Jobs in Canada

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CC
EdTech B2B Institutional Sales Specialist - Canada
Codertia Canada - IT Industrial Training | Coding Bootcamp
Canada
- Part-time
Job Title: EdTech B2B Institutional Sales Specialist
Added 1 hour ago
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Senior Data Engineer
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Candidates must have relevant experience in the following areas:
Added 5 hours ago
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Spécialiste des applications cliniques, Rayons X et mammographie (AB ou Manitoba) - Clinical Application Specialist, X-ray & Mammography (AB or Manitoba)
Christie Innomed
AB · Alberta, Canada
- Full-time
We are looking for a Clinical Application Specialist, X-ray & Mammography to join our team in Manitoba or Alberta, with a primary focus on supporting customers across Western Canada.
Added 5 hours ago
MI
CN - Vendor Managed Inventory Specialist
MSC Industrial Supply Co.
Wawa, ON
- Full-time
The Vendor Managed Inventory (VMI) Specialist provides supplemental service support in the areas of conversions, ordering stock, vending solutions, putting orders away, 5S handling of…
Added 6 hours ago
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Vice President, Compliance
Payroc
Canada
- Full-time
Payroc is a global payments technology company helping businesses get paid, grow faster, and operate smarter. From powerful POS systems to seamless online and mobile payment solutions, we…
Added 9 hours ago
Sales Specialist (Multi Dwelling Unit)
Rogers Communications
London, ON
Our Residential team is proud to offer our customers seamless and simple technology that fits into any lifestyle. Our Field Sales teams work closely with our customers and offer a…
Added 9 hours ago
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Client Engagement Associate, 15h/week - Saint-Jérôme
CIBC
Saint-Jérôme, QC
- Part-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 9 hours ago
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Client Engagement Associate, 15h/week - St-Eustache
CIBC
Saint-Eustache, QC · St-Eustache
- Part-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 9 hours ago
Data and Business Analyst
CMP Group Ltd.
Delta, BC
…attributes, customer information and pricing. This role supports the Sales, Customer Service and Marketing departments by ensuring data is accurate, complete, standardized, and readily…
Added 9 hours ago
DA
EV Product Specialist - Destination Auto Group
Destination Auto Group
Vancouver, BC
- $28 CAD / hour
- Temporary
…Group is looking for an enthusiastic, customer-focused and technology-savvy individual to join our automotive team as an EV Product…
Added 10 hours ago
Sales Specialist (Multi-Dwelling)Unit (Victoria)
Rogers Communications
Victoria, BC
Our Residential team is proud to offer our customers seamless and simple technology that fits into any lifestyle. Our Field Sales teams work closely with our customers and offer a…
Added 10 hours ago
WH
Accounts Payable Specialist
WELL Health Technologies Corp. (TSX: WELL)
Vancouver, BC
- Full-time
WELL Health Technologies is an innovative technology-enabled healthcare company whose overarching objective is to positively impact health outcomes by leveraging technology to empower and…
Added 10 hours ago
AT
Customer Success & Implementation Specialist
Armour Transportation Systems
Moncton, NB
- Full-time
…customer onboarding? As a Customer Success & Implementation Specialist, you will play a key role in leading new customer implementations from sales handoff through launch and transition to…
Added 10 hours ago
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Client Services Specialist
Solidifi
Canada
- Full-time
Job Title: Client Services Specialist ( Bilingual-English and French)
Added 10 hours ago
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Client Engagement Associate, 15h/week - Brossard
CIBC
Brossard, QC
- Part-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 10 hours ago
S
Client Services Specialist
Solidifi
Markham, ON
- $45,000 to $50,000 CAD / year
- Full-time
Job Title: Client Services Specialist ( Bilingual-English and French)
Added 10 hours ago
S
Contact Centre Specialist
SASCU
Salmon Arm, BC
- Part-time
As a Contact Centre Specialist, you will support the efficient delivery of sales and service via telephone, electronic, and digital channels for members, uncovering their service needs and…
Added 11 hours ago
KT
Account Executive – B2B Technology Solutions
KSPACE TECHNOLOGIES HQ
Remote, Canada
- $45,000 to $55,000 CAD / year
- Full-time
- Remote
The ideal candidate is proactive, disciplined, customer-focused, and comfortable operating in a performance-driven technology sales environment.
Added 11 hours ago
S
Retail Sales Consultant - Part Time - Toronto Premium Outlets - Halton Hills, ON
Swarovski
Toronto, ON
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 11 hours ago
S
Seasonal Retail Sales Consultant - Part Time - Royalmount, QC
Swarovski
Mont-Royal, QC
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 11 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Collaborate with Sales Compensation and Sales Operations teams so sales incentive plans align with Autodesk's job architecture, pay mix, and reward philosophy, and support sales plan…
Added 12 hours ago
S
Seasonal Retail Sales Consultant - Part Time - Royalmount, QC
SWAROVSKI
Mont-Royal, QC
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 12 hours ago
S
Retail Sales Consultant - Part Time - Toronto Premium Outlets - Halton Hills, ON
SWAROVSKI
Toronto, ON
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 12 hours ago
B
Product Manager MDS, Hypodermics and Anesthesia
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- $85,000 to $135,000 CAD / year
- Full-time
BD is one of the largest global medical technology companies in the world. Advancing the world of health™ is our Purpose, and it’s no small feat. It takes the imagination and passion of all…
Added 12 hours ago
V
Financial Services Representative - Blundell Centre
Vancity
Richmond, BC
- Part-time
…opportunity to build a meaningful career with Vancity. As a sales-focused role grounded in advice and relationship-building, you’ll help members achieve their goals while driving branch…

