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Added 14 mins ago
OT
Senior Manager, Contracts
Open Text Corporation
Waterloo, ON
- Other
Serve as a trusted advisor providing high quality, practical support to Renewals, Sales, Support Services, Legal, Finance, and senior leadership on complex commercial transactions.
Added 43 mins ago
CF
Fire service account manager
Classic Fire + Life Safety
Winnipeg, MB
- Full-time
Quality-check opportunities before service contract and service order creation
Added 58 mins ago
MT
QUALIFIED AUTOMOTIVE TECHNICIAN
Motor Trade Association (MTA)
Hamilton, ON
- Full-time
…engineering and full engine overhauls. We are looking for a quality operator who enjoys variety and takes pride in their workmanship. The ideal candidate will have strong diagnostic and…
Added 58 mins ago
L
Luxury Retail Sales Advisor - Full Time
Longchamp
Toronto, ON · North York, ON
- $22 to $26 CAD / hour
- Full-time
…300 boutiques, where you'll be able to offer our customers quality products, while working in an environment that values versatility and stimulates personal…
Added 58 mins ago
Hydropower Senior Manager - Digital - North America
Hatch
Mississauga, ON
Hatch delivers unprecedented business results for our clients through a commitment to quality, lower operating costs, more efficient utilization of capital assets, higher standards for…
Added 2 hours ago
BC
Systems Delivery Project Manager RSSOM
Bechtel Corporation
Toronto, ON
- Other
Differentiated by the quality of our people and our relentless drive to deliver the most successful outcomes, we align our capabilities to our customers' objectives to create a lasting…
Added 2 hours ago
A
Payroll & Rewards Operations Lead
APPLY
Toronto, ON
- Full-time
Oversee day-to-day payroll administration and processing, acting as an advisor to People & Culture Leads for life cycle events with complex payroll implications.
Added 3 hours ago
Account Director (Freelance)
DEPT®
Toronto, ON
Build and maintain strong client relationships, acting as a trusted advisor and managing expectations.
Added 4 hours ago
RD
Client Experience Associate
RBC Dominion Securities
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
HC
Charge Nurse
Health Careers Canada
Toronto, ON
- Full-time
Serve as a clinical resource and trusted advisor to patients, families, and stakeholders by providing education, guidance, and support regarding care pathways, treatment options, and…
Added 4 hours ago
HC
Charge Nurse
Health Careers Canada
Toronto, ON
- Full-time
Serve as a clinical resource and trusted advisor to patients, families, and stakeholders by providing education, guidance, and support regarding care pathways, treatment options, and…
Added 6 hours ago
D-
Regional Sales Manager - Farm Retail
DLF - BV
Kawartha Lakes, ON · Lindsay, ON
- Full-time
DLF Group is the world leader in the development and sale of high-quality grass seeds for the agricultural forage and (professional) lawn markets. By continuously developing new innovative…
Added 6 hours ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable;…
Added 7 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 7 hours ago
EE
Safety Advisor, Empire Envelope
Empire Envelope
Calgary, AB
- Full-time
Reporting to the HSE Manager as the Safety Advisor you are responsible for monitoring and enforcing compliance with Empire Envelope’s Safety Program at all assigned work sites. You also…
Added 7 hours 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. As an…
Added 7 hours ago
A
Business Analyst
Affinity
Burnaby, BC
- Contract
…help translate business objectives into solutions that enhance advisor and client experiences, strengthen operational efficiency, and advance the firm’s transformation…
Added 7 hours ago
M
Cloud & AI Platform Sales Specialist
Microsoft
Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
…influence long-term strategic direction and act as a trusted advisor driving engagement at the CXO level with business and technology decision makers. You will help customers evaluate their…
Added 8 hours ago
ME
Retail Sales Associate (Advisor) - Whistler
Mountain Equipment Company
Whistler, BC
- $19.35 to $20.2 CAD / hour
Retail Sales Associate (Advisor) – Full Time, Part Time & Flex
Added 8 hours ago
D
Personal Finance Advisor
Desjardins
Rimouski, QC · Caisse Desjardins de Rimouski
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 9 hours ago
OC
Production Techgronomist
Olds College
Olds, AB
- $70,000 to $80,000 CAD / year
- Full-time
Founded in 1913, Olds College of Agriculture & Technology has been offering high quality hands-on education for over a century. Through our core programming including continuing education,…
Added 9 hours ago
QD
Safety Advisor, Empire Envelope
Qualico Developments Canada Ltd.
Calgary, AB
- Full-time
Reporting to the HSE Manager as the Safety Advisor you are responsible for monitoring and enforcing compliance with Empire Envelope’s Safety Program at all assigned work sites. You also…
Added 9 hours ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
…deadlines and focuses on the following: providing empathetic and quality advice and service to students; maintaining essential records relating to students and programs; facilitating smooth…
Added 9 hours ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
…deadlines and focuses on the following: providing empathetic and quality advice and service to students; maintaining essential records relating to students and programs; facilitating smooth…
Added 10 hours ago
Manager, Talent Partnerships
Later
Vancouver, BC
Source and secure creator talent for campaigns, balancing quality, speed, and strategic fit.

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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