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Added 26 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
City Wide Facility Solutions is a leader in the building maintenance industry, with a locations that serve communities across the Canada and U.S. Our company mission is to create a ripple…
Added 26 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
City Wide Facility Solutions is a leader in the building maintenance industry, with a locations that serve communities across the Canada and U.S. Our company mission is to create a ripple…
Added 43 mins ago
Yardi Support Specialist (2 Year Contract)
Medallion Corporation
Toronto, ON
At Medallion we strive for success and we recognize it takes a great team to do that. We look for talented and experienced people in all aspects of Property Management, Customer Service,…
Added 57 mins ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
…prospective, current, and new students, supporting their academic success through informed guidance on program requirements, course selection, institutional policies, and available…
Added 57 mins ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
…prospective, current, and new students, supporting their academic success through informed guidance on program requirements, course selection, institutional policies, and available…
Added 57 mins ago
A
Manager, Product and Industry Marketing
Autodesk
Montreal, QC
- Full-time
…lancements, les améliorations de produits et les nouvelles solutions d’IA bénéficient d’un positionnement, d’un message et de plans de commercialisation clairs, alignés sur la stratégie…
Added 57 mins ago
A
Manager, Product and Industry Marketing
Autodesk
Montreal, QC
- Full-time
…lancements, les améliorations de produits et les nouvelles solutions d’IA bénéficient d’un positionnement, d’un message et de plans de commercialisation clairs, alignés sur la stratégie…
Added 2 hours ago
V
Senior Specialist Engineer
Vale
Canada
- Full-time
The Senior Specialist Geotechnical Engineer provides technical leadership for the safe design, operation, monitoring, and closure of tailings storage facilities, dams, and related water…
Added 3 hours ago
RB
Mortgage Specialist
Royal Bank of Canada
Montreal, QC
- Full-time
In this role, you provide peace of mind to clients by providing customized mortgage solutions and advice. Your ability to develop relationships with both internal and external partners is…
Added 3 hours ago
RU
Print Clerk
Ricoh USA, Inc.
Stony Plain, AB
- Full-time
…with us at Ricoh. We are a team of information seekers and customer-obsessed collaborators who aspire to deliver the services, solutions, and technologies that empower business success. We…
Added 3 hours ago
RU
Office Clerk (3 month contract)
Ricoh USA, Inc.
Toronto, ON
- Full-time
…with us at Ricoh. We are a team of information seekers and customer-obsessed collaborators who aspire to deliver the services, solutions, and technologies that empower business success. We…
Added 3 hours ago
AP
Spécialiste thérapeutique, Santé des femmes – Estrie, Mauricie & Est du Québec
Astellas Pharma
Quebec, QC
- Full-time
…recherche et développement, nous mettons au point de nouvelles solutions de santé pour des maladies présentant d’importants besoins médicaux non comblés. Pour en savoir plus, visitez…
Added 3 hours ago
R
Mortgage Specialist- EN
RBC
Montreal, QC
- Full-time
In this role, you provide peace of mind to clients by providing customized mortgage solutions and advice. Your ability to develop relationships with both internal and external partners is…
Added 3 hours ago
RU
Site Leader
Ricoh USA, Inc.
Vancouver, BC
- Full-time
…with us at Ricoh. We are a team of information seekers and customer-obsessed collaborators who aspire to deliver the services, solutions, and technologies that empower business success. We…
Added 3 hours ago
R
Field Service Implementation Representative - Ontario
Roche
ON · Canada DIA Field - Central
- Full-time
You are an effective problem solver passionate about the healthcare environment and understand the importance of our solutions on the customer experience and patient care. Your passion for…
Added 3 hours ago
R
Field Service Implementation Representative - Quebec
Roche
Quebec, QC · Canada DIA Field-Quebec
- Full-time
…clés pour l’installation et le bon fonctionnement de leurs solutions de chimie clinique, d’immunoanalyse, de biologie moléculaire, d’anatomopathologie, d’analyse d’urine et…
Added 4 hours ago
IB
Enterprise/Commercial Account Executive – Data Foundation (MuleSoft + Informatica) or Enterprise/Commercial Account Executive - Informatica Specialist
Informatica Brasil
Vancouver, BC
- Full-time
Consultative sales approach grounded in customer success and integrity
Added 4 hours ago
T
Portfolio Lead
TEKsystems
Toronto, ON
- $100 to $120 CAD / hour
- Full-time
Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON
Added 4 hours ago
C
Partner Renewal Specialist - Cisco
CDW
Toronto, ON
- Full-time
3+ years of experience in renewals, contract management, customer success, sales operations, account management, or a related field.
Added 5 hours ago
RB
Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
Royal Bank of Canada
Richmond Hill, ON
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 5 hours ago
RB
Banking Advisor - Vaughan
Royal Bank of Canada
Vaughan, ON
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 5 hours ago
Q
Lead Implementation Manager
Quandri
Vancouver, BC
- Full-time
We’re looking for a customer-obsessed, systems-minded Enterprise Implementation Manager to join our growing team. You’ll be the quarterback for onboarding strategic brokerage/agency…
Added 5 hours ago
PU
Estates Maintenance Manager
poltronesofà UK
Field, BC
- Full-time
You will spend regular time across our UK stores and distribution centres, alongside time at our Customer Support Centre in Sunderland. You must be prepared to undertake regular UK travel.
Added 5 hours ago
BH
Account Manager - Downstream Chemicals
Baker Hughes
Leduc, AB
- Full-time
Do you enjoy developing account strategies, managing key customer partnerships, and delivering commercial success?
Added 6 hours ago
CD
AI Integration and Digital Innovation Specialist
Centre de services scolaire Marguerite-Bourgeoys - CSSMB
Montreal, QC
- Full-time
…constant concern for service. Join a team whose work supports the success of thousands of…

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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