Optimize Financial Group seeks an in office 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 clear 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
• Solid 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 Ontario
🏢 Optimize Financial Group
📍 Ontario