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Added 33 mins ago
Toronto Showroom - Expression of Interest
CullenUS
Toronto, ON
Client Advisor: host one-on-one consultations in person and online. Guide clients through design and customisation, prepare quotes and look after aftercare. Full-time and part-time roles…
Added 33 mins ago
AI
Apprentice Automotive Technician- Crosstown Chrysler
AutoCanada Inc.
Edmonton, AB
- $34 to $38 CAD / hour
- Full-time
…complete multi-point inspections, presenting findings to the Service Advisor. They conduct diagnostics and repairs on various vehicle systems, including brakes, engines, and electrical…
Added 33 mins ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Richmond Hill, ON
- $19.7 to $23.2 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 33 mins ago
S
Services Lead, Stores - Full Time
sephora.com
Winnipeg, MB
- $20.8 to $24.45 CAD / hour
- Full-time
…execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 33 mins ago
S
Beauty Advisor - Part Time
sephora.com
Langford, BC
- $19.85 to $24.8 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 33 mins ago
S
Beauty Advisor - Full Time
sephora.com
Thunder Bay, ON
- $18.2 to $21.4 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 48 mins ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
The Engineering Student Centre within Schulich School of Engineering is currently seeking a Full-time Regular Academic Advisor.
Added 48 mins ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
Schulich School of Engineering is currently seeking a Full-time Limited Term Academic Advisor for approximately 12 months.
Added 48 mins ago
PE
Solar Energy Advisor
Polaron Energy
Toronto, ON · North York, ON
- Full-time
This is a flexible, contractor-based opportunity: you set your own areas and schedule, take on full- or part-time availability, and open up new territory to grow your own volume of work.
Added 48 mins ago
AI
Apprentice Automotive Technician - Saskatoon Motor Products
AutoCanada Inc.
Saskatoon, SK
- $30 to $40 CAD / hour
- Full-time
…complete multi-point inspections, presenting findings to the Service Advisor. They conduct diagnostics and repairs on various vehicle systems, including brakes, engines, and electrical…
Added 48 mins ago
AI
Apprentice Automotive Technician - Maple Ridge Volkswagen
AutoCanada Inc.
Maple Ridge, BC
- $22 to $25 CAD / hour
- Full-time
…complete multi-point inspections, presenting findings to the Service Advisor. They conduct diagnostics and repairs on various vehicle systems, including brakes, engines, and electrical…
Added 1 hour ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 1 hour ago
S
Services Lead, Stores - Full Time
sephora.com
Calgary, AB
- $20 to $23.55 CAD / hour
- Full-time
…execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 2 hours ago
CC
Sales Representative - Facility Services
Cintas Canada
Langley (District), BC · Langley, BC
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 2 hours ago
V
Psychiatrist, Sea to Sky
VitalHires
Squamish, BC
- Full-time
Type: Fee-for-Service Come work as a Psychiatrist with Vancouver Coastal Health (VCH)! Part-time or full-time position available in the beautiful Sea to Sky corridor to join a team of…
Added 3 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 3 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 4 hours ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Mississauga, ON
- $24 to $25 CAD / hour
- Contract
Full-time hours with long-term career potential
Added 4 hours ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
Full-time hours with long-term career potential
Added 4 hours ago
PU
Staff Software Engineer – Data Systems
Purpose Unlimited
Remote, Canada
- Full-time
- Remote
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 4 hours ago
EC
Health and Safety Advisor - Atlantic Canada
EnGlobe Corp.
Dartmouth, NS
- Full-time
…are committed to making a real difference, one project at a time, and to having a positive, lasting impact. We approach our work with fresh perspectives, relying on collaboration and a…
Added 4 hours ago
FH
Pharmacy Technician
Fraser Health
Vancouver, BC
- Full-time
We currently have an exciting Full Time opportunity for a Pharmacy Technician to join our team at Vancouver General Hospital located in Vancouver, BC.
Added 4 hours ago
K
Senior Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…advice effectiveness, operational improvement, customer and advisor experience, cost optimization, business architecture, AI use case development, and transformation…
Added 4 hours ago
PL
IT Advisor
Powertech Labs
Surrey, BC
- $109,000 to $138,000 CAD / year
- Full-time
We are seeking a skilled IT Advisor to support the IT Services, Development and Cybersecurity functions at Powertech Labs Inc. and Powertech USA. Reporting to the Snr IT Manager, this role…
Added 4 hours ago
DA
Service Greeter/Porter - Destination Toyota Burnaby
Destination Auto Group
Burnaby, BC
- $20.88 CAD / hour
- Full-time
Directing customers to the appropriate Service Advisor.

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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