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Added 5 mins ago
ME
Seasonal Store Advisor
Mountain Equipment Company
Victoria, BC
- Temporary
…new things and plan new adventures – and as a Seasonal Store Advisor, you’ll be there to help make it all…
Added 5 mins ago
Seasonal Beauty Advisor - Estée Lauder Companies (NB) - Part Time - Company Store - Winnipeg, MB
Estée Lauder Companies
Winnipeg, MB
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of…
Added 5 mins ago
EL
Beauty Advisor - Seasonal PT - The Cosmetic Company Store - Premium Outlet - Edmonton, AB
Estée Lauder Companies
Edmonton, AB
- Full-time
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of…
Added 35 mins ago
JG
Technical Architect for Box Capital Markets
J&M Group
Toronto, ON
- Contract
…patterns modernize technology stacks and serve as a trusted advisor to business and technology partners Reporting to the Director of Architecture you will oversee technical planning…
Added 35 mins ago
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- Full-time
Act as a trusted advisor, representing SafetyCo with professionalism and integrity
Added 49 mins ago
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- Full-time
Act as a trusted advisor to customers, helping them plan, coordinate, and execute partner onboarding and migration initiatives.
Added 49 mins ago
B
Advisor, Global Compensation
Bombardier
Dorval, QC
- Full-time
You are comfortable working in a fast-paced environment and can deliver high-quality work under tight deadlines.
Added 1 hour ago
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Program Manager
DATA Communications Management Corp
Brampton, ON
- $65,149 to $81,436 CAD / year
- Full-time
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Added 1 hour ago
FC
Recruiter
Frontline Consulting Services (FCS) Inc
Saskatoon, SK
- Contract
Serve as a trusted advisor throughout the recruitment process
Added 1 hour ago
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President & CEO
MacDonald Search Group
Toronto, ON
- Full-time
Our client is a respected Canadian wine business with a longstanding heritage, established market presence and a commitment to quality, innovation and sustainable growth.
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Customer Advisor I
Lee Valley Tools
Coquitlam, BC
- Up to $18.85 CAD / hour
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…hobbies. Lee Valley Tools enjoys a proud history of providing high-quality woodworking, gardening, hobby, hardware, gift and seasonal merchandise to customers worldwide. We pride ourselves…
Added 1 hour ago
PC
People and Culture Manager - Full-Time
peoplecare communities
Waterloo, ON
- Full-time
…valued, supported and empowered to succeed. Acting as a trusted advisor, they will lead key people strategies across labour and employee relations, talent management, workforce planning,…
Added 1 hour ago
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Sales Associate - CosmoProf Store # 07325
CosmoProf Beauty
Guelph, ON
- Full-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 1 hour ago
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Administrative & Marketing Assistant
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Courtenay, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 1 hour ago
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Mental Health Rehabilitation Worker - Gibsons, BC
Vancouver Coastal Health
Gibsons, BC
- $31.64 CAD / hour
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Added 1 hour ago
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Beauty Advisor
London Drugs Limited
Surrey, BC
- Other
…expertise for all-things beautiful. As a London Drugs BEAUTY ADVISOR, you’ll be a trusted expert to our customers, helping them select the cosmetics and beauty products perfectly suited to…
Added 1 hour ago
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Vice President Information Technology
Executrade – Your Recruitment Specialists
AB · Edmonton, AB
- Full-time
Establish enterprise data governance standards, including data ownership, stewardship, quality, and reporting practices.
Added 1 hour ago
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Lower Mainland - Coordinator, Apprenticeship Advisor (Permanent, Full-Time)
SkilledTradesBC
Richmond, BC
- Full-time
Works with Managers, Team Leads and the Advisor Leadership Team to improve team operations, service quality and processes.
Added 2 hours ago
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Kawartha Lakes, ON · Lindsay, ON
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…care. The Ross family takes pride in providing compassionate, quality patient…
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Added 2 hours ago
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Pharmacy Assistant IA (Casual - All Locations)
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- $31.63 CAD / hour
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Added 2 hours ago
Regulatory Coordinator, Document Control, Pacific Link (Contract)
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Coordinate document formatting, compilation, quality checks and final production of regulatory applications, filings, information requests, correspondence and supporting materials.
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Manager, Project Controls, Technical Services, Pacific Link
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Calgary, AB
Establish single-source-of-truth principles, data-quality controls and reconciliation practices across schedules, cost systems, forecasts, risk registers, change logs and executive…
Added 2 hours ago
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Manager, Assurance and Accounting - Private Enterprise Services
MNP
Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 hours ago
NA
Public Protection Nurse Advisor - Public Protection Service
NHS Ayrshire & Arran
Saskatoon, SK
- Full-time
…Clyde Public Protection Service as a Public Protection Nurse Advisor. Working within a board-wide team, you will play a pivotal role in promoting a high-quality, safe and effective public…

Closed listing

Optimize Financial Group

Systems & Technology Training Specialist

Toronto, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: 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

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Original job description

Archived listing. The details below describe a past opening.

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.

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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