Join Optimize Financial Group as a Technology Training Specialist in Toronto. Help enhance advisor efficiency through structured training on our CRM and financial tools.

This full-time, in office role centers around leading personalized training for financial advisors. You'll ensure they effectively utilize our technology platforms, reinforcing best practices and workflows. Solid presentation skills and the ability to communicate complex concepts clearly are essential for success.

Key Responsibilities:
• Conduct one-on-one and group training for advisors
• Deliver structured sessions on CRM and advisor tools
• Navigate advisors through client management workflows
• Address common questions and keep discussions focused
• Collaborate with teams for a quality advisor experience

Requirements:
• At least 2 years of training or coaching experience
• Strong communication and interpersonal skills
• Ability to convey technical information simply
• Experience with advisor tools or CRM systems
• Detail-oriented with solid problem-solving skills

Enhance your career while empowering financial advisors at Optimize Financial Group in this critical role.
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📌 Optimize Technology Training Specialist (Ontario)
🏢 Optimize Financial Group
📍 Ontario