Elevate digital proficiency across Richardson Wealth as a Wealth Digital Enablement Trainer. Guide advisors in utilizing up-to-date tools to boost performance and client satisfaction.
In this role, the Wealth Digital Enablement Trainer focuses on delivering impactful training solutions tailored to the needs of financial advisors. You will play a key role in empowering teams by simplifying technology and connecting it to their everyday workflows. Understanding the advisor experience is essential for translating technical information into practical applications that drive results.
Key Responsibilities:
• Facilitate training sessions to enhance user engagement
• Map advisor workflows and recommend optimizations
• Support change management initiatives for digital tools




• Develop scenario-based materials for effective learning
• Track and report on adoption metrics and feedback
Requirements:
• Expertise in wealth management training and enablement
• Familiarity with CRM and advisory platforms
• Proficient in both English and French, a major asset
• Robust communication skills with a focus on clarity
• Passion for driving technology adoption in advisory practices
Support quality client interactions through enhanced digital training at Richardson Wealth.
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📌 Advisor Digital Training Specialist Toronto
🏢 Richardson Wealth
📍 Toronto