Wealth Digital Enablement Trainer

Richardson Wealth Ltd; Toronto; Hybrid; CAD 90,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Health & dental benefits

RRSP matching

Paid time off

Job summary

Richardson Wealth is seeking a Wealth Digital Enablement Trainer to deliver engaging learning experiences, drive adoption of digital tools and workflows, and support advisors, advisor support teams, and internal partners across the organization.

You will translate technology and processes into practical solutions that improve efficiency, strengthen client service, and enable business growth, focusing on training delivery, coaching, and change enablement, plus curriculum mapping.

Qualifications

• Advanced proficiency in English and French (spoken, read, written).
• Experience delivering training, coaching, enablement, or advisor support in wealth management.
• Experience with advisor technology ecosystems, CRM/workflow platforms, onboarding tools, or related systems.
• Strong understanding of advisor and assistant end-to-end workflows in wealth management.
• Proven ability to train users on digital platforms and processes.

Responsibilities

• Deliver instructor-led, virtual, and one-on-one training sessions for advisors and staff.
• Help advisory teams use digital platforms and tools to improve productivity and client service.
• Translate complex concepts into practical, advisor-focused learning experiences.
• Provide coaching and support to build confidence and drive adoption.
• Identify pain points and recommend workflow and tool optimizations.
• Support new initiatives, platform enhancements, and business transformation efforts.
• Contribute ideas to improve learner engagement and content delivery.

Skills

Bilingual English/French

Training delivery

Wealth management experience

Advisor technology ecosystems

CRM/workflow platforms

Change enablement

Presentation & facilitation

Relationship building

Job description

Job Description

Posted Wednesday, July 15, 2026 at 4:00 AM

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.

Position Overview:

As a Wealth Digital Enablement Trainer at Richardson Wealth, you will help deliver modern learning experiences, drive adoption of digital tools and workflows, and support advisors, advisor support teams, and internal partners across the organization.

In this role, you will help advisory teams maximize the value of Richardson Wealth’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.

The primary focus of this role is training delivery, coaching, adoption, and change enablement. The role also supports the definition of curriculum maps, learning paths, and targeted content needs in partnership with the training and curriculum design function.

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 vacancy

Key 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.

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 Richardson Wealth’s advisor technology ecosystem, including advisor-facing platforms, onboarding tools, CRM/workflow systems, digital enablement solutions, and other systems that support practice efficiency and client service.
• 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

• Help define curriculum maps, learning paths, and training priorities based on advisor workflows, adoption needs, and observed performance gaps.
• Contribute subject matter input, scenarios, and field insights to support the development of training materials by the training and curriculum design specialist.
• Create or adapt limited, targeted enablement resources as needed to support immediate training delivery, reinforcement, or adoption activities.
• Provide feedback on content effectiveness to help keep learning resources practical, current, and aligned with evolving business priorities and platform capabilities.

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 working with advisor technology ecosystems, CRM or workflow platforms, onboarding tools, digital enablement solutions, and operational systems within a wealth management environment.
• 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 behavioral 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.
• Travel will be required for in-person engagement with advisor teams and to support cross-training on digital platforms.

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 and 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- $110,000.

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, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

#LI-Hybrid

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.