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
Qualifications
Systems & Technology Training Specialist • Toronto, ON, Canada
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