Bilingual Product Support Specialist

3 days ago Be among the first 25 applicants

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. The company’s mission is to ensure that everyone has access to great financial advice, transforming the financial planning landscape and improving outcomes for all clients.

Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. We are based out of Winnipeg, Manitoba and have team members located across Canada, the United States, and United Kingdom.

We are seeking a Bilingual Product Support Specialist to join our dynamic team!

Reporting to the Director, Advisor Support and Training, the Bilingual Product Support Specialist is primarily responsible for assisting end-users of the Conquest financial planning software by answering questions and providing in-depth functional support, including modelling a broad range of financial planning concepts. Secondary responsibilities could include creating and maintaining knowledge base content, user training materials, interactive training delivery, and functional business testing.

This is a remote / work from home opportunity.

• Deliver expert-level support by helping users navigate Conquest’s financial planning tool and by coaching them to effectively apply SAM, Conquest’s Strategic Advice Manager, within dynamic, goal-based financial planning scenarios. Ensure users understand how to leverage SAM’s AI-driven recommendations and digital co-planning features.
• Stay up to date with platform enhancements, financial planning trends, and regulatory changes.
• Analyze user feedback to identify recurring issues and opportunities for product improvement.
• Collaborate with internal teams to continuously improve the support experience.

• Facilitate engaging training sessions and webinars and create videos that promote adoption of Conquest’s platform. Tailor content to diverse advisor audiences and support inclusive learning experiences across Canada and globally.
• Become familiar with new training and adoption techniques and platforms, and continue building personal knowledge in the relevant areas.
• Contribute to the development of inclusive learning experiences across Canada and globally.

• Develop and maintain high-quality support resources, ensuring that documentation reflects current platform capabilities and user needs, including:
• Knowledge base articles
• Instructional videos
• In-app guidance and help tools

• Collaborate on cross-functional initiatives, including product testing, user experience improvements, and strategic planning efforts.
• Support hours are Monday to Friday, 8:00 AM to 8:00 PM ET.
• Candidates must be available to work flexible hours within this window.

• Bachelor's degree or equivalent experience in financial services.
• Strong analytical and problem-solving skills, with the ability to interpret data and user behaviour.
• Excellent written and verbal communication skills in both English and French
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• Proven ability to manage competing priorities and deliver results.
• Self-motivated and collaborative team player.
• Tech-savvy with a passion for learning and adapting in a fast-paced environment.

• Experience as a financial planner or paraplanner.
• Hands-on experience with financial planning platforms or CRM tools.
• Knowledge of training methodologies and user adoption strategies.
• Exposure to project management or business analysis.

• Building strong, collaborative relationships across teams to deliver exceptional support.
• Having strong communication skills and an empathetic can‑do approach to problem resolution.
• Demonstrating a passion for financial planning and Conquest's mission to democratize advice.
• Embracing technology and continuous learning to stay ahead of platform innovations.