Bilingual Field technology Consultant

Accountabilities:

• • Support independent financial advisors with escalated technology issues by assessing problems, determining appropriate next steps, coordinating internal support, and guiding issues through resolution.
  • Provide direct technical assistance for issues that fall within the role’s scope and expertise.
  • Act as a liaison between advisors and internal technology support teams, ensuring issues progress efficiently while communicating recurring challenges and pain points.
  • Help advisors understand, adopt, and effectively use approved technology platforms, services, workflows, and support resources.
  • Deliver tailored one-on-one coaching to advisors with varying levels of technical proficiency.
  • Create and maintain advisor-facing job aids, guidance materials, and practical technology resources.
  • Provide guidance on technology standards, cybersecurity, data handling, technology risk, and the evaluation of technology products and services within approved frameworks.
  • Support new advisors and transitioning practices with technology setup, access, and readiness activities in collaboration with internal teams.
  • Contribute to technology-related business initiatives such as branch openings, relocations, renovations, and similar projects as a secondary responsibility.
  • Balance responsive advisor support with applicable technology policies, standards, security requirements, and risk considerations.
  • Travel within the Eastern region as required to support advisors and business activities.

  Requirements:

  • At least 5 years of experience in technology support, field support, advisor support, client-facing IT, or a similar technology-focused role.
  • Strong understanding of end-user technology environments, including devices, peripherals, Microsoft 365 applications, connectivity fundamentals, and common business technology challenges.
  • Proven ability to assess technical issues, triage support requirements, and coordinate resolution across multiple teams.
  • Strong working knowledge of Microsoft 365 and related productivity and collaboration tools.
  • Excellent ability to explain technical concepts clearly and practically to non-technical users.
  • Post-secondary education in a relevant discipline or equivalent practical experience.
  • Fully bilingual in English and French, both written and spoken, with the ability to communicate effectively with clients across multiple Canadian provinces.
  • Strong customer service orientation and ability to establish trust and credibility with financial advisors and other stakeholders.
  • Sound judgment and problem-solving skills, particularly when determining the appropriate resolution path and engaging internal technical experts.
  • Highly organized, responsive, and capable of managing multiple priorities in a primarily reactive support environment.
  • Ability to work independently while collaborating effectively with internal teams and stakeholders.
  • Ability to balance client needs with organizational policies, technology standards, cybersecurity requirements, and risk considerations.
  • Willingness and ability to travel within Eastern Canada when required.
  • Experience in financial services or supporting independent financial advisors is an asset.

  Benefits:

  • Salary range of CAD $88,800–$138,800, depending on location, qualifications, experience, education, skills, and other job-related factors.
  • Opportunity to participate in incentive programs and earn performance-based incentive compensation.
  • Fully remote working arrangement.
  • Health, dental, vision, and mental health benefits.
  • Short- and long-term disability coverage.
  • Life and accidental death and dismemberment insurance.
  • Adoption and surrogacy benefits.
  • Wellness programs and employee/family assistance resources.
  • Retirement savings options, including pension programs and global share ownership opportunities with employer matching contributions.
  • Financial education and counseling resources.
  • Paid holidays, vacation, personal, and sick days.
  • Statutory leaves of absence.
  • Flexible work environment designed to support employee wellbeing and inclusion.
  • Opportunities for learning, professional development, and career growth.
  • Opportunity to work with financial professionals and internal technology teams across Eastern Canada.