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Enterprise Ads Sales Specialist
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Enterprise Ads Sales Specialist
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Added 1 hour ago
Mortgage Specialist
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A day in a life of a Customer Solutions Specialist:

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

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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.

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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

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