Equisoft | Job Opportunities
10.08.2017 to 22.08.2017
at P3
Montreal, Canada

Product Specialist

Job description

Equisoft is always searching for new talent! Reporting to the Director, Wealth Management Solutions, the Product Specialist is responsible for maintaining a thorough understanding of all Equisoft Wealth Management Solutions offerings with the objective of maximizing client satisfaction and supporting the constant evolution of the products. If you enjoy customer care and a good challenge, send us your resume!

A Day In Your Life

  • As primary client liaison, the Product Specialist must, first and foremost, provide efficient telephone and email technical support to individual and corporate clients
  • Perform time sensitive Quality Assurance testing (from a business perspective)
  • Ensure timely maintenance of data for various applications
  • Develop and update all Wealth Management Solutions user-guide related resources
  • Generate monthly usage statistics for various Wealth Management Solutions applications
  • Conduct Wealth Management Solutions training sessions as required (in-person, webinar or by telephone)
  • Document and communicate to other team members:
    • Issues concerning the target market
    • Competitive product news
    • Market trends
  • Occasionally represent EquiSoft at relevant seminars and conferences


  • 5+ years of financial industry experience
  • Have a solid understanding of the financial industry
  • Be fluent in English and French (spoken and written)
  • Fluency in a third language (particularly Spanish) would be an asset but is not a requirement
  • Be willing and able to interact directly with clients, in a professional manner, on a daily basis
  • Be able to excel in a challenging, fast-paced environment

Your Benefits

  • Competitive compensation
  • Comprehensive benefits packages
  • Flexible work schedules & collaborative workspaces
  • Career development
  • International assignments
  • Various social and team activities

About Equisoft

Founded in 1994, Equisoft offers advanced digital business solutions to its clients in the insurance and wealth management industries to support their growth. The firm develops and markets innovative front-end applications (InsuranceElementsTM and WealthElementsTM) featuring industry-leading user interfaces and state-of-the-art technology. In addition, Equisoft is an Oracle Insurance Policy Administration integration partner for some 20 carriers globally. To complete this unique offering, Equisoft brings extensive experience in data migration through its subsidiary Universal Conversion Technologies (UCT). Equisoft has a growing team of nearly 300 specialized resources based in the US, Canada, Chile, South Africa and India.

Submit your application





Select One

Tell us about yourself

Upload your resume


Thank you for submitting your application for employment at Equisoft. We will contact successful applicants for an interview. Best wishes for success with the process! And thank you for your interest in a career with Equisoft.