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 easy 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