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Added 8 mins ago
Restoration Technician
First Onsite - CA
AB · Cold Lake, AB
Full-time
…following industry standards. You'll support and sometimes lead response crews, coordinate site setup, and ensure equipment, scaffolding, and safety systems are properly in place. You'll…
Added 8 mins ago
Nonprofit Capacity Building Coordinator
City of Leduc
Prince George, BC · Civic Centre
Full-time
…and inclusive community. Our Community & Social Development team plays an important role in contributing to the quality of life of our residents. The team supports community development,…
Added 8 mins ago
Health & Safety Superintendent
Skeena Gold + Silver
BC · Kitimat-Stikine A, BC
Full-time
…and build a state of the art mine in Canada. Come join our team to be a part of this amazing…
Added 8 mins ago
Senior Visualization Professional
Capgemini
Mississauga, ON
- Lead a team of Power BI developers, analysts, and support resources.
Added 8 mins ago
Family Treatment Worker - Regina, SK
Ranch Ehrlo Society
Regina, SK
Part-time
…Worker? We’re looking for a dedicated individual to join our team to provide home-based services and support for families. In this role, you'll model a safe, nurturing environment and help…
Added 8 mins ago
Employee Experience Program Manager
Servus Credit Union
Red Deer, AB · Edmonton, AB · Calgary, AB
Full-time
We are hiring for an Employee Experience Program Manager to join our People and Culture team.
Added 8 mins ago
Manager, Shipping & Logistics
DIRTT
AB · Calgary, AB
Full-time
…partnerships, drive process improvements and cost savings, and lead the Shipping team to deliver operational excellence. You are results-driven, collaborative, and comfortable working in a…
Added 8 mins ago
Organizational Design & Workforce Planning Consultant
Servus Credit Union
Red Deer, AB · Edmonton, AB · Calgary, AB
Full-time
We are hiring for an Organizational Design and Workforce Planning Consultant to join our People and Culture team.
Added 8 mins ago
Director, Technical Program Management
Seismic
Canada
Full-time
We're hiring a Director of Technical Programs to lead, unify, and grow the impact of our TPM function. You'll lead a team that is talented and highly motivated, and unify them behind a…
Added 8 mins ago
Manager - International Real Estate Portfolio & Asset Management
The Wendy's Company
Burlington, ON
Full-time
…eminent domain claims as needed. Partners with the Development team on Real Estate Strategy for the existing portfolio of…
Added 8 mins ago
Mental Health Nurse (RN/RPN)
Vancouver Coastal Health
Richmond, BC
$41.42 to $55.91 CAD / hour
Temporary
Come work as a Mental Health Nurse with Vancouver Coastal Health (VCH) on the Adult Mental Health team in Richmond, BC! Apply now to join the team!
Added 8 mins ago
Mental Health & Addictions Worker, Youth Intensive Case Management Team - Powell River, BC
Vancouver Coastal Health
Powell River, BC
$33.49 to $35.31 CAD / hour
Full-time
Come work as a Mental Health & Addictions Worker with Vancouver Coastal Health (VCH) on Youth Intensive Case Management Team in Powell River, BC. Apply today to join our team!
Added 8 mins ago
Food Service Worker - Casual/On-Call
Vancouver Coastal Health
Vancouver, BC
$25.82 CAD / hour
Other
Come work as a Food Services Worker at Vancouver Coastal Health (VCH) at Dogwood Care Home in Vancouver, BC! Apply now to join the team!
Added 8 mins ago
Adult Job Developer, Gastown Vocational Services (Employment Services)
Vancouver Coastal Health
Vancouver, BC
$30.2 to $31.64 CAD / hour
Full-time
Come work as an Adult Job Developer with Vancouver Coastal Health (VCH) at Gastown Vocational Services in Vancouver, BC. Apply now to join our team!
Added 8 mins ago
Intake and Transition Nurse, Primary Care (RN/RPN) - Intensive Health Outreach Team (IHOT)
Vancouver Coastal Health
Vancouver, BC
$41.42 to $55.91 CAD / hour
Temporary
Come work as a Primary Care Intake and Transition Nurse on the Intensive Health Outreach Team (IHOT) with Vancouver Coastal Health (VCH) in Vancouver BC. Apply today to join our team!
Added 8 mins ago
Booking Clerk/Secretary (Office Admin), Mary Pack Arthritis Program
Vancouver Coastal Health
Vancouver, BC
$28.74 CAD / hour
Full-time
Come work as a Booking Clerk/Secretary with Vancouver Coastal Health (VCH) at the Mary Pack Arthritis Program at Vancouver General Hospital in Vancouver, BC! Apply now to join the team.
Added 8 mins ago
Recreation Therapist - Bachelor's Degree
Vancouver Coastal Health
Vancouver, BC
$40.19 to $50.2 CAD / hour
Other
Come work as a Recreation Therapist with Vancouver Coastal Health (VCH) at G.F. Strong Rehabilitation Centre in Vancouver, BC! Apply now to join the team!
Added 8 mins ago
Registered Nurse (RN) / Registered Psychiatric Nurse (RPN) - Long Term Care
Vancouver Coastal Health
Richmond, BC
$41.42 to $55.91 CAD / hour
Part-time
Come work as a Registered Nurse with Vancouver Coastal Health (VCH) at the Minoru Residence in Richmond, BC. Apply now to join our team!
Added 8 mins ago
Mental Health and Addictions Outreach Nurse (RN/RPN) - Intensive Health Outreach Team (IHOT)
Vancouver Coastal Health
Vancouver, BC
$41.42 to $55.91 CAD / hour
Temporary
…Vancouver Coastal Health (VCH) at the Intensive Health Outreach Team (IHOT) in Vancouver, BC! Apply now to join the…
Added 8 mins ago
Manager, Expansion
Jobber
Remote, Canada
Full-time · Remote
…unique opportunity to motivate and coach a rapidly growing team of ambitious sales representatives and directly impact the growth and development of our sales process. We’re looking for…
Added 8 mins ago
Membership Sales Associate
Orangetheory Fitness Affiliates
Ottawa, ON · Nepean, ON
$18.5 CAD / hour
Part-time
Are you passionate, positive, and great at building rapport? Do you thrive on being part of a team? Do you have excellent communication skills, whether face-to-face or on paper? Look no…
Added 8 mins ago
Group Fitness Coach
Orangetheory Fitness 10072
Halifax, NS
$27 to $57 CAD / hour
Part-time
We are looking for Group Fitness professionals to lead our coach-inspired, science-backed, and technology-tracked workouts. Our coaches prioritize our members and make it known that they’re…
Added 8 mins ago
HSE Advisor
SECURE
Leduc, AB
Other
At SECURE, we lead the way in waste management and energy infrastructure, providing unmatched security and peace of mind to our customers. Our strength lies in our size, extensive network,…
Added 8 mins ago
District Sales Manager - Moncton
Molson Coors
Moncton, NB
Demonstrated ability to lead a professional sales team
Added 8 mins ago
Senior Embedded BIOS/Firmware Engineer
Advanced Micro Devices, Inc
Markham, ON
Full-time
We are looking for a dynamic, energetic Senior Embedded BIOS/Firmware Engineer to join our growing team. As a key contributor to the success of AMD’s products, you will be part of a leading…

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.

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

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