Support Worldsource advisors in optimizing technology and onboarding as a Platform Facilitator. This role focuses on engaging demonstrations and ongoing training to enhance advisor growth and adoption of the firm's platform.Based in either Markham, ON or Vancouver, BC, the successful candidate will facilitate technology training sessions and provide first-level support for key advisor applications. Your role is critical in helping both current and existing advisors maximize the firm's technology while ensuring a positive experience through comprehensive support.Key Responsibilities:Deliver compelling technology demonstrations to prospective advisorsCollaborate with the Business Development team on demonstrationsMaintain knowledge of the firm's technology offeringsFacilitate onboarding sessions for new advisorsDevelop training materials and user guidesRequirements:5+ years in wealth management or technology enablementStrong presentation and communication skillsAbility to explain technical concepts clearlyExperience with financial planning softwareFamiliarity with advisor workflows and trading platformsContribute to advisor success by championing technology adoption and delivering impactful training programs.

📌 Technology Specialist For Advisors (Markham)
🏢 Worldsource Wealth Management
📍 Markham