About Optimize Wealth Management

Optimize Wealth Management provides financial professionals with a suite of technology tools and practice management support designed to help them run stronger, more efficient businesses. We are looking for an outgoing, tech-savvy, and client-focused Training & Practice Management Specialist to support advisors through structured meetings, systems training, and practice management discussions.

The opportunity

We are seeking a Training & Practice Management Specialist to join our team at our Toronto office. In this role, you will lead one-on-one and small group meetings with financial advisors, guiding them through a structured agenda that combines practice management coaching with systems and technology training. You will help advisors better understand and leverage our CRM, advisor portal, and related tools while ensuring meetings remain focused, productive, and aligned with business objectives...