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    Product Support Specialist - Winnipeg, Canada - Conquest Planning Inc.

    Conquest Planning Inc.
    Conquest Planning Inc. Winnipeg, Canada

    1 week ago

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    Description
    Conquest Planning

    is a rapidly growing company in the financial technology space.

    Our innovative tool empowers users by making it simple to improve their client's financial outcomes using our highly intuitive interface.

    Our Mission is to one day make great financial advice available to everyone and improve financial literacy around the world.

    We are based out of Winnipeg, Manitoba and have team members located across Canada, the United States, and United Kingdom.

    We are seeking a

    Product Support Specialist – Bilingual

    to join our dynamic team

    Reporting to the Director, Support Services, the

    Product Support Specialist – Bilingual

    is responsible for driving the user adoption initiative at Conquest Planning Inc.

    They will be the main point of contact for end-users of Conquest Planning (e.g., financial planners and financial advisors) and will assist with questions and provide in-depth functional support on how to model a broad range of financial planning concepts in the Conquest Planning application.

    As part of a wider team, they will also be responsible for creating and maintaining knowledge base content, user training materials, and interactive training delivery.

    This is a remote / work from home opportunity. Ideally, you are local to Winnipeg.


    Duties of the role include:
    Be the main point of contact for end-users of the Conquest Planning application (e.g., financial planners and financial advisors)

    Assist end-users with questions and provide in-depth functional support on how to model a broad range of financial planning concepts in the Conquest Planning applicationDeliver user training sessions and host Conquest Planning application webinarsPromote the user adoption of the Conquest application in line with Conquest's mission and strategyPro-actively drive the development and updates of training programs and supporting material, including:
    Knowledge base articlesIn-app guidance and help toolsTraining videosLog user feedback and collaborate with the product and development teams on an on-going basis to seek opportunities for product enhancementParticipate in various working groups & cross-departmental projects as requiredBecome familiar with new training and adoption techniques and platforms and continue building personal knowledge in the relevant areasKeep up to date with Financial Planning, industry user training concepts and adoption best practices


    Qualifications required:
    University bachelor's degree or equivalent work experience in a Financial Services roleA financial planning designation (QAFP, PFP, CFP, etc) is requiredFamiliarity with training best practices and adoption strategiesExceptional written and verbal English and French communication skillsStrong analytical and problem-solving skills with ability to gather and analyze dataAbility to manage and prioritize workload with competing deadlinesAbility to work independently as well as collaboratively within a teamAttention to detail and ability to learn and adapt


    Advantageous:
    Previous experience as a paraplanner or financial planner highly beneficialPrevious experience using financial planning technologyProject management or business analysis experience


    How you will succeed:
    By building positive and collaborative relationships with Product Management, Customer Success, Enterprise Support, and other stakeholdersBy having strong communication skills, and an empathetic can-do approach to problem resolutionBy having a genuine interest in financial planning and a passion for making advice accessible to more peopleBy having an aptitude for technology and enjoy learning new conceptsBy being a keen technology adopter who can employ your financial planning expertise in working with technology


    What to expect:
    An inclusive culture comprised of extremely talented individuals.
    A leadership team with a proven track record of success.
    The opportunity to join a company as it expands across the globe.
    Competitive compensation and generous benefits.


    How to Apply:


    We're excited to learn about you and want to give you the opportunity to set yourself apart from everyone else.

    Along with your Resume, send us a personalized Cover Letter, Email or Video telling us why you are interested in this job, the fintech industry, and the reason you would like to work with us.


    Next steps:
    If this exciting opportunity is of interest to you, please forward your application as described above with

    Product Support Specialist – Bilingual

    in the subject line to Human Resources at by

    May 8, 2024.

    We thank all applicants for their interest. Only those invited for an interview will be contacted.

    Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact
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