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 a Product Support Analyst to join our dynamic team!

The Product Support Analyst is responsible for supporting tactical efforts at Conquest Planning with a focus on delivering best-in-class customer service. As a detail-oriented individual, the Product Support Analyst is a main contact for customers / users of the Conquest Planning tool. The analyst supports and assists Conquest customers by first understanding the inquiry and then responding to the functional and/or technical questions in a timely manner. This individual closely collaborates with internal Conquest team members.

This is a remote / work from home opportunity.

Duties of the role include:

• Best-in-class customer service
  
  • Provide timely support to users to address functional questions and/or technical issues (ticket follow-up and management of multiple tasks)
  • Provide quality support that addresses user questions and/or issues by actively using concise and clear communication skills (Full awareness of Conquest software/agile cycle)
• Analytical acumen skill
  
  • Critical thinking, trouble-shooting, and analytical skillset to triage functional and technical issues/questions as they arise
• Collaboration and teamwork
  
  • Work in cross functional and international teams
  • Active member of the delivery team with a focus on several identified clients to support all ticket triage/response efforts
• Independent and self-starter
  
  • Work independently and proactively start to take the next step on a question or issue with a measured intent to progress that item
    
• Avid learner and adaptable to change
  
  • Adapt to a fast-paced environment with ability to be agile and work on multiple items
  • Manage and prioritize multiple requests and competing deadlines
  • Learn and understand the use of internal systems to document support requests and responses
    
• Communication / presentation skills
  
  • Proactive initiation on follow-ups
  • Communicate with clients to create / provide clear documentation or breakdown of complex issues
• Financial Planning industry knowledge
  
  • Initiate ongoing learning efforts to stay abreast with Conquest functionality
  • Familiarity with general financial planning concepts
  • Keeping up to date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation
• Hours of operation – Availability
• Shift Hours of Operation 8:00 AM – 8:00 PM EST

Qualifications required:

• Post secondary education in business and / or combination of education and work experience in a financial service, help desk, or customer service role
• Technically oriented and quick study of new systems and tools
• Familiarity with financial planning software is an asset
• Superior written and verbal communication skills
• Strong analytical and problem-solving skills

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 Product Support Analyst in the subject line to Human Resources at human.resources@conquestplanning.com by April 15, 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.

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