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Added 1 hour ago
GC
Specialist, MaintenanceNew
Glencore Canada
Sparwood, BC
- $108,000 to $126,000 CAD / year
- Full-time
Reporting to the Senior Lead, Maintenance Excellence, the Senior Specialist, Maintenance is responsible for supporting and advancing maintenance excellence across EVR's mining operations.…
Added 2 hours ago
AS
Project Engineer (France)
AdaptiveMobile Security
Engineer, BC
- Full-time
Familiarity with multi-threaded application development and concurrent programming techniques.
Added 2 hours ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Role: The Product Specialist, Investment Products provides day-to-day support for IG Wealth Management’s investment product platform and serves as the primary coordinator for…
Added 2 hours ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
- Full-time
…Medical Imaging procedures. The RN will assist the Radiologist/Specialist during procedures and perform direct nursing assessment and care as appropriate to ensure the safety of clients…
Added 2 hours ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
- Part-time
…Medical Imaging procedures. The RN will assist the Radiologist/Specialist during procedures and perform direct nursing assessment and care as appropriate to ensure the safety of clients…
Added 2 hours ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
- Part-time
…Medical Imaging procedures. The RN will assist the Radiologist/Specialist during procedures and perform direct nursing assessment and care as appropriate to ensure the safety of clients…
Added 3 hours ago
FS
Outside Sales- Parts & Service- Refuse Equipment
Federal Signal Corporation
Toronto, ON
- Full-time
Relevant experience may include; Product Support Manager, Refuse Equipment Specialist, Parts Technician, Parts Advisor, Territory Sales Representative, Refuse Repair Mechanic etc.
Added 3 hours ago
J
People Experience Specialist - Manufacturing & Distribution
Jobgether
Canada
- Full-time
…next steps. Our partner is looking for a People Experience Specialist - Manufacturing & Distribution based in…
Added 3 hours ago
IG
Portfolio Management Specialist
Insight Global
Toronto, ON
- $70 to $75 CAD / hour
- Contract
Insight Global is looking for an experienced Portfolio Management Specialist to lead the strategic implementation of a new Portfolio Management application. This role requires deep…
Added 3 hours ago
AS
Sage Intacct Construction Implementation Specialist ($5000 Signing Bonus)
Asyma Solutions Ltd.
Canada
- Full-time
The Sage Intacct Construction Implementation Specialist translates approved customer requirements and design decisions into accurate, tested, documented, and customer-ready Sage Intacct…
Added 3 hours ago
M
Cloud & AI Platform Sales Specialist
Microsoft
Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
As a Cloud & AI Specialist, you are a business leader with deep technical and business knowledge within our enterprise sales organization, working with our most important customers in…
Added 4 hours ago
B
Mortgage Specialist
BMO
Fort St. John, BC
- Full-time
…with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their…
Added 5 hours ago
CB
Marketing & Communications Specialist
Canadian Bar Association of BC
Calgary, AB
- $65,000 to $75,000 CAD / year
- Full-time
…membership, events and other organizational initiatives, the Specialist develops promotional plans, creates compelling content and manages campaign delivery across email, social media, web…
Added 5 hours ago
MH
Financial Specialist
Milton Hydro Distribution Inc.
Milton, ON
- Full-time
The Finance Specialist position is a new position within Milton Hydro. Candidates interested in this position are invited to apply in confidence, by completing their application through the…
Added 5 hours ago
Yardi Support Specialist (2 Year Contract)
Medallion Corporation
Toronto, ON
We are seeking a detail-oriented, analytical Yardi Support Specialist (Contract) to manage day-to-day application support and technical troubleshooting across our residential, commercial,…
Added 5 hours ago
AC
BIM Specialist
AME Consulting Group Ltd
Vancouver, BC · Calgary, AB
- $75,000 to $90,000 CAD / year
We are looking for a BIM Specialist to join our Calgary or Vancouver office. In this role, you will be responsible for developing, maintaining, and coordinating Building Information Models…
Added 5 hours ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
Added 5 hours ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
Added 5 hours ago
HR
Software Analyst
Hitachi Rail
Toronto, ON
- Full-time
…under the guidance of a Senior Software Analyst or Technical Specialist, the incumbent develops expertise in one or more subsystem functional areas and supports the delivery of high-quality…
Added 5 hours ago
HR
Software Analyst
Hitachi Rail
Toronto, ON
- Full-time
…under the guidance of a Senior Software Analyst or Technical Specialist, the incumbent develops expertise in one or more subsystem functional areas and supports the delivery of high-quality…
Added 5 hours ago
M
Buyer - Procurement Services
Metrolinx
Canada
- Full-time
…is assigned to a Senior Procurement Officer or Procurement Specialist. Participate in strategy team meetings relating to assignment of requisitions to provide input to assist with proper…
Added 5 hours ago
BT
IT Support Administrator
Beanfield Technologies Inc.
Toronto, ON
- $70,000 to $90,000 CAD / year
- Full-time
The IT Applications & Support Administrator II serves as a mid-level technical specialist bridging day-to-day end user support and enterprise application ownership within the End User…
Added 6 hours ago
LC
Beauty Specialist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Oakville, ON
- Part-time
Ability to conduct sit down makeup and skincare consultations and demonstrate application
Added 6 hours ago
WS
Business Support Specialist - Bilingual - (Fixed Term Until February 2, 2027)
WCG Services
Ottawa, ON
- Full-time
Like WCG, you believe in the power of work, As a Business Support Specialist you'll play an integral role in supporting the team with a range of responsibilities including the coordination…
Added 6 hours ago
NS
261569 Medical Officer Band A (JXT)
NHS Scotland
Duncan, BC
- Full-time
On the GDC Specialist register or within 6-months of eligibility for inclusion.

