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Added 13 mins ago
Lead, Contract Administrator
L3Harris Technologies
Enfield, NS · Mirabel, QC
The Lead, Contract Administrator reports to the Senior Manager of Contracts. The successful incumbent is responsible for:
Added 13 mins ago
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Supervisor, Full Time
Havergal
London, ON
- Full-time
Managed and operated multiple food service brand units simultaneously under the direction of the Manager, maintaining full on-site lead accountability across all assigned locations.
Added 13 mins ago
RB
Lead Data Engineer
Royal Bank of Canada
Toronto, ON
- Full-time
Experience depth: 7+ years delivering production data pipelines and distributed systems at scale on cloud platforms; demonstrated ability to operate as a senior IC and technical lead…
Added 13 mins ago
RB
Lead Product Owner - Salesforce
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Toronto, ON
- Full-time
As Product Owner of the Client 360 Platform, this role will be responsible for the business needs and capabilities required in the implementation and enhancement of the new Salesforce.com…
Added 13 mins ago
SS
Technical Project Manager
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- Full-time
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Added 13 mins ago
Sr. Technical Support Specialist
Open Text Corporation
Waterloo, ON
…help implement changes that improve quality, efficiency, and client…
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- Up to $23 CAD / hour
- Full-time
…sites. The Supervisor leads a team, ensures compliance with client and company standards, and supports the overall operational excellence of the Nunavut…
Added 27 mins ago
TC
Residential Child and Youth Worker with Overnight Awake Scheduling, Part Time
Taproot Community Support Services
Parksville, BC
- Part-time
Our 800-plus employee-owners live by five shared values: we are stronger together, we lead with optimism, we embrace challenges, we respect every voice, and we go above and beyond. Guided…
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TC
Residential Child and Youth Worker, Part-Time
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Parksville, BC
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Our 800-plus employee-owners live by five shared values: we are stronger together, we lead with optimism, we embrace challenges, we respect every voice, and we go above and beyond. Guided…
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VC
Radiological Technologist, Screening Mammography/General Procedures
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Richmond, BC
- Full-time
Practices in accordance with the standards of professional practice as well as within a client and family centred care model and the vision and values of the department across the Lower…
Added 27 mins ago
CF
Recreation Leader-EN
Canadian Forces Morale and Welfare Services
Cold Lake, AB
- $21.52 CAD / hour
- Contract
…day camps. In each program, you will have the opportunity to lead activities that help our community members learn new skills and make social…
Added 27 mins ago
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System Protection Engineer IV
TRC Companies, Inc.
Calgary, AB
- Full-time
TRC’s System Protection Department is seeking a Lead System Protection Engineer (Engineer IV) who will be responsible for leading the relay settings engineering aspects of electrical grid…
Added 27 mins ago
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Personal Lines Sales Executive
Mango Insurance
AB · Greater Edmonton Metropolitan Area
- Full-time
…negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client…
Added 27 mins ago
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SIRATI & PARTNERS CONSULTANTS LTD.
Markham, ON
- Full-time
Note: Starting pay is determined by experience and qualifications.
Added 27 mins ago
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Associate Lawyer
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Markham, ON
- Full-time
Experience Level: 3–6 years PQE (Ontario Call)
Added 27 mins ago
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Vancouver, BC
- Full-time
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Added 27 mins ago
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InsuranceWorks.ca
Toronto, ON
- Full-time
Our Client is a national social enterprise, providing non-profit group insurance designed primarily for people who work in or have retired from the education sector, and other affinity…
Added 27 mins ago
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Payroll Analyst
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- $75,000 to $90,000 CAD / year
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Added 27 mins ago
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Added 27 mins ago
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Added 43 mins ago
UO
Intermediate Medical Office Administrator
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- Full-time
Identify operational gaps and recommend improvements to workflows, service delivery, and client experience as part of the role’s ongoing responsibilities.
Added 43 mins ago
OS
Senior Enterprise Architect
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Strong understanding of both on-premises (end-user computing technologies, client-server applications, web applications, database technologies, data center technologies) and cloud (SaaS,…
Added 43 mins ago
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Business Development Manager
Mirego
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- Full-time
Track established KPIs (e.g., call volume, lead conversion rate) and contribute to the continuous improvement of prospecting processes.
Added 43 mins ago
CM
#164 Administrative Assistant
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- Full-time
CMHA, Niagara is committed to a recovery philosophy which focuses on the potential for people with mental illness to lead full, productive and engaged lives in their communities. The Branch…
Added 43 mins ago
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Mobile Financial Services Representative
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Kirkland, QC · Pointe-Claire, QC · Montreal, QC · Vaudreuil-Dorion, QC
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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.

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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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