Enhance financial advisors' skills with Optimize Financial Group as a Systems & Technology Training Specialist in Toronto. Lead targeted training sessions for effective system adoption and use.

We seek a full-time specialist to train financial advisors at our Toronto office. This role involves delivering structured sessions on CRM and advisor portals, ensuring efficient usage and adherence to best practices. You'll navigate one-on-one and small group meetings, focusing on reinforcing client management workflows and task tracking.

Key Responsibilities:



• Conduct structured one-on-one and group meetings with advisors • Deliver live training on Optimize's CRM and related tools • Guide users through system-driven workflows effectively • Address questions and manage objections during training • Collaborate with internal teams for quality assurance

Requirements: • At least 2 years of training or coaching experience • Solid communication and presentation skills • Ability to explain technical concepts to non-technical users • Experience with CRM platforms in a financial context • Detail-oriented with strong problem-solving capabilities

Maximize advisors' potential by ensuring they are well-supported in using financial systems. #J-18808-Ljbffr

📌 Training Specialist for Financial Technology (Winnipeg)
🏢 Optimize Financial Group
📍 Winnipeg