Find work in Canada.

332,825 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 23 mins ago
Senior Events and Promotions Specialist-Limited Term
Ontario Tech University
Oshawa, ON
Internship
…promotional collateral. Acting as the university’s events lead and advisor, this position works closely with internal departments and external partners to develop impactful engagement…
Added 23 mins ago
Financial Advisor
Leadervest
Courtenay, BC
$75,000 to $80,000 CAD / year
Full-time
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.
Added 23 mins ago
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
$33,000 to $83,000 CAD / year
Full-time
Guide & Consult: Act as a trusted advisor - guiding customers on product selection, pricing, and availability while crafting tailored sales quotations.
Added 24 mins ago
Bilingual ADP Sales Manager
Sun Life
Toronto, ON · ON · Montreal, QC · Quebec, QC · Sun Life Montreal Metcalfe
Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 39 mins ago
Associate, Wealth Management - 18 month contract
Royal Bank of Canada
Mississauga, ON
Full-time
…the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional…
Added 39 mins ago
Technical Account Manager
Benevity
Remote, Canada
$61,800 to $84,920 CAD / year
Full-time · Remote
Foster long-term relationships by exceeding client expectations and connecting them with peers for best practices.
Added 39 mins ago
Technical Account Manager - Term
Benevity
Remote, Canada
Full-time · Remote
Foster long-term relationships by exceeding client expectations and connecting them with peers for best practices.
Added 39 mins ago
Technical Account Manager - Term
Benevity
Remote, Canada
$61,800 to $84,920 CAD / year
Full-time · Remote
Foster long-term relationships by exceeding client expectations and connecting them with peers for best practices.
Added 39 mins ago
Technical Account Manager
Benevity
Remote, Canada
Full-time · Remote
Foster long-term relationships by exceeding client expectations and connecting them with peers for best practices.
Added 52 mins ago
Executive Director & Assistant Dean
York University
Toronto, ON · North York, ON
$181,418 to $196,945 CAD / year
Full-time
…financial performance, market growth, revenue diversification, long-term sustainability, risk management, and reputation. Reporting to the Dean, the ED&AD establishes strategic priorities,…
Added 54 mins ago
National Account Director
OPENLANE
Toronto, ON · Greater Toronto Area, Canada
Full-time
…The core focus of this role is (1) to retain our high-value client base to increase consignment and sales volume and (2) drive revenue expansion through service penetration. This will be…
Added 54 mins ago
Director, Analytics & Insights
Securian Canada
Waterloo, ON
$130,000 to $170,000 CAD / year
Full-time
Oversee the development of curated datasets, semantic models, certified metrics, dashboards, scorecards, and client-facing reporting solutions.
Added 54 mins ago
Director, Analytics & Insights
Securian Canada
Toronto, ON
$130,000 to $170,000 CAD / year
Full-time
Oversee the development of curated datasets, semantic models, certified metrics, dashboards, scorecards, and client-facing reporting solutions.
Added 54 mins ago
Director of Client Accounts
Starport Managed Services
Toronto, ON
Full-time
We are looking for a service-oriented Managed IT Services Director of Client Accounts who can lead strategic client relationships, guide IT strategy/budget planning and act as a trusted…
Added 54 mins ago
Account Director, Creator
Zeno Group
Toronto, ON
Full-time
Client Leadership & Strategic Counsel: Serve as a trusted client advisor, translating cultural and audience insights into clear recommendations and helping clients navigate the evolving…
Added 1 hour ago
Digital - Consultant
Hatch
Mississauga, ON
Build and maintain trusted advisor relationships with senior client stakeholders across operations, technology
Added 1 hour ago
Business Development Director, Individual Insurance - Ontario
Humania Assurance Inc.
ON · Ontario, Canada
Full-time
Financial Security: Take advantage of a defined benefit pension plan designed to provide long-term financial peace of mind.
Added 1 hour ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
AB · Edmonton, AB
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 1 hour ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Quebec, QC · Greater Quebec City Metropolitan Area
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 1 hour ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Halifax, NS
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 1 hour ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Montreal, QC
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 1 hour ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Vancouver, BC
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 1 hour ago
Senior Events and Promotions Specialist-Limited Term
ontariotechu
Oshawa, ON
…promotional collateral. Acting as the university’s events lead and advisor, this position works closely with internal departments and external partners to develop impactful engagement…
Added 2 hours ago
Senior Consultant, Digital
Hatch
Mississauga, ON
Build and maintain trusted advisor relationships with senior client stakeholders across operations, technology, and executive leadership
Added 2 hours ago
Account Manager (Digital Marketing Agency)
TopHat HR
Toronto, ON · Greater Toronto Area, Canada
$60,000 to $75,000 CAD / year
Full-time
…accounts or 25–40 small to mid-sized clients. Serve as a trusted advisor by applying your digital marketing expertise to proactively identify client needs, recommend tailored solutions, and…

Optimize Financial Group

Systems & Technology Training Specialist

Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 22, 2026
Experience: Minimum of 2 years of experience delivering one-on-one training or coaching sessions in a professional setting.
Posting language: English
Posted: Sep 22, 2026

Apply About employer

Applications open in a new tab.

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

The Systems & Technology Training Specialist will lead one-on-one and small group training sessions to drive the adoption of core CRM and advisor portal tools. They will guide advisors through system-driven workflows while ensuring a consistent and high-quality user experience.

Requirements

Candidates must have at least 2 years of experience in professional training or coaching. Strong communication skills and the ability to explain technical concepts to non-technical users are essential for this role.

Skills

Training
Coaching
CRM
Financial services
Communication
Presentation
Interpersonal skills
Technical training
Workflow management
Problem-solving
Attention to detail
Screen sharing
Advisor support

Visa sponsorship

Not detected in the job text

Keywords

Systems Training
Technology Training
Financial Services
CRM
Advisor Portal
Portfolio Management
Tax Planning
Debt Management
Retirement Planning
Estate Strategies
Coaching
Workflow Management
Client Management
Task Tracking
Activity Management
Screen Sharing
Professional Development
Instructional Delivery

Report this job