Bilingual Field technology Consultant

- 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.

- 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.

- 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.