Optimize Financial Group

Systems & Technology Training Specialist

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Experience: Minimum of 2 years of experience delivering one-on-one training or coaching sessions in a professional setting.
Posting language: English
Posted: Oct 5, 2026

Original job description

About Optimize Financial Group

Optimize Financial Group is a premier financial services firm based in Toronto, ON, dedicated to helping clients achieve their long-term financial goals. We provide personalized financial solutions spanning portfolio management, tax planning, debt management, retirement planning, and estate strategies. Our holistic approach aligns financial objectives with life ambitions, ensuring every client receives a thoughtful and tailored path to success.

The opportunity

We are seeking a Systems & Technology Training Specialist to join our team at our Toronto office. In this role, you will lead one-on-one and small group training sessions with financial advisors, focusing on driving adoption and effective use of our core systems and technology platforms. You will deliver structured training on our CRM, advisor portal, and related tools, ensuring advisors are confident, efficient, and aligned with best practices. This is a full-time, on-site role, Monday to Friday, 8:30 a.m. to 5:30 p.m.

Key responsibilities

Lead one-on-one and small group meetings with advisors using a structured script and meeting agenda.
Deliver live systems training and screen-sharing support on Optimize’s CRM, advisor portal, and related tools.
Guide advisors through system-driven workflows, including client management, task tracking, and activity management.
Respond to common questions, manage objections, and keep conversations on track while maintaining a professional and constructive tone.
Reinforce clear next steps and follow-up actions after each meeting.
Collaborate with internal teams to help ensure a consistent and high-quality advisor experience.

Qualifications

Minimum of 2 years of experience delivering one-on-one training or coaching sessions in a professional setting.
Strong communication, presentation, and interpersonal skills with the ability to follow a script and lead structured conversations confidently.
Strong ability to explain technical concepts clearly to non-technical users in a structured training environment.
Strong organizational skills and the ability to follow a structured process while adapting in real time.
Demonstrated proficiency in delivering live training, including screen sharing and guided walkthroughs.
Professional, confident communicator with strong problem-solving skills and attention to detail.
Experience with CRM platforms, advisor tools, or financial services technology is considered an asset.

Use of Artificial Intelligence in Recruitment

As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.

Apply About employer

More about this job

Responsibilities

Lead structured one-on-one and small-group training sessions for financial advisors on the CRM, advisor portal, and related technology, including guided workflows and screen-sharing support. Address questions and objections, reinforce follow-up actions, and collaborate with internal teams to provide a consistent advisor experience.

Requirements

Requires at least two years of professional one-on-one training or coaching experience, strong communication and presentation skills, and the ability to explain technical concepts to non-technical users. Candidates should be organized, adaptable, confident delivering live screen-sharing training, and attentive to detail; experience with CRM platforms, advisor tools, or financial services technology is an asset.

Skills

One-on-One Training
Small Group Training
Coaching
Systems Training
CRM Platforms
Advisor Portals
Screen Sharing
Guided Walkthroughs
Communication
Presentation Skills
Interpersonal Skills
Problem-Solving
Organization
Objection Handling
Client Management
Task Tracking

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Advisors
CRM
Advisor Portal
Technology Platforms
Systems Training
One-on-One Training
Small Group Training
Coaching
Screen Sharing
Guided Walkthroughs
Client Management
Task Tracking
Activity Management
Structured Training
Meeting Agendas
Objection Handling
Advisor Experience

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