Optimize Financial Group seeks an on-site Systems and Technology Training Specialist in Toronto, Ontario. Drive effective use of CRM and advisor tools through impactful training sessions.
This full-time role involves leading one-on-one and small group training with financial advisors. Your mission is to ensure advisors confidently adopt core systems and technology. You'll conduct structured training on tools while maintaining a professional atmosphere and reinforcing transparent next steps.
Key Responsibilities:
• Lead one-on-one and group training sessions with advisors
• Deliver live training on CRM and advisor portal systems
• Guide advisors through workflows and task management




• Assist in managing questions and objections during sessions
• Collaborate with teams for high-quality advisor support
Requirements:
• Minimum 2 years of training or coaching experience
• Strong communication and presentation skills
• Ability to explain technical concepts to non-technical users
• Organized with real-time adaptation skills
• Experience in financial services technology is an asset
Embrace the chance to enhance advisors' skills and confidence at Optimize Financial Group in Toronto.
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📌 Training Specialist at Optimize Financial Group (Toronto)
🏢 Optimize Financial Group
📍 Toronto