Elevate the skills of financial advisors at Optimize Financial Group in Toronto. As a Training Specialist, you'll lead effective training sessions on CRMs and technology platforms.

This full-time position involves conducting personalized one-on-one and small group training sessions. Your role is vital in driving adoption of core systems and technology tools for financial advisors. Strong communication and organizational skills are critical, ensuring confident usage of tools like the advisor portal during sessions.

Key Responsibilities:
• Lead structured training sessions with advisors
• Provide live support on Optimize's CRM and tools
• Guide advisors through task management and workflows
• Address inquiries and manage objections professionally
• Ensure consistent follow-up for learning reinforcement

Requirements:
• Minimum 2 years in qualified training sessions
• Strong interpersonal and presentation abilities
• Proficiency in guiding non-technical users
• Experience with financial services technology
• Excellent problem-solving and organizational skills

Make an impact in financial training while enhancing advisor efficiency at Optimize Financial Group.
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📌 Training Specialist for Financial Advisors (Ontario)
🏢 Optimize Financial Group
📍 Ontario