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Added 13 mins ago
W
ANSI Valve Shop Foreman
Wajax
Grande Prairie, AB
- Full-time
Proven ability to lead and motivate a team in a fast-paced repair environment.
Added 13 mins ago
Lead Software Engineer
Capgemini
Mississauga, ON
5. The software engineer collaborates and acts as team player with other software engineers and stakeholders.
Added 13 mins ago
Digital Story Coordinator
City of Edmonton
AB
…a creative and driven Digital Story Coordinator to join our team at the City of…
Added 13 mins ago
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Marketing & Business Development Specialist (Marketing Department)
Fasken
AB · Calgary, AB
- Full-time
We are a high-achieving, professional, entrepreneurial, team-oriented, and friendly place to work. We are committed to diversity and inclusion and offer a welcoming environment for all…
Added 13 mins ago
VC
Registered Nurse (RN) Med/Surg - Neurosciences
Vancouver Coastal Health
Vancouver, BC
- $41.42 to $55.91 CAD / hour
- Full-time
Come work as a Registered Nurse with Vancouver Coastal Health (VCH) on the Neurosciences team at Vancouver General Hospital in Vancouver, BC. Apply now to join our team!
Added 13 mins ago
VC
Nursing Unit Assistant (NUA)
Vancouver Coastal Health
Vancouver, BC
- $30.03 CAD / hour
- Temporary
Come work as a Nursing Unit Assistant with Vancouver Coastal Health (VCH) at Oak Care Centre in Vancouver, BC! Apply now to join the team
Added 13 mins ago
RB
Manager, Change Management
Royal Bank of Canada
Toronto, ON
- Full-time
The Manager, Change Management, will be primarily accountable to define strategy, lead, and execute end-to-end change management (process, technology, and people) for an assigned set of…
Added 13 mins ago
RB
Relationship Manager Commercial Markets
Royal Bank of Canada
Brantford, ON
- Full-time
Apply your past business development experience for prospecting, and lead generation, to new and existing clients
Added 13 mins ago
RB
Software Engineer
Royal Bank of Canada
Toronto, ON
- Full-time
You will be a full stack developer on a team focused on web applications that support internal and external RBC users. This role supports the modernization and enhancement of enterprise…
Added 13 mins ago
RB
Principal AI Engineer, Agentic Models and Data Platforms
Royal Bank of Canada
Calgary, AB
- Full-time
Lead the build of batch and real time data pipelines, including inbound, outbound, and event driven flows that power analytics and AI use cases.
Added 13 mins ago
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Relationship Manager Agriculture
Royal Bank of Canada
Woodstock, ON
- Full-time
Apply your past sales experience for prospecting, and lead generation, to new and existing clients
Added 13 mins ago
Supv, Mfg Ops
Smurfit Westrock
Calgary, AB
This is a growth position that could lead to various upper management positions.
Added 13 mins ago
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Sales Development Representative (Toronto, Canada)
Hiya
Remote, Canada
- $84,375 USD / year
- Full-time
- Remote
Qualify all sales leads based upon lead qualification criteria definitions
Added 13 mins ago
LD
Retail Team Lead
LEGOLAND Discovery Centre
Vaughan, ON · Toronto, Ontario
- $19.5 CAD / hour
- Full-time
We are looking for an enthusiastic Retail Team Lead to join our team and play a key role in leading daily retail operations. This is an exciting opportunity to combine your retail…
Added 13 mins ago
K
Senior Product Manager, Growth
KOHO
Remote, Canada
- $160,000 to $200,000 CAD / year
- Full-time
- Remote
We’re looking for a Senior Product Manager to join KOHO’s Growth team. You’ll lead a dedicated growth pod focused on one of our highest-leverage problems: either converting more registered…
Added 13 mins ago
Software Development Engineer II, AWS Marketplace
Amazon
Toronto, ON
As a SDE II on the AWS Marketplace team, you will design and build large-scale distributed systems that power a multi-billion dollar commerce platform used by customers and partners
Added 13 mins ago
TT
Retail Store Coordinator (Permanent) - Winners/ HomeSense Beacon Hill
The TJX Companies, Inc.
Calgary, AB
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 13 mins ago
HB
Part Time Key Holder - HUGO Outlet, Halton Hills ON
HUGO BOSS Canada, Inc.
Halton Hills, ON
- Part-time
- Other
Lead the team to achieve positive results by supporting top line sales, profit and loss management and inventory control.
Added 13 mins ago
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Contrôleur financier de l'usine - Plant Controller
The Goodyear Tire & Rubber Company
Salaberry-de-Valleyfield, QC
- Full-time
The Plant Finance Manager provides leadership, supervision, and career development for the Plant Accounting Team while supporting the achievement of the plant's financial goals and…
Added 13 mins ago
Fixed-Term Marketing Manager, Home
Dyson
Toronto, ON · Canada - Toronto Office
Dyson Canada is seeking a strategic, commercially driven, and highly collaborative Marketing Manager, Home to join the Marketing team on an 18-month fixed-term contract.
Added 25 mins ago
CD
Specialized Education Technician (Grand-Héron Primary School)
Centre de services scolaire Marguerite-Bourgeoys - CSSMB
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- Full-time
…the success and development of the students. Join a motivated team in a vibrant neighborhood of…
Added 25 mins ago
AC
Property Field Claims Manager
Allstate Canada
ON · Ontario, Canada
- Full-time
Lead, coach, and develop a team of Property Field Advisors, fostering a culture of accountability, collaboration, and continuous improvement.
Added 25 mins ago
BC
Technical Director
Banff Centre for Arts and Creativity
Banff, AB
- Full-time
…member in performing arts, the TD collaborates with the artistic team, program managers, directors, designers, and production staff to bring creative visions to life while managing…
Added 25 mins ago
E
Sr. Advisor Data Modernization
Enbridge
Calgary, AB
- Full-time
…growth. We are looking for a Sr. Advisor, Data Modernization to lead the delivery of the Liquids Pipelines data modernization roadmap and transform complex business needs into scalable,…
Added 25 mins ago
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Little Chief Restaurant Supervisor
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
2-3 years experience in a lead role or supervisory capacity with practical hands on knowledge and experience in all facets of Food & Beverage operations. Specific Hotel food and beverage…

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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