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Pooja Wallia is listed as VP @ Worldsource Wealth | Driving Growth through Strategic Partnerships, Empathetic Leadership, Innovative Solutions, and Service Excellence at Worldsource Wealth Management, a company with 219 employees, based in North Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Pooja Wallia.
Pooja Wallia previously worked as Vice President, Partnerships at Worldsource Wealth Management and Director, Partnerships and Business Development at Worldsource Wealth Management. Pooja Wallia holds Criminology And Political Science from Simon Fraser University.
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Combining three parts of Type A intensity with two parts of Type B fun-loving humor, I am an empathetic leader who excels at cultivating strategic partnerships. Experienced in various business lines and distribution channels, I am passionate about exceeding results in a target-driven environment. With a broad background in leadership, sales, strategy, and business development, I use collaboration, humor, and well-defined goals to contribute substantially to the growth of my team and company. I lead with the end client experience in mind and am motivated by the stakeholders' success. With over 25 years of experience in the wealth management industry, I have a proven track record of driving sales, increasing assets, converting leads to clients, and leading successful teams. I am passionate about helping our partners enter new markets and providing platform solutions for their business needs.
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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.
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.
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..
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:.
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.
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.
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.
Other employees you can reach at worldsourcefinancial.com. View company contacts for 219 employees →
Eva Kwok
Colleague at Worldsource Wealth Management
Markham, Ontario, Canada, Canada
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Indranee Beharry
Colleague at Worldsource Wealth Management
Toronto, Ontario, Canada, Canada
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KM
Kayon Mcdonald
Colleague at Worldsource Wealth Management
North York, Ontario, Canada, Canada
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IB
Indranee Beharry
Colleague at Worldsource Wealth Management
Scarborough, Ontario, Canada, Canada
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SL
Spencer Lenz
Colleague at Worldsource Wealth Management
White Rock, British Columbia, Canada, Canada
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Samantha Gagliardi
Colleague at Worldsource Wealth Management
Toronto, Ontario, Canada, Canada
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Shashank Narendran
Colleague at Worldsource Wealth Management
Mississauga, Ontario, Canada, Canada
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JM
Jennifer Moss
Colleague at Worldsource Wealth Management
Markham, Ontario, Canada, Canada
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JP
Jonathan Parpatt, Cfp®
Colleague at Worldsource Wealth Management
Chilliwack, British Columbia, Canada, Canada
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MP
Michelle Perrin
Colleague at Worldsource Wealth Management
Brooklyn, New York, United States, United States
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The Retirement Plans Associate (RPA) designation is a credential for those who work with pension plans or government sponsored plans, or.
Quick answers generated from the profile data available on this page.
Pooja Wallia works for Worldsource Wealth Management.
Pooja Wallia is listed as VP @ Worldsource Wealth | Driving Growth through Strategic Partnerships, Empathetic Leadership, Innovative Solutions, and Service Excellence at Worldsource Wealth Management.
Pooja Wallia is based in North Vancouver, British Columbia, Canada while working with Worldsource Wealth Management.
Pooja Wallia has worked for Worldsource Wealth Management, Great-West Life, Qtrade Financial Group, Credential, and Investors Group Financial Services Inc..
Pooja Wallia's colleagues at Worldsource Wealth Management include Eva Kwok, Indranee Beharry, Kayon Mcdonald, Indranee Beharry, and Spencer Lenz.
You can use AeroLeads to view verified contact signals for Pooja Wallia at Worldsource Wealth Management, including work email, phone, and LinkedIn data when available.
Pooja Wallia holds Criminology And Political Science from Simon Fraser University.
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