Shape the future of wealth management at Richardson Wealth as a Wealth Digital Enablement Trainer. Your role will empower advisors with the knowledge to excel using digital tools.
In this position, you will be instrumental in transforming how advisors interact with technology. By delivering tailored training sessions, you will help them navigate complex workflows and improve client service. Your skills in fostering change and providing user support will ultimately help enhance practice management and advisor-client relationships.
Key Responsibilities:
• Conduct engaging training sessions for advisors and teams
• Support the implementation of recent digital initiatives
• Simplify complex workflows for practical use




• Encourage long-term adoption of tools and processes
• Develop materials to enhance learning experiences
Requirements:
• Experience in wealth management training
• Bilingual in English and French is a plus
• Understanding of advisor and assistant workflows
• Excellent facilitation and communication skills
• Ability to promote behavioral change effectively
Support advisors in optimizing their practices and client engagements by leveraging digital enablement at Richardson Wealth.
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📌 Digital Learning Trainer for Advisors (Toronto)
🏢 Richardson Wealth
📍 Toronto