Systems & Technology Training Specialist
Optimize Financial Group
Job Description
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.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Systems & Technology Training Specialist in Toronto, ON vacancy
- ...influence change? Bring your expertise in technology and data to our team and directly... ...Apply now! Job Description The Training Content Specialist is responsible for creating and... ...authoring tools, or Learning Management Systems (LMS) is considered an asset. ~ Familiarity...SuggestedFull timeFreelanceInternshipLive InLocal areaRemote work
$65k - $75k per year
...TouchBistro is looking for a Customer Training Specialist to partner closely with Sales to ensure smooth and successful customer launches. In... ...implementation, configuration, and training of TouchBistro’s POS system for new customers Build trust with restaurant operators by...SuggestedLong term contractFull timeInternshipFlexible hours- ...~ Deliver instruction and training, interactive demonstration and... ...methodology on the Public Safety Radio System (PSRN) for land and air... ...groups as part of the PSRN technology training and testing. \\ ~... ...headerName":"RQ10313 \- Training Specialist \- Senior","widgetId":"...SuggestedContract work
- ...~ Deliver instruction and training, interactive demonstration and... ...methodology on the Public Safety Radio System (PSRN) for land and air... ...groups as part of the PSRN technology training and testing. \\ ~... ...headerName":"RQ10318 \- Training Specialist \- Senior","widgetId":"...SuggestedContract work
- ...Company. We free everyone to safely use any technology, anywhere, on any device or app. Our... ...Identity belongs to you. Legal Technology Specialist Okta is seeking a Legal Technology... ..., reporting to the Director of Legal Systems and Technology. In this role, you will be...SuggestedFull timeWork at officeFlexible hours
- ...and the comfort to speak in front of an audience ~ Knowledge of SharePoint, Jira, Confluence, MS Office Tools, business systems, technology infrastructure, software development, data warehousing, data centres and related concepts/terminology are also assets ~...Hourly payPermanent employmentFull timeWork at office
- ...OVERVIEW The Intermediate Technology Compliance Specialist will play a crucial role in supporting risk and compliance activities across technology... .... ~ Experience working with control frameworks and risk systems, such as GRCE or similar. ~ Proven ability to drive remediation...Full timeContract work
$85k - $156k per year
...organization. What will your typical day look like? The Release Train Engineer (RTE) for the SWIFT team serves as an Agile facilitator... ..., and helps ensure the successful delivery of business and technology initiatives while fostering continuous improvement and Agile best...Long term contractPermanent employmentTemporary workRemote workFlexible hours- ...are built and utilized. Our technology spans various sectors, from healthcare... .... We build and support the systems, workflows, and processes... ...Business Systems Operations Specialist to help support and improve... ...tools, and other operational technologies. Assist with cross-...Full timeInternshipRemote work
$32.59 - $48.89 per hour
...Centre Department: Education Technology and Media Services Reports... ...member of the ETMS team, the Specialist, Audio-Visual & Technology... ..., configure, and maintain AV systems and infrastructure, including... ...planning. Deliver training and real-time technical support...Hourly payRemplacementFull timeTemporary workInternshipSecond jobFlexible hours$30 - $80 per hour
...include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: AI Training Scenario Designer Type: Contract Compensation: $30–$80/hour Location: Remote Role Responsibilities...Full timeContract workSummer workRemote work$55k - $65k per year
...our mission, and we continue to invest in training and development to nurture innovation... ...successful candidate will be part of the Technology & Support Services department, working on... ...working with and/or using Windows based systems, Apple OSX operating system, Microsoft Office...Long term contractFull timeWork at officeRemote workFlexible hoursAfternoon shift$85k - $100k per year
...just found your next adventure. The Specialist, Talent Systems & Insights serves as a key technical... ...Compensation) and how they intersect with technology. ~ Skillful at managing stakeholders... ..., Data Science, or any combination of training and experience relevant to the role...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week- ...players, we stay at the leading edge of technology, remain nimble even as a global leader,... ...We are looking for a Genesys Cloud CX Training Specialist to support a large-scale enterprise... ...test data, prerequisites, and required system configurations, ahead of each session....Full timeContract workInternshipRemote workRelocation
$75k - $85k per year
...complete range of hosted and licensed system solutions capable of achieving seamless... ...challenge the status quo of Canadian Mortgage Technology, and we drive continuous improvement in... ...lenders. We are seeking a Company Training Specialist to be responsible for the day-to-day...Permanent employmentFull timeLive InNewton Connectivity Systems
Toronto, ON10 days ago$129k - $161.25k per year
