{"id":1633387,"url":"https://alion.io/job/richardsonwealth-wealth-digital-enablement-trainer","title":"Wealth Digital Enablement Trainer","company":{"id":2802502,"name":"Richardson Wealth","domain":"richardsonwealth.com","url":"https://alion.io/company/richardsonwealth","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":null},"role":"HR","role_family":"HR","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":115000,"currency":"CAD","period":"year","gross":null,"usd_annual":80783},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-06-22T04:00:00Z","employer_posted_date":"2026-10-01","last_verified_at":"2026-10-15T11:25:28Z","board_verified":true,"closed_at":null,"days_open":115,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":115},"description":"Purpose of the Role\nAs a Wealth Digital Enablement Trainer at Richardson Wealth, you will help shape and deliver modern learning experiences that support advisors and internal teams across the organization.\nIn this role, 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 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.\nYou 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.\nYou are curious, adaptable, collaborative, and passionate about creating learning experiences that are engaging, practical, and forward-thinking.\n\nThis is an existing posting.\nKey Responsibilities\nDigital Learning & Enablement\nDeliver engaging instructor-led, virtual, and one-on-one training sessions for advisors, assistants, and internal teams.\nEnable advisory teams to use digital platforms, operational tools, and business processes more effectively to improve productivity and client service.\nTranslate complex technical concepts and business processes into practical, advisor-focused learning experiences.\nProvide coaching and support that builds confidence, strengthens capability, and encourages long-term behavioural change and adoption.\nIdentify common advisor and assistant pain points and recommend ways to simplify workflows, optimize tool usage, strengthen training, and enhance the overall advisor experience.\nSupport the implementation of new initiatives, platform enhancements, operational changes, and business transformation efforts.\nContribute ideas and recommendations that improve learner engagement, enablement experiences, and content delivery practices.\n\nAdvisor Workflow & Ecosystem Enablement\nMap and understand end-to-end advisor workflows across client onboarding, portfolio management, servicing, and compliance.\nTrain advisors and teams to navigate and optimize workflows across connected systems such as AX360, Croesus, Client Onboarding, Compass, and iAssist.\nShow how data, activities, and decisions flow across platforms to support efficient practice management.\nIdentify workflow gaps, duplication, and friction points, and recommend improvements that enhance the advisor and assistant experience.\nReinforce best practices that align system usage with business outcomes such as efficiency, scalability, and client experience.\nAdoption & Change Readiness\nDrive awareness, understanding, and adoption of new tools, processes, and capabilities.\nPartner with business stakeholders to understand advisor needs and develop targeted enablement strategies.\nDefine and track key adoption and behaviour metrics to assess impact and identify opportunities for improvement.\nGather feedback from advisors and assistants to identify adoption barriers, inform improvements, and refine support approaches.\nMonitor participation, engagement, and usage trends to evaluate effectiveness and identify areas requiring reinforcement.\nAct as a trusted advisor and subject matter resource for digital enablement initiatives.\nLearning & Content Development\nDevelop 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.\nContribute to onboarding programs, learning pathways, and continuous education initiatives.\nEnsure training content remains current, accurate, and aligned with evolving business priorities and platform capabilities.\nApply adult learning principles to enhance learner engagement and knowledge retention.\nSkills & Experience\nRequired\nAdvanced proficiency in both English and French — speaking, reading, and writing — is required. \nExperience delivering training, coaching, enablement, or advisory support within wealth management, financial services, or investment management environments.\nExperience with platforms such as Croesus, Salesforce CRM.\nStrong understanding of advisor and assistant end-to-end workflows within a wealth management practice.\nDemonstrated ability to train users on digital platforms, operational processes, and business workflows.\nExceptional presentation, facilitation, and communication skills.\nAbility to explain technical concepts in practical business language.\nStrong relationship-building skills with advisors, business partners, and stakeholders.\nProven ability to influence behavioural change and encourage adoption.\nHighly organized with strong planning, prioritization, and problem-solving skills.\nPassionate about applying artificial intelligence to drive efficiency and elevate performance.\nPreferred\nExperience working directly with financial advisors and advisory support teams.\nKnowledge of advisor technology ecosystems, CRM platforms, onboarding tools, client service platforms, and operational workflows.\nExperience supporting digital transformation, technology adoption, or change management initiatives.\nFamiliarity with wealth management operations, investment products, and advisor business practices.\nWho You Are\nAdvisor-Focused: You understand the realities of running and supporting a wealth management practice and bring a practical understanding of advisor and assistant needs.\nBusiness Acumen: You connect training, technology, and operational processes to business goals, client experience, and practice efficiency.\nEnablement-Oriented: You are passionate about helping people work smarter, build confidence, and apply learning in ways that improve performance.\nTrusted Partner: You build credibility with advisors, assistants, and stakeholders through expertise, collaboration.\nClear Communicator: You simplify complexity and make learning practical, relevant, and actionable.\nWorkflow Thinker: You think in end-to-end workflows rather than individual tools and can clearly connect systems, processes, and business outcomes.\nCurious and Innovative: You embrace digital tools and emerging technologies and look for practical ways to improve the advisor experience.\nContinuous Improvement Mindset: You seek feedback, identify opportunities to strengthen adoption, and look for ways to improve enablement effectiveness.\nAdaptable and Collaborative: You thrive in evolving environments and work effectively across teams to support change and deliver results.\n\nThe expected annualized base salary range for this role is $90,000- $115,000. \nThe 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.\nRichardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.","description_format":"text","description_chars":7518,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"French","level":"All levels","optional":false},{"language":"English","level":"All 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