Bilingual Field technology Consultant

Jobgether SRL; United States; Remote; USD 62,000 - 98,000; Full time

Benefits offered by this job

Fully remote work

Extended health, dental, vision

Mental health benefits

Disability coverage

Life insurance

Pension programs

Flexible work environment

Learning and career growth

Financial education resources

Job summary

Jobgether SRL seeks a skilled technology support professional to assist independent financial advisors with complex tech issues and seamless resolution. You will triage, coordinate across teams, and coach users on approved platforms and workflows.

With 5+ years in technology support and strong MS 365 knowledge, you will explain concepts clearly to non-technical clients and work bilingually in English and French across Eastern Canada.

Qualifications

• 5+ years in technology support or related advisory roles.
• Strong understanding of end-user tech environments and MS 365.
• Able to triage issues and coordinate resolution across teams.
• Fully bilingual in English and French is considered an asset.

Responsibilities

• Assist independent financial advisors with escalated tech issues and guide resolution.
• Provide direct technical assistance within scope and expertise.
• Liaise between advisors and internal tech support teams to ensure progress.
• Coach advisors on using approved technology platforms and workflows.
• Create advisor-facing guidance materials and job aids.
• Support technology standards, cybersecurity, data handling, and risk evaluation.
• Assist new advisors with tech setup and readiness with internal teams.
• Travel within the Eastern region to support advisors.

Skills

End-user support

Microsoft 365 proficiency

Customer service orientation

Effective communication

Education

Post-secondary education

Tools

Microsoft 365

Connectivity fundamentals

Job description

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.