Find work in Canada.

320,818 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
I
Oracle Finance Cloud-Lead
IBM
Fredericton, NB
- $135,000 to $185,000 CAD / year
- Full-time
As a Package Consultant: Oracle Finance Cloud, you will streamline clients' financial operations through the implementation of Oracle Finance Cloud solutions, focusing on designing and…
Added 3 mins ago
PM
Coordinator, Revenue Operations
Picton Mahoney Asset Management
Toronto, ON
- Full-time
We're looking for a detail-oriented and data-driven Coordinator, Revenue Operations to join our Revenue Operations team. If you enjoy keeping data clean, working in Salesforce, and turning…
Added 3 mins ago
Quantitative Equity Market Implementation Research
CCLIM - Quantitative Equity
Vancouver, BC
Academic and work experience – At a minimum, an undergraduate degree in mathematics, applied statistics, physics, operations research, engineering, or a related field. Graduate studies or…
Added 18 mins ago
GO
Finance Officer
Government of Nunavut
Kugluktuk, NU
- Full-time
…services such as accounts payable, accounts receivable, revenue operations, analyses, reports, financial advice and support to clients, and other assigned administration duties, in…
Added 18 mins ago
ZR
Property Manager - Saskatoon
Zen Residential Ltd.
Edmonton, AB
- Full-time
Reporting to the Area Manager, the Property Manager oversees the day-to-day operations of the property, with a focus on delivering a strong resident experience and supporting overall…
Added 18 mins ago
T
Senior Financial Analyst
TD
Toronto, ON
- Full-time
The Senior Finance Analyst role provides meaningful financial support to various teams within the CPB Operations, COO & Digital Transformation businesses.
Added 18 mins ago
PC
Inventory & Traffic Coordinator
Parkland Corporation
Hamilton, ON
- Full-time
…Greater Caribbean, and Europe. The Partnership’s midstream operations include an extensive network of approximately 14,000 miles of pipeline and over 160 terminals. This critical…
Added 18 mins ago
L
Payroll Supervisor | Contract Until January 2028
lululemon
Vancouver, BC
- Full-time
The Payroll team sits within the Finance Operations function and is responsible for supporting our fast-growing business by attending to the needs of our employees. We provide a tremendous…
Added 33 mins ago
AR
Guest Service Agent
Algonquin Resort
Brandon, MB
- Part-time
Added 33 mins ago
AC
Human Resources Business Partner
Aston Carter
Richmond, BC
- Contract
Experience supporting operations, manufacturing, industrial, or other fast-paced environments is considered an asset.
Added 33 mins ago
FC
Project Manager FCC
Fidelity Canada
Toronto, ON
- Full-time
Business Readiness Planning / Deployment / Transition to Operations
Added 33 mins ago
AC
Audit TI
Aston Carter
Montreal, QC
- $35 to $75 CAD / hour
- Contract
Évaluer les contrôles généraux informatiques (ITGC), notamment la gestion des accès, la gestion des changements et les opérations TI.
Added 48 mins ago
B
BILINGUAL SENIOR ANALYST, INSURANCE AND OPERATIONS SUPPORT
BDC
QC · Les Laurentides Regional County Municipality, QC
- Full-time
Knowledge of or experience in insurance administration, insurance operations, or insurance compliance.
Added 48 mins ago
SD
Associate, Salaried Part Time Day
Shoppers Drug Mart
Mississauga, ON
- Part-time
…will likely be with your District Manager and your Pharmacy Operations Specialist, both of whom are dedicated to helping your business success and career…
Added 48 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
Identify, document, and investigate processes/exceptions arising from transactions/processes beyond first level operations service delivery
Added 48 mins ago
C
Finance Sr Analyst
CBRE
Toronto, ON
- Full-time
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
Added 48 mins ago
C
GL Accounting Manager
CBRE
Toronto, ON
- Full-time
Support budgeting and financial planning activities for Non-Client, Country Operations, and Shared Office functions, including budget tracking, GL reporting, annual budget preparation,…
Added 48 mins ago
B
BILINGUAL SENIOR ANALYST, INSURANCE AND OPERATIONS SUPPORT
BDC
Montreal, QC
- Full-time
Knowledge of or experience in insurance administration, insurance operations, or insurance compliance.
Added 48 mins ago
MH
Operations Manager
Melstream HR Inc
Markham, ON
- Full-time
As our Operations Manager, you will be the operational backbone of Taurus Mortgage Capital. You will work directly with our President and senior brokers to streamline our processes, manage…
Added 48 mins ago
OT
Restaurant Manager
One Therapy Network
Swift Current, SK
- Full-time
The Restaurant Manager is responsible for all aspects of restaurant operations including the quality and consistency of the customer experience, adherence to A&W standards, Provincial WCB,…
Added 1 hour ago
RP
ADMINISTRATIVE ASSISTANT
Residence Place Mont Roc
Hawkesbury, ON
- Full-time
We are looking for an assistant to the director of operations, who will be assisting the director with staff supervision, organizing activities, bookkeeping, attending to resident needs and…
Added 1 hour ago
TB
Senior IT Internal Controls Auditor
Tilray Brands, Inc.
Toronto, ON
- $70,000 to $85,000 CAD / year
- Full-time
…leading global lifestyle and consumer packaged goods company with operations in Canada, the United States, Europe, Australia, and Latin America that is leading as a transformative force at…
Added 1 hour ago
TB
IT Internal Controls Auditor
Tilray Brands, Inc.
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
…leading global lifestyle and consumer packaged goods company with operations in Canada, the United States, Europe, Australia, and Latin America that is leading as a transformative force at…
Added 1 hour ago
I
Oracle Finance Cloud-Lead
IBM
Vaughan, ON
- $135,000 to $185,000 CAD / year
- Full-time
As a Package Consultant: Oracle Finance Cloud, you will streamline clients' financial operations through the implementation of Oracle Finance Cloud solutions, focusing on designing and…
Added 1 hour ago
I
Oracle Finance Cloud-Lead
IBM
Hamilton, ON
- $135,000 to $185,000 CAD / year
- Full-time
As a Package Consultant: Oracle Finance Cloud, you will streamline clients' financial operations through the implementation of Oracle Finance Cloud solutions, focusing on designing and…

