Elevate financial advisor capabilities as a Systems & Technology Training Specialist at Optimize Financial Group in Toronto. This full time role emphasizes structured training on core systems and technology tools.
Optimize Financial Group is seeking a dedicated qualified to lead one-on-one and small group training sessions for financial advisors at their Toronto office. In this pivotal role, you will enhance advisor confidence and efficiency with training on systems like our CRM and advisor portal. Your expertise will guide advisors in utilizing workflow management tools effectively and adhering to best practices in client management.
Key Responsibilities:
• Lead structured training sessions with financial advisors
• Deliver live training and screen-sharing support




• Guide advisors through system workflows and client management
• Address questions and manage objections during training
• Collaborate with internal teams for a consistent experience
Requirements:
• 2+ years in delivering professional training sessions
• Strong communication and presentation skills
• Proficiency in explaining technical concepts
• Experience with CRM platforms preferred
• Solid organizational and problem-solving abilities
Become a vital part of our training team and support advisors in achieving financial goals.
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📌 Training Specialist For Financial Advisors Toronto
🏢 Optimize Financial Group
📍 Toronto