Financial Services Education - Subject Matter Expert (SME)

We are looking for a highly experienced and motivated Subject Matter Expert (SME) in the areas of finance, investment, wealth management, insurance, or banking to lead the development of industry-relevant curriculum and content for our professional training programs.

This fully remote role involves designing and developing comprehensive course materials with assessments and ensuring smooth upload and integration into our Learning Management System (LMS) for both self-paced and instructor-led delivery.

Key Responsibilities

Curriculum & Content Development

1. Design structured curriculum aligned with certification standards and adult learning principles.

2. Develop detailed lesson plans, video scripts, case studies, practice assessments, and microlearning modules.

3. Create end-to-end content for courses such as:

• Canadian Securities Course (CSC)
• Investment Funds in Canada (IFC)
• Personal Financial Planning (PFP® pathways)
• Insurance, Wealth Management, and Compliance
• Risk Management and Portfolio Theory

4. Develop measurable learning objectives using Bloom’s Taxonomy.

Assessment Design

• Create quizzes, assignments, and certification-aligned assessments.
• Build question banks with feedback for formative and summative evaluation.
• Align assessments with course learning outcomes (CLOs) and program objectives (POs).

LMS Management

• Upload, test, and organize content within the LMS (e.g., Moodle, Canvas, Blackboard).
• Ensure SCORM compliance and accessibility standards.
• Collaborate with tech and instructional design teams for seamless integration and performance.

Quality Assurance & Review

• Review content to ensure clarity, accuracy, and regulatory compliance.
• Ensure alignment with professional frameworks such as CIRO, CSA, AMF.
• Incorporate feedback from reviewers, learners, and stakeholders.

Regulatory & Industry Alignment

• Stay current with Canadian and global financial education standards.
• Ensure course design meets regulatory and professional licensing requirements (e.g., PTIB, EQA, CIRO).

Qualifications & Skills

• Bachelors or Masters degree in Finance, Business, Economics, or related field.
• At least 5 years of industry experience in financial services or securities education.
• Prior experience developing courses for licensing exams (CSC®, PFP®, CIM®, LLQP).
• Strong understanding of instructional design and adult learning methodologies.
• Proficiency in using LMS platforms (e.g., Moodle, Blackboard, Canvas).
• Excellent written and verbal communication skills.
• Strong research skills and attention to detail.
• Familiarity with Canadian and international financial regulations is a plus.

Preferred Certifications

• CSC® – Canadian Securities Course
• PFP® – Personal Financial Planner
• CIM® – Chartered Investment Manager
• LLQP – Life License Qualification Program
• CFP®, CFA®, or equivalent designations (an asset)

What We Offer

• 100% remote and flexible working hours
• Competitive compensation (retainer or project-based)
• Opportunity to shape impactful financial education content
• Work with a global team of instructional designers and subject experts
• Exposure to cross-border curriculum development and international learners

Working Hours:

• 9am to 6pm or 2pm to 11pm IST

Job Type: Full-time

Pay: ₹40,000.00 - ₹50,000.00 per month

Application Question(s):

• Do you have experience developing courses for licensing exams (CSC®, PFP®, CIM®,

LLQP)?

• Are you knowledgeable using LMS platforms (e.g., Moodle, Blackboard, Canvas)?
• Are you familiar with Canadian and international financial regulations?
• Where in India are you living?

Experience:

• Financial services: 5 years (Required)
• Securities Education: 5 years (Required)