Richardson Wealth Ltd

Wealth Digital Enablement Trainer

Toronto, ON, Canada

The expected annualized base salary range for this role is $90,000- $115,000.

Apply About employer

Applications open in a new tab.

Job details

Pay: The expected annualized base salary range for this role is $90,000- $115,000.
Posting language: English
Posted: Jun 22, 2026

Original job description

About Us:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Purpose of the Role

As a Wealth Digital Enablement Trainer at Richardson Wealth, you will help shape and deliver modern learning experiences that support advisors and internal teams across the organization.

In this role, you will help advisors, advisor support teams, and internal business partners maximize the value of the firm’s digital tools, operational processes, and advisor-facing platforms. You are more than a trainer - you are an enablement expert who understands how wealth professionals run their practice and can translate technology, workflows, and business processes into practical solutions that improve efficiency, strengthen client service, support business growth, and drive adoption.

You understand the advisor and assistant experience and can clearly connect technology to business outcomes. You explain not just how tools work, but why they matter, how they fit into the broader advisor journey, and how they work together to create capacity, reduce friction, and improve the overall advisor experience. You are equally skilled at delivering training, guiding users through change, identifying adoption barriers, and collaborating with stakeholders to support meaningful, sustained adoption.

You are curious, adaptable, collaborative, and passionate about creating learning experiences that are engaging, practical, and forward-thinking.

This is an existing posting.

Key Responsibilities

Digital Learning & Enablement

Deliver engaging instructor-led, virtual, and one-on-one training sessions for advisors, assistants, and internal teams.
Enable advisory teams to use digital platforms, operational tools, and business processes more effectively to improve productivity and client service.
Translate complex technical concepts and business processes into practical, advisor-focused learning experiences.
Provide coaching and support that builds confidence, strengthens capability, and encourages long-term behavioural change and adoption.
Identify common advisor and assistant pain points and recommend ways to simplify workflows, optimize tool usage, strengthen training, and enhance the overall advisor experience.
Support the implementation of new initiatives, platform enhancements, operational changes, and business transformation efforts.
Contribute ideas and recommendations that improve learner engagement, enablement experiences, and content delivery practices.

Advisor Workflow & Ecosystem Enablement

Map and understand end-to-end advisor workflows across client onboarding, portfolio management, servicing, and compliance.
Train advisors and teams to navigate and optimize workflows across connected systems such as AX360, Croesus, Client Onboarding, Compass, and iAssist.
Show how data, activities, and decisions flow across platforms to support efficient practice management.
Identify workflow gaps, duplication, and friction points, and recommend improvements that enhance the advisor and assistant experience.
Reinforce best practices that align system usage with business outcomes such as efficiency, scalability, and client experience.

