Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. The company’s mission is to ensure that everyone has access to great financial advice, transforming the financial planning landscape and improving outcomes for all clients. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. We are based out of Winnipeg, Manitoba and have team members located across Canada, the United States, and United Kingdom.

We are seeking an Advisor Solutions Coordinator to join our dynamic team! The Advisor Solutions Coordinator supports Conquest’s online advisor community by connecting users to resources, answering common questions, and promoting engagement. This role nurtures a helpful community experience, assists with branding and user management requests, coordinates integration issues, and shares advisor feedback with internal teams to support adoption and successful use of Conquest’s platform.

This is a remote / work from home opportunity.

Duties of the role include:

Community engagement and moderation Monitor and moderate the advisor community by sharing resources, encouraging engagement, answering questions, and maintaining a professional, helpful environment. Identify common themes, feedback, and support needs, then share insights with appropriate teams. Branding and user management support Coordinate branding and user management requests from intake through follow-up, including clarification, tracking, documentation, and communication with configuration teams. Ensure branding and user management requests are complete, accurate, and aligned to customer expectations before delivery or technical review. Integration support Intake, triage, document, and follow up on integration issues. Track blockers, timelines, dependencies, owners, and customer updates to keep integration issues moving toward resolution. Advisor enablement and documentation Guide advisors and customers to learning resources, community discussions, help content, webinars, and support channels. Keep community posts, knowledge resources, and internal documentation current, accurate, and aligned with advisor workflows. Document issues, trends, branding requests, and integration concerns to support reporting, prioritization, and continuous improvement. Follow up on open items, validate outcomes as needed, and provide timely, consistent customer updates. Cross-functional coordination Build relationships with community members, and internal teams to support clear communication and issue resolution. Share updates, document decisions, clarify ownership, and escalate risks or delays when needed. Stay current on platform capabilities, community practices, branding processes, integration workflows, support procedures, and advisor needs.

Qualifications required:

2–4+ years in customer support, community management, customer success, implementation coordination, product support, or a related FinTech, SaaS, software, or financial services role. Experience supporting online communities, user groups, help channels, or customer engagement programs is an asset. Ability to coordinate branding, configuration, integration, technical, or implementation-related customer requests. Excellent written communication for community responses, customer messages, internal updates, and documentation. Strong organization, follow-through, attention to detail, and ability to manage multiple requests and open issues. Experience with Salesforce, Microsoft Office, CRM, community, ticketing, financial planning, or integration/support tools is an asset. Customer-focused, collaborative, curious, adaptable, and comfortable working across business and technical teams.

Preferred Qualifications:

Experience with online community platforms, moderation practices, or customer engagement programs. Familiarity with financial planning software, advisor workflows, or FinTech customer support. Experience coordinating technical escalations, integration issues, or customer-facing help content.

You will succeed by:

Increasing community engagement and advisor self-service confidence. Improving visibility, ownership, and follow-through for branding and integration requests. Helping reduce repeat questions by connecting users to clear, current resources. Turning customer feedback and community insights into actionable internal improvements.

What to expect:

An inclusive culture comprised of extremely talented individuals. A leadership team with a proven track record of success. The opportunity to join a company as it expands across the globe. Competitive compensation and generous benefits.

How to Apply:

We’re excited to learn about you and want to give you the opportunity to set yourself apart from everyone else. Along with your Resume, send us a personalized Cover Letter, Email or Video telling us why you are interested in this job, the fintech industry, and the reason you would like to work with us.

Next steps: If this exciting opportunity is of interest to you, please forward your application as described above with Advisor Solutions Coordinator in the subject line to Human Resources at human.resources@conquestplanning.com by July 20, 2026.

We thank all applicants for their interest. Only those invited for an interview will be contacted. Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact human.resources@conquestplanning.com.