Pooja Wallia Email & Phone Number

Worldsource Wealth Management is an MFDA & IIROC dealership and MGA that provides an innovative and comprehensive ecosystem to help investment advisors and corporations focus on expanding their wealth management business. As a Partnerships and Business Development Team leader, I am responsible for securing existing and new corporate relationships while creating an elevated experience for internal and external stakeholders, enhancing strategy for sustained growth, and attracting new clients.My goal is to drives sales and increase assets by growing solid, long-term relationships and helping our partners break into new markets. I have a holistic approach to relationship management as well as a strong, competitive drive to uncover and influence sales opportunities. I am always open to sharing my ideas, knowledge, and time to support the partners and team that I work with.

Vancouver, British Columbia, Canada

Vancouver, Canada Area

Great-West Life (now Canada Life) is a leading benefits providers in Canada, with a predominant goal to focus on improving the financial, physical and mental well-being of Canadians. As a member of the Sales Team I was responsible for driving new growth as well as the business development of the advisors in our distribution channel within BC.

Vancouver, British Columbia, Canada

In addition to the above, I was responsible for the strategic implementation and facilitation of the Communication and Education strategy for our clients in BC. I developed and executed a communication strategy which consistently saw increased participation within the training sessions, leading to higher revenue streams. This promoted work with advisors to facilitate customized solutions for high net worth clients.

Vancouver, Canada Area

Expanded a defined block of clients, ranging from small to “Gold”, while promoting new business with existing clients. This was accomplished by meeting with key executives and stakeholders to re-engage our clients, leading to: a greater retention of assets, rescuing “at risk” accounts through rejuvenated and tactical service, and to generating profit. Meeting with key executives and stakeholders of our clients to forge a strong foundation, retain assets and generate profit; Maintaining regular contact with advisors to cultivate relationships and uncover opportunities;  Maintaining activity and an annual service plan within the assigned territory; Rescuing at risk accounts through rejuvenated and tactical service;  Implementing strategies to ensure achievement of profitability goals and a high level of client satisfaction; and Developing case specific plans to sell new products to clients and attract external funds to their plans.

As a member of one of the fastest growing wealth management firms and fund companies in Canada, I have successfully contributed in the growth of our company. Through building and maintaining effective relationships for four of the different subsidiaries of Qtrade, including our fund company OceanRock Investments, I have played an essential part by: Developing new sales relationships across the country for our fund and online brokerage company; Maintaining daily contact with advisors to cultivate relationships and maximize performance; Liaising with our current partners and supporting our wealth management strategies;  Provide independent advisors with economic updates as provided by our PM’s, sales training and practice management support; Creating and implementing marketing campaigns; and Developed and implemented strategies to ensure achievement of profitability goals and a high level of client satisfaction.

Vancouver, Canada Area

As the National Inside Sales Manager I fostered relationships to further our sales initiatives with our dealer partners through strategic initiatives. As the Learning and Development Specialist, I received many accolades for my work and was able to: Develop a successful training program for our partners; Launch our strategic partnership for our wealth management business; Create and deliver many coaching sessions on investment vehicles, practice management techniques, systems and product updates; and Travel nationally to present to large groups.

Vancouver, Canada Area

I established our Advisor Support division, supporting all dealer partners nationally on both MFDA and IIROC platforms. I was responsible for: The hiring of a team and creation of a brand new department for the dealership; Creating the systems and processes that would lead to a multi-divisional advisor support team; Coaching and mentoring a team of individuals to exceed their professional goals; Establishing relationship with new and existing partners; Being the first point of contact for our wealth management business; Transitioning new partners to Qtrade Financial Group; Problem resolution; Liaising between departments; and Spotting opportunities for our other business lines.While in this role, I was able to recruit, train and set up a functioning department within two months. This included building our departmental procedures, an intranet site, reporting and an on-going coaching program. I was also responsible for building many of the operational procedures that are currently in place on our dealer platform today.

Vancouver, Canada Area

With more than 25 years of experience as a national financial services firm, Credential is the leading provider of wealth management services to over 200 credit union partners across Canada. During my time in Client Relations, I undertook multiple responsibilities, including: Management of the call centre and service levels by monitoring all queues, approximately 30 client relations employees and personal call quality; Coaching of the team to identify opportunities within the company to increase the sales of our proprietary fund to internal and external dealers; Implementation of a program to train new employees efficiently on products, company systems, policies and procedures; Training of new advisors within the credit union system on tools, systems and wealth management techniques; Ongoing mentoring of all team members; Improvement of service quality standards; Mediation between Client Relations and Operations team to ensure efficient problem resolution; and Conductor of credit union audits.

Criminology And Political Science

Retirement Plans Associate (Rpa), Financial Planning And Services

The Retirement Plans Associate (RPA) designation is a credential for those who work with pension plans or government sponsored plans.