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

    Conquest Planning Inc.
    Conquest Planning Inc. Winnipeg, MB, Canada

    1 week ago

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    Description
    Conquest Planning is a rapidly growing company in the financial technology space. 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.

    Be the main point of contact for end-users of the Conquest Planning application (e.g., 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
    Pro-actively drive the development and updates of training programs and supporting material, including:
    In-app guidance and help tools
    Training videos
    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

    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
    Previous experience using financial planning technology
    Project management or business analysis experience

    By building positive and collaborative relationships with Product Management, Customer Success, Enterprise Support, and other stakeholders
    By having a genuine interest in financial planning and a passion for making advice accessible to more people
    By being a keen technology adopter who can employ your financial planning expertise in working with technology

    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.

    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 human.

    Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility.
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