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

    Conquest Planning Inc.
    Conquest Planning Inc. Winnipeg, Canada

    1 week ago

    Default job background
    Technology / Internet
    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 application
    • Deliver user training sessions and host Conquest Planning application webinars
    • Promote the user adoption of the Conquest application in line with Conquest's mission and strategy
    • Pro-actively drive the development and updates of training programs and supporting material, including:
    • Knowledge base articles
    • In-app guidance and help tools
    • Training videos
    • Log user feedback and collaborate with the product and development teams on an on-going basis to seek opportunities for product enhancement
    • Participate in various working groups & cross-departmental projects as required
    • Become familiar with new training and adoption techniques and platforms and continue building personal knowledge in the relevant areas
    • Keep 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 role
    • A financial planning designation (QAFP, PFP, CFP, etc) is required
    • Familiarity with training best practices and adoption strategies
    • Exceptional written and verbal English and French communication skills
    • Strong analytical and problem-solving skills with ability to gather and analyze data
    • Ability to manage and prioritize workload with competing deadlines
    • Ability to work independently as well as collaboratively within a team
    • Attention to detail and ability to learn and adapt

    Advantageous:

    • Previous experience as a paraplanner or financial planner highly beneficial
    • Previous experience using financial planning technology
    • Project management or business analysis experience

    How you will succeed:

    • By building positive and collaborative relationships with Product Management, Customer Success, Enterprise Support, and other stakeholders
    • By having strong communication skills, and an empathetic can-do approach to problem resolution
    • By having a genuine interest in financial planning and a passion for making advice accessible to more people
    • By having an aptitude for technology and enjoy learning new concepts
    • By 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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