Bilingual Field technology Consultant
Core
Provide escalated technology support, coaching, and guidance to independent financial advisors across Eastern Canada, ensuring effective use of approved tools and services.
Role type
Senior field technology consultant (client-facing IT support)
Builds
Technology support workflows and advisor readiness for financial services firms
Domain
Financial services / IT support
Deliverable
client delivery
Required skills
Escalated issue triage, Microsoft 365 administration, cybersecurity guidance, data management, stakeholder coordination, technical coaching, job aid creation, technology risk assessment
Preferred skills
Financial services experience, branch opening/relocation support
Technologies
Microsoft 365, productivity tools, collaboration platforms
Responsibilities
Assess and resolve escalated technology issues for advisors; provide one-on-one coaching on technology adoption; act as liaison between advisors and internal support teams; create and maintain advisor-facing guidance materials; guide advisors on cybersecurity and data handling standards; support new advisors with technology setup and readiness; travel within Eastern Canada to support business activities.
Seniority
Senior, hands-on IC with client-facing responsibilities