...cultivating a work environment where all team members belong and have the opportunity to thrive. We are hiring a Business Systems Lead to own the sales technology behind Lyft Ads. As the senior technical owner of the Lyft Ads CRM and commercial systems, you will lead solution...Hourly payFull timeContract workWork at officeFlexible hours3 days per week- ...opportunity to execute and lead various security system projects. Your role will encompass... ..., programming, commissioning, and client training. We value diversity and encourage... ...excellent understanding of the entire Building Technology offering. Strong interpersonal, communication...Full timeFor contractorsWork at office
$90k - $115k per year
...NetSuite ERP ecosystem. This role will focus on system administration, configuration,... ...technical documentation, process runbooks, and training materials for system configurations,... ...at our core. We work with cutting-edge technology in accounting and financial reporting, constantly...Permanent employmentFull timeRemote workFlexible hours3 days per week- ...whose entire job is making creators better, reviewing every content submission, giving detailed written and verbal feedback, running training calls, spotting trends, and actively developing creators who produce content that converts and drives GMV. The best person for this...Long term contractContract workImmediate startRemote workFlexible hoursWeekend work
- ...Position: Systems Testing / QA Specialist Location: Toronto, ON Job ID#: RQ11253 Duration: 8 Months Role Overview We... ...HTML5, accessibility standards (WAI-ARIA), and front-end technologies Experience with version control and CASE tools General...Full time
- ...About the Role You love data and systems and are naturally curious about how things... ...performance, and evolution of AlayaCare’s people technology stack, including BambooHR, Culture Amp,... ...experience Act as the HR technology specialist on system upgrades, new module...Permanent employmentFull timeWork at officeWork from homeFlexible hours2 days per week
$65 - $73 per hour
...write reference solutions with structured quality checks. Collaborate with AI research teams to improve model outputs and training data quality. Work independently and asynchronously to meet deadlines and enhance AI model performance . Qualifications...Hourly payWeekly payFull timeContract workFor contractorsSummer workRemote work- ...team! We are hiring a full-time Linux Systems Specialist - Senior to collaborate with our growing... ...Constantly learning – keeping your technology skills up to date with the industry norms, best practices, and upcoming technologies. Attention to detail, excellent organizational...Permanent employmentFull timeFor contractorsRemote workFlexible hours
$70 - $100 per hour
...Angelo , Larry Summers , and Jack Dorsey . Position: Systems Engineer Type: Contract Compensation: $70–$... ...Familiarity with Kubernetes , Docker , and/or cloud deployment technologies. ~ Bachelor's degree in computer science, software...Hourly payWeekly payFull timeContract workFor contractorsSummer workRemote work- ...Position: Systems Testing / QA Specialist Location: Toronto, ON Job ID#: RQ11170 â Duration: 9 Months Role Overview... ...query writing CI/CD pipeline integration Front-end technologies (HTML5, UX, accessibility tools) Development exposure (...Full time
$54k - $56k per year
...CONTRACT INFORMATION TECHNOLOGY ASSISTANT Mission Statement: Homes First Society develops... ...: Administration of email and various system accounts Maintain inventory and take care... ...personal networks and participating in training opportunities Other duties as required...Full timeContract workInternshipWork at officeImmediate startMonday to friday$88.4k - $110.5k per year
...than just an incredible career. About the Team: The Sales Trainer is responsible for organizing and delivering a wide range of learning... ...of the Divisional business.The Sales Trainer will execute training delivery and support application of learning with Directors, District...Long term contractTemporary workWork at officeRemote workWorldwideHome office$70k - $110k per year
...Role: Software Training Specialist Location: Mississauga , Ontario – Hybrid (4 days/week in office) * Moving to Etobicoke 2026... ...product teams, and business stakeholders to translate workflows, system changes, and business needs into scalable learning experiences...Full timeWork at office- ...(AML), Fraud, Quality Assurance (QA) and Quality Control (QC) training modules for employees at all levels, across the GFC Non-US Investigations... ...Desired Qualifications Certified Anti-Money Laundering Specialist (ACAMS) (preferred) Certified Fraud Examiner (CFE) (preferred...Work at officeFlexible hoursShift work
$101.7k - $130.45k per year
...cutting-edge of digital transformation and technology. From the multi-cultural strength of... ...Job Description: The Project System Design Specialist will perform system design signaling... ...simulation to specify communication-based train control systems. They will develop and...Full timeFor contractorsRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Systems & Technology Training Specialist. Be the first to apply!
Related searches
- enseignant technologie Toronto, ON
- business technology Toronto, ON
- computer technology Toronto, ON
- assistive technology Toronto, ON
- medical lab technology Toronto, ON
- technology returners programme Toronto, ON
- food technology jobs in canada Toronto, ON
- technology sales Toronto, ON
- music technology Toronto, ON
- technology support Toronto, ON