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Added 6 mins ago
M
Bilingual Client Success Manager
Maple
Toronto, ON
- Full-time
…contribute to playbooks and process improvements that support long-term bilingual client success capacity across the…
Added 18 mins ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client…
Added 18 mins ago
P
Director, Scientific Services (Canada)
Prime
Canada
- Full-time
Acting as a strategic advisor to clients, shaping communication strategies, challenging thinking, and strengthening long-term partnerships
Added 20 mins ago
C
Sr. Financial Advisor - CIRO-MFD/AMF
CIBC
Golden, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and…
Added 51 mins ago
Senior Underwriting Consultant - Risk Management Team
Equitable
MB
Manage High Risk Advisor and High Risk Client file reviews, collaborating with Compliance and Advisor and Sales Practices Risk Monitoring to investigate concerns, analyze findings and…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Associate
National Bank of Canada
Saint-Félicien, QC · St-Félicien, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Wealth Assocaite
National Bank of Canada
Mississauga, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Richmond, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
P
Scientific Director, Medical Communications
Prime
Remote, Canada
- Full-time
- Remote
Act as a trusted advisor to clients, shaping communication strategies, contributing strategic insight, and building strong, long-term partnerships grounded in scientific credibility
Added 1 hour ago
P
Director, Scientific Services (Canada)
Prime
Remote, Canada
- Full-time
- Remote
Acting as a strategic advisor to clients, shaping communication strategies, challenging thinking, and strengthening long-term partnerships.
Added 1 hour ago
C
Financial Advisor Trainee
Co-operators
Peterborough, ON
- Full-time
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full…
Added 1 hour ago
C
Financial Advisor Trainee
Co-operators
Moncton, NB
- Full-time
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full…
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client…
Added 1 hour ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 hours ago
SS
Technical Project Manager
Sopra Steria
Toronto, ON
- Full-time
You will act as a trusted advisor to the client, lead a dedicated team of network, security and DevOps engineers, and deliver projects such as firewall modernization, network access…
Added 3 hours ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers…
Added 3 hours ago
SE
General Application - Engineering & Technical Professional
Sense Engineering
Canada
- Full-time
At Sense Engineering, we pride ourselves on exceeding client expectations through exceptional engineering services. We are committed to fostering a positive, supportive and collaborative…
Added 3 hours ago
LV
Client Advisor
Louis Vuitton
Vancouver, BC
- Full-time
Louis Vuitton is always looking for highly motivated Client Advisors with a passion for creating memorable experiences for our worldly clientele, to join our teams in Vancouver.
Added 3 hours ago
PS
Vice President of Sales
Persistent Systems
Toronto, ON
- Full-time
Communicate effectively and act as a trusted advisor to senior client stakeholders (CXO -1, -2, -3 levels)
Added 3 hours ago
DS
Onboarding Manager
Dash Social
Halifax, NS
- Full-time
…first 30-90 days (on average), you’ll act as their trusted advisor, proving our value, driving product adoption, and ensuring they’re set up for long-term…
Added 4 hours ago
CI
Account Executive - Emerging & Commercial Acc
CloudKettle Inc
Toronto, ON
- Up to $120,000 CAD / year
- Full-time
…contact for mid-sized and growing commercial accounts. Build long-term, high-trust relationships with key client decision-makers (VP/Director of Sales, Ops, IT, and…
Added 4 hours ago
M
Advisor Onboarding Associate
Manulife
Toronto, ON · Burlington, ON
- Full-time
The Advisor Onboarding and Transition professional supports advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business. This role…

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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