Elevate advisor performance as a Digital Training Specialist with Richardson Wealth. Help teams maximize their use of digital tools while enhancing client service and operational efficiency.
As a Wealth Digital Enablement Trainer at Richardson Wealth, you will engage with advisors, their support teams, and internal partners to deliver impactful learning experiences. This position emphasizes delivering training on digital platforms, coaching users through change, and identifying barriers to adoption. Your expertise will drive productivity enhancements across various workflows and technology implementations.
Key Responsibilities:
• Conduct engaging training sessions online and in-person
• Enable advisory teams to better utilize digital platforms
• Translate complex tech into easy-to-implement learning
• Provide coaching for long-term behavioral changes
• Identify and simplify common pain points in workflows
Requirements:
• Fluency in English and French
• Exp...