Shape the training experience for financial advisors at Optimize Financial Group in Toronto. This Systems & Technology Training Specialist role focuses on adopting CRM and advisor tools effectively.

Our team is looking for a dedicated trainer to conduct both one-on-one and small group sessions. You'll deliver comprehensive training on our CRM solutions and associated platforms. Your impact will empower advisors to utilize technology efficiently and confidently, driving better client management.

Key Responsibilities:
• Lead structured training meetings with financial advisors
• Conduct live training and screen-sharing support
• Assist in navigating system-driven workflows effectively
• Manage conversations and ensure qualified dialogue




• Confirm follow-up actions after each training session

Requirements:
• At least 2 years of experience in training or coaching
• Adept in communication and structured conversation,
• Solid understanding of explaining tech concepts clearly
• Solid organizational skills with a keen attention to detail
• Familiarity with financial services technology is a plus

Support financial advisors in their journey through impactful training in technology adoption.
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📌 Optimize Financial Group Training Specialist Ontario
🏢 Optimize Financial Group
📍 Ontario