Worldsource Wealth Management

Platform Facilitator and Technology Specialist

Markham, ON, Canada

$80,000 to $90,000 CAD / year · Full-time

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Job details

Pay: $80,000 to $90,000 CAD / year
Job type: Full-time
Work location: This role can be based in either Markham, ON or Vancouver, BC
Experience: 5+ years of experience in wealth management, financial services, advisor support, training, or technology enablement.
Posting language: English
Posted: Oct 8, 2026

Original job description

This role can be based in either Markham, ON or Vancouver, BC.

JOB STATEMENT:

The Platform Facilitator and Technology Specialist plays a key role in supporting advisor growth, onboarding, and adoption of technology across existing and prospective Worldsource advisors. This individual is responsible for delivering engaging demonstrations of the firm's wealth management platform and technology ecosystem to prospective advisors, facilitating technology training for new and existing advisors and their teams, and providing first-level support for key advisor-facing applications, including financial planning and investment management applications.

Reporting to the Vice President, Practice Growth & Intelligence, the successful candidate will serve as a trusted resource for advisors by helping them understand, adopt, and maximize the firm's technology solutions while contributing to a positive advisor experience.

RESPONSIBILITIES:

Delivering compelling demonstrations of the firm's technology platform to prospective advisors and branch teams;
Partnering with the Business Development team in delivering compelling demonstrations of the firm's technology platform to prospective advisors and branch teams;
Maintaining up-to-date knowledge of the firm's technology offering and value proposition;
Participating in the facilitation of onboarding sessions for newly recruited advisors and support staff;
Participating in the development of user guides, training materials, videos, and reference resources;
Conducting refresher sessions and ongoing education programs to drive technology adoption; and
Championing best practices and technology adoption across the advisor network.

QUALIFICATIONS:

5+ years of experience in wealth management, financial services, advisor support, training, or technology enablement.
Strong presentation and facilitation skills.
Excellent verbal and written communication skills.
Demonstrated ability to explain technical concepts to non-technical users.
Strong client service orientation.
French language proficiency is considered an asset.
Experience using financial planning software such as Conquest, NaviPlan, or similar platforms.
Familiarity with wealth management trading platforms and advisor workflows.
Knowledge of investment products, account types, and advisor business processes.
Experience delivering training programs in person and virtually.
Completion of industry coursework such as CFP, CSC, or CIM would be considered an asset.

COMPENSATION:

Commensurate with experience; $80,000 to $90,000

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

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More about this job

Responsibilities

Demonstrate the firm's wealth management technology platform to prospective advisors and branch teams, and facilitate onboarding, training, and ongoing education for advisors and their staff. Develop training resources, provide first-level support for advisor-facing applications, and promote technology adoption and best practices across the advisor network.

Requirements

Requires at least five years of experience in wealth management, financial services, advisor support, training, or technology enablement, along with strong presentation, facilitation, communication, and client service skills. Experience with financial planning software and wealth management platforms is expected; French proficiency and industry coursework such as CFP, CSC, or CIM are assets.

Skills

Presentation Skills
Training Facilitation
Technology Demonstrations
Advisor Onboarding
Technology Adoption
Client Service
Verbal Communication
Written Communication
Explaining Technical Concepts
Financial Planning Software
Wealth Management Trading Platforms
Advisor Workflows
Investment Products
Account Types
Virtual Training
Training Material Development

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Advisor Support
Technology Enablement
Technology Platform
Financial Planning Software
Conquest
NaviPlan
Trading Platforms
Advisor Workflows
Investment Products
Account Types
Advisor Onboarding
Technology Training
Technology Adoption
First-Level Support
User Guides
Training Materials
Virtual Training
Presentation Skills
Facilitation
Client Service
CFP
CSC
CIM
French Language Proficiency

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Work requirements

Jobs in Canada