Salesforce Trainer

Richardson Wealth Ltd•Toronto, ON

4d•Hybrid

About The Position

We are seeking a Salesforce Trainer to design, deliver, and continuously improve training programs that support users across our investment advisory and corporate teams. This role is critical to ensuring strong Salesforce adoption, consistent system usage, and effective alignment with business processes and regulatory practices. This is not a Salesforce administrator or configuration role. The focus is on end-user enablement, translating Salesforce functionality and workflows into clear, role-based training that supports day-to-day work for front-office and back-office users. Hands-on experience delivering Salesforce end-user training in a complex, regulated environment is essential for success in this role. This is an existing vacancy.

Requirements

5+ years of experience in corporate training, learning & development, or enablement
Experience delivering training within financial services, investment management, wealth management, or brokerage environments
Strong facilitation skills with the ability to engage both technical and non-technical audiences
Proven ability to translate complex processes into practical, user-friendly training
Excellent communication, presentation, and stakeholder management skills
Experience training end users on Salesforce or similar CRM/workflow platforms
Ability to explain Salesforce functionality, workflows, and data concepts in plain language
Familiarity with Salesforce-supported sales, service, or advisory processes
Experience supporting Salesforce implementations, enhancements, or major releases
Familiarity with CRM-driven sales, service, or advisory processes
Post-secondary education (Bachelor’s degree)

Nice To Haves

Experience supporting system implementations, enhancements, or major releases is a strong asset

Responsibilities

Design and deliver engaging Salesforce-focused instructor-led, virtual, and self-paced training programs for front-office and back-office teams
Translate complex business processes, Salesforce workflows, and regulatory concepts into clear, role-based training materials
Facilitate onboarding and ongoing enablement for advisory teams and corporate staff
Lead end-user Salesforce training for enterprise platforms (e.g. CRM, workflow, case management, reporting tools)
Partner with Technology, Product, and Change teams to support Salesforce implementations, enhancements, and process changes
Develop Salesforce user guides, quick reference materials, job aids, and recorded tutorials
Work closely with business leaders, SMEs, and project teams to identify training needs and readiness gaps
Tailor training approaches to different audiences (e.g. advisors, assistants/associates, managers, operations, compliance)
Collect feedback and continuously improve training effectiveness and adoption
Track Salesforce training attendance, completion, and effectiveness
Identify adoption risks and recommend targeted refresher or remediation training
Support change management efforts by reinforcing Salesforce-driven behaviors and system adoption