Transform advisor experiences at Richardson Wealth as a Wealth Digital Enablement Trainer. This role focuses on enhancing the understanding and use of technology to benefit advisory practices. As a key member of the training team, you'll guide advisors and support staff in maximizing the value of digital tools.

Your ability to make complex processes simple and engaging will drive successful adoption and overall workflow efficiency. By partnering with stakeholders, you'll support initiatives that improve client service and operational effectiveness. Key Responsibilities:

- Deliver impactful training for advisors and support staff
- Optimize use of platforms like AX360 and Salesforce
- Identify and rectify workflow inefficiencies
- Provide ongoing support and coaching for best practices
- Develop comprehensive training materials and resources Requirements:
- Background in training within financial services
- Proficient in English and French communication
- Robust grasp of wealth management workflows
- Excellent presentation and interpersonal skills
- Proven success in driving change adoption Empower advisors and enhance their operational capabilities at Richardson Wealth through your expertise in digital training.

📌 Advisor Digital Enablement Trainer (Toronto)
🏢 Richardson Wealth
📍 Toronto