Elevate your career with Conquest as a Remote Advisor Solutions Consultant. Utilize your financial planning skills to help advisors leverage our creative technology for enhanced client engagement.

As Conquest Planning expands in the U.S. market, we seek a knowledgeable Advisor Solutions Consultant. This role centers on supporting financial advisors in maximizing our platform's value while enhancing product adoption and user education. You will contribute to continuous product improvements and impactful business growth driven by your deep product and financial planning expertise.

Key Responsibilities:



• Provide expert support navigating Conquest’s financial planning platform • Deliver training sessions and webinars to boost product adoption • Analyze user feedback to pinpoint product enhancement opportunities • Verify recent features meet business requirements through testing • Develop high-quality documentation reflecting platform capabilities

Requirements: • CFP, ChFC, FPQP, or equivalent designation • Bachelor’s degree or equivalent experience • Solid understanding of financial planning concepts • Exceptional problem-solving and communication skills • Ability to manage multiple priorities efficiently

Bring your financial planning knowledge and tech skills to Conquest, shaping the future of financial planning. #J-18808-Ljbffr

📌 Remote Advisor Solutions Consultant At Conquest Winnipeg (Canada)
🏢 Conquest Planning
📍 Canada