Conseiller(ère) bilingue en technologie
Core
Provide trusted technology support, troubleshooting, and user education to independent financial advisors across Quebec and Eastern Canada.
Role type
Senior IC technology support specialist (bilingual)
Builds
Productive day-to-day operations for a geographically distributed advisor community
Domain
Financial services / IT support
Deliverable
client delivery
Required skills
Technical troubleshooting, Microsoft 365 proficiency, user education, cybersecurity guidance, stakeholder liaison, bilingual communication, risk assessment
Preferred skills
Financial services experience, travel within Eastern Canada
Technologies
Microsoft 365, collaboration tools
Responsibilities
Support independent financial advisors with reported technology issues by assessing situations and coordinating resolution; Resolve technology issues directly when within role's expertise; Act as a liaison between advisors and internal support teams; Identify recurring technology challenges and communicate patterns to internal teams; Provide personalized one-on-one technology guidance and create practical reference materials; Provide practical guidance on technology standards, cybersecurity, and data handling; Ensure technology recommendations align with approved standards; Support new advisors with technology setup and access; Contribute to technology-related operational changes like branch openings; Balance responsive support with security requirements and risk considerations.
