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About the Role

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

Responsibilities

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.
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.
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.
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.

Requirements

Advanced proficiency in both English and French — speaking, reading, and writing — is highly advantageous.
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.
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.

Skills

Digital Learning
Enablement
Instructor-led Training
Virtual Training
One-on-one Training
Coaching
Support
Workflow Analysis
Adoption Strategy
Change Management
Learning Content Development
Adult Learning Principles
Presentation Skills
Facilitation Skills
Communication Skills
Relationship Building
Problem-Solving
Artificial Intelligence
CRM Platforms
Onboarding Tools
Client Service Platforms
Operational Workflows

Location

Canada

Work Type

Full-time

Experience Level

Not specified

Education Level

Not specified

Salary/Compensations

$90,000 - $110,000

Benefits

Performance-based incentive plan
Comprehensive health & dental benefits
Group RRSP matching plan
Paid time off

About the Company

Richardson Wealth is a leading Canadian wealth management organization offering the personal touch of a boutique firm with significant results.
With offices across the country, we are home to some of Canada’s best investment advisors.
We are in an exciting growth phase, undertaking a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Equal Opportunity

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.