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Salesforce Trainer for Wealth Management

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Richardson Wealth Ltd
πŸ“ toronto, Canada
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Location toronto
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Posted June 05, 2026
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Commute Local Area
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Job Description

Become a key player at Richardson Wealth as a Salesforce Trainer, developing training solutions that enhance system adoption and user proficiency.

This role focuses on end-user training for both front-office and back-office personnel, translating technical Salesforce concepts into practical knowledge. Your expertise in corporate training and familiarity with financial services will play a vital role in fostering a culture of continuous improvement and user engagement.

Key Responsibilities:
β€’ Design and implement comprehensive Salesforce training programs
β€’ Facilitate role-based training for various user levels
β€’ Lead end-user enablement and process integration
β€’ Create training materials and instructional content
β€’ Monitor training metrics to recommend improvements

Requirements:
β€’ 5+ years of experience in corporate training environments
β€’ Strong background in financial services or wealth management
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πŸ“ Location Details

πŸŒ†
City
toronto
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Country
Canada
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Commute
Local Area

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