Adoption & Change Readiness

Drive awareness, understanding, and adoption of new tools, processes, and capabilities.
Partner with business stakeholders to understand advisor needs and develop targeted enablement strategies.
Define and track key adoption and behaviour metrics to assess impact and identify opportunities for improvement.
Gather feedback from advisors and assistants to identify adoption barriers, inform improvements, and refine support approaches.
Monitor participation, engagement, and usage trends to evaluate effectiveness and identify areas requiring reinforcement.
Act as a trusted advisor and subject matter resource for digital enablement initiatives.

Learning & Content Development

Develop and maintain training materials, job aids, reference guides, videos, and learning resources that are scenario-based, workflow-driven, and aligned to real advisor and assistant use cases.
Contribute to onboarding programs, learning pathways, and continuous education initiatives.
Ensure training content remains current, accurate, and aligned with evolving business priorities and platform capabilities.
Apply adult learning principles to enhance learner engagement and knowledge retention.

Skills & Experience

Required

Advanced proficiency in both English and French - speaking, reading, and writing - is required.
Experience delivering training, coaching, enablement, or advisory support within wealth management, financial services, or investment management environments.
Experience with platforms such as Croesus, Salesforce CRM.
Strong understanding of advisor and assistant end-to-end workflows within a wealth management practice.
Demonstrated ability to train users on digital platforms, operational processes, and business workflows.
Exceptional presentation, facilitation, and communication skills.
Ability to explain technical concepts in practical business language.
Strong relationship-building skills with advisors, business partners, and stakeholders.
Proven ability to influence behavioural change and encourage adoption.
Highly organized with strong planning, prioritization, and problem-solving skills.
Passionate about applying artificial intelligence to drive efficiency and elevate performance.

Preferred

Experience working directly with financial advisors and advisory support teams.
Knowledge of advisor technology ecosystems, CRM platforms, onboarding tools, client service platforms, and operational workflows.
Experience supporting digital transformation, technology adoption, or change management initiatives.
Familiarity with wealth management operations, investment products, and advisor business practices.

Who You Are

Advisor-Focused: You understand the realities of running and supporting a wealth management practice and bring a practical understanding of advisor and assistant needs.
Business Acumen: You connect training, technology, and operational processes to business goals, client experience, and practice efficiency.
Enablement-Oriented: You are passionate about helping people work smarter, build confidence, and apply learning in ways that improve performance.
Trusted Partner: You build credibility with advisors, assistants, and stakeholders through expertise, collaboration.
Clear Communicator: You simplify complexity and make learning practical, relevant, and actionable.
Workflow Thinker: You think in end-to-end workflows rather than individual tools and can clearly connect systems, processes, and business outcomes.
Curious and Innovative: You embrace digital tools and emerging technologies and look for practical ways to improve the advisor experience.
Continuous Improvement Mindset: You seek feedback, identify opportunities to strengthen adoption, and look for ways to improve enablement effectiveness.
Adaptable and Collaborative: You thrive in evolving environments and work effectively across teams to support change and deliver results.

The expected annualized base salary range for this role is $90,000- $115,000.

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

Apply About employer

More about this job

Responsibilities

Deliver instructor-led, virtual, and one-on-one training that helps advisors, assistants, and internal teams use digital platforms and operational workflows effectively. Develop practical learning resources, support technology and process changes, track adoption, and identify workflow improvements that strengthen efficiency and client service.

Requirements

Requires advanced English and French proficiency, experience delivering training or enablement in wealth management or financial services, and a strong understanding of advisor workflows and digital platforms. Candidates should communicate technical concepts clearly, build stakeholder relationships, encourage adoption, and be highly organized; experience with Croesus or Salesforce CRM is relevant.

Skills

Digital Training
Learning and Development
Wealth Management
Financial Services
Advisor Workflow Enablement
Change Management
Technology Adoption
Croesus
Salesforce CRM
AX360
Client Onboarding
Compass
iAssist
Adult Learning Principles
Facilitation and Presentation
Artificial Intelligence

Benefits

Performance-Based Incentive Plan
Health and Dental Benefits
Group RRSP Matching Plan
Paid Time Off

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Digital Enablement
Advisor Workflows
Digital Platforms
Croesus
Salesforce CRM
AX360
Client Onboarding
Compass
iAssist
Training
Coaching
Adult Learning Principles
Change Management
Technology Adoption
Learning Materials
Job Aids
Workflow Optimization
Practice Management
Client Service
Investment Management
Artificial Intelligence
Adoption Metrics
Business Transformation
Bilingual Communication

Report this job