Become a Financial Systems Training Facilitator at Optimize Financial Group in Toronto. Lead impactful training sessions focused on driving usage of financial technology tools.

In this full-time role, you will deliver both one-on-one and small group training aimed at maximizing advisor proficiency with our CRM and related platforms. Your ability to explain technical details clearly and manage training dynamics is crucial to your success in this position.

Key Responsibilities:
• Deliver structured training sessions for financial advisors
• Provide real-time support on Optimize's technology tools
• Guide advisors through essential system functionalities
• Manage questions and maintain training focus
• Follow up on action steps post-training sessions

Requirements:
• Minimum 2 years of relevant training experience
• Solid communication and presentation skills
• Capability to simplify complex information for users
• Familiarity with CRM or financial technology
• Excellent organizational and problem-solving skills

Drive technology adoption among financial advisors while enhancing your training expertise at Optimize Financial Group.
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📌 Financial Systems Training Facilitator (Ontario)
🏢 Optimize Financial Group
📍 Ontario