Bilingual Field technology Consultant

Role overview Support independent financial advisors across Quebec and Atlantic Canada with technology issues, adoption of approved tools, and practical advice on safe technology use. This is a primarily reactive, client-facing role: you will resolve issues within your remit, coordinate escalations with internal teams, and help advisors keep their practices operating smoothly. Support is provided in English and French, with occasional travel across the Eastern region.

Responsibilities - Assess escalated technology problems, resolve those within your scope, and coordinate other issues through to resolution. - Connect advisors with internal support teams, communicate progress, and surface recurring issues that disrupt their work. - Coach advisors on approved technology, services, workflows, and support resources, adapting guidance to their level of technical comfort. - Create practical job aids and explain technology standards, cybersecurity, data handling, and technology risks. - Help new advisors and transitioning practices prepare their technology access and setup with internal partners. - Provide secondary support for technology needs related to office openings, moves, renovations, and similar changes.

Requirements - At least five years in technology support, field support, advisor support, or a similar client-facing IT role. - Working knowledge of Microsoft 365, end-user devices and peripherals, basic connectivity, and common business technology issues. - Experience triaging problems and coordinating resolution across multiple teams. - Strong spoken and written English and French, with the ability to explain technical topics to non-technical users. - Related post-secondary education or equivalent practical experience. - Ability and willingness to travel within the Eastern region as required.

Nice to have - Experience in financial services or supporting independent financial advisors. - Strong customer service, sound escalation judgment, and the ability to manage competing requests while following technology and risk policies.

Benefits and work setup - Remote work arrangement; the role supports advisors across Quebec and Atlantic Canada. - Eligible employees may access health, dental, vision, mental health, disability, life, wellness, and family assistance coverage; retirement savings options; and paid time off. Eligibility and specific offerings vary.