaign and program activities; makes changes to resolve issues.Monitors and tracks campaign performance and addresses any issues.Documents and maintain operational procedures and processes relating to digital marketing methodologies and campaigns.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Post-secondary degree in business, marketing, advertising or communications related discipline.Knowledge and experience in financial services (preferred) but not mandatory. Experience in managing campaign intake requests, gathering necessary information, and ensuring partners have all the assets they need for successful execution. Ability to work effectively with designers, copywriters, data and other team members to execute successful campaigns. Attention to detail when reviewing campaigns, spotting potential errors (broken links, typos, etc.) before launch. Monitors and tracks performance and addresses any issues. Produces regular and ad-hoc reports to assess success of marketing campaigns. Develops and implements short and long term plans/strategies, activation plans, schedules, budgets, communications and tactical plans, as required. Monitors progress against milestones, recommends and implements adjustments as necessary to meet business objectives. Develops and maintains relationships with internal/external partners to include vendors and suppliers. Identifies emerging issues and trends to inform decision-making. Exercises judgment to identify, diagnose, and solve problems within given rules Technical proficiency gained through education and/or business experience.Verbal presentation & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills and organization skills - In-depth.Data driven decision making - In-depth.Entrepreneurial spirt and team based attitude - in-depthGrade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
French Bilingual Content Writer
Scotiabank, Montreal, QC
Requisition ID: 191003Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Position: French Bilingual Content Writer, Total Wealth, Scotia Wealth Management - Client Solutions The Total Wealth (TW) Content Writer will be key to supporting the Canadian Wealth Management (CWM) advisory network, by transforming complex leadership, training, or strategic messages into plain language to enable advisory growth across Scotia Wealth Management (SWM) and MD Financial Management businesses. The TW Content Writer will be responsible for creating bilingual content (French and English) to engage and educate our audience, discover that supports the Practice Excellence team initiatives and Total Wealth Evolved strategy and Specialized Programs in CWM. The role will also support the internal communications and distribution of these materials. In addition to providing editorial support, the TW Content Writer will build strategic relationships to work with enterprise stakeholders while ensuring all activities conducted follow governing regulations, internal policies and procedures. Accountabilities Champions a client-focused culture to deepen relationships with them and leverage broader Bank relationships, systems, and knowledge.Champions a high-performance environment and contributes to an inclusive work environment.Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Develop engaging internal and external contentPlay a key role in developing content related to Canadian Wealth Management’s strategy to deliver comprehensive advice to current and future clients Collaborate and partner with Practice Excellence, Marketing and Strategy teams to brainstorm impactful content ideas and develop internal content that supports training and coaching programs, and inspires advisor action Collaborate with Investment Solutions, Product and Learning & Development SMEs to develop external content that educates new and existing clients with our suite of wealth management services - knowing when to use enticing emotional copy or clear step-by-step instructionWrite compelling short-form copy, distilling briefs into powerful, concise message for training events and executive communications Collaborate with subject matter experts to understand business-specific product and service capabilities and value propositions to craft content for multiple channels (advisor or internal websites, turnkey emails, memos, social, etc.). Collaborate with marketing team and external copywriters to ensure content is easy to understand and aligned to CWM brand values and toneWork with members of the creative team (designers and developers) to bring content to life and ensure the value proposition and story is clearly understood by advisors or clients. Shape key messaging by understanding consumer insights and motivating factors, which will resonate and compel the advisors and clients to act. Research ideas and provide editorial support for technical thought leadership papers, and develop secondary plain language content to support advisor and client education on targeted topics Provide oversight to French translation process for internal and external content Primary Manager:Senior Manager, Strategic Initiatives & Insights, Practice Excellence - Client Solutions Examples:Cultivate and maintain strong working relationships with internal/external stakeholders Demonstrate leadership abilities and collaborate effectively with various partnersAbility to identify gaps and develop appropriate solutionsAbility to lead and manage virtual workgroupsExcellent written and verbal communication skills; attention to accuracyResults and client-focused, proactive and self-driven with ability to exercise independent judgementProficient in Windows 10 applications (OneNote, MS Teams)Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) Education / Experience / Other Information (include only those that are specific to the role)Proficiency in English and FrenchKnowledge of adult learning principles and Accessibility Standards Canada (Assets)Online, eLearning development experienceA keen enthusiasm for and understanding of writing persuasively for multiple mediumsHighly proficient computer skills2-3 years of copywriting experience in an agency or corporate environmentDegree or equivalent in Journalism or Copywriting Experience in financial services an assetThe ability to work on multiple projects simultaneously and effectively deliver on diverse writing demands, and within strict deadlines Working Conditions​​​​​​​Hybrid work environment (Location - remote work/hybrid, based in Canada) Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: ''for every future'', we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.