Join Richardson Wealth as a Wealth Management Digital Trainer to empower advisors in leveraging digital solutions effectively. Your training will enhance productivity and client service.
In your role as a Wealth Digital Enablement Trainer, you will collaborate with various teams to deliver targeted and engaging training experiences. Your focus will be on understanding advisor workflows, translating technology into actionable training, and driving change adoption within the organization. Utilize your skills to bridge the gap between digital tools and effective practice management.
Key Responsibilities:
• Provide impactful instructor-led and online training sessions
• Help advisory teams utilize operational tools effectively
• Simplify intricate business processes into usable training
• Drive long-term behavioral change through coaching
• Highlight and resolve common advisor pain points
Requirements:
• Bilingual in English and French
• Experience in financia...