Elevate your career with Conquest as a Remote Advisor Solutions Consultant. Utilize your financial planning skills to help advisors leverage our cutting-edge 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 prospects
Verify new 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.

📌 Remote Advisor Solutions Consultant At Conquest Winnipeg
🏢 Conquest Planning
📍 Winnipeg