Product Support Analyst

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 Product Support Analyst to join our dynamic team!

As Product Support Analyst, you will be a contact for customers/users of the Conquest Planning tool. Your role is to support and assist these users with their technical questions and provide problem solving and resolution.

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

Duties of the role include:

1. Providing timely support to users to help fix technical problems or issues
2. Working independently and as part of a team towards a common goal
3. Managing and prioritizing multiple projects and competing deadlines
4. Using internal systems to document support requests and manage knowledge base content
5. Familiarity with general financial planning concepts
6. Collaborating with team members across the organization
7. Keeping up to date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation
8. Shift Hours of Operation 11:30 AM – 8:00 PM EST

Qualifications required:

1. Post secondary education in business and/or combination of education and work experience in a financial services, help desk, or customer service role
2. Technically oriented and quick study of new systems and tools
3. Familiarity with financial planning software is an asset
4. Superior written and verbal communication skills
5. Strong analytical and problem-solving skills
6. Fluent written and spoken French is an asset

What to expect:

1. An inclusive culture comprised of extremely talented individuals.
2. A leadership team with a proven track record of success.
3. The opportunity to join a company as it expands across the globe.
4. 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 Analyst in the subject line to Human Resources at human.resources@conquestplanning.com by March 28, 2025.

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 human.resources@conquestplanning.com.