Worldsource Wealth Management

www.worldsourcewealth.com

2 Jobs

348 Employees

About the Company

Worldsource Wealth Management (WWM) is a fully integrated wealth management company focused on building financial prosperity, and a wholly-owned subsidiary of Desjardins Group. It is comprised of: Worldsource Financial Management Inc. (WFM), an independent mutual fund dealer regulated by the Mutual Funds Dealer Association of Canada (MFDA). Over 700 mutual fund advisors across Canada have partnered with WFM, serving the financial planning needs of over 150,000 Canadian investor clients. Worldsource Securities Inc. (WSI), a full-service investment dealer and a Member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund). WSI has served Canadian investors for over 15 years through partnerships with a network of seasoned industry professionals focused on providing exemplary financial advice. IDC Worldsource Insurance Network Inc. (IDC WIN), one of Canada's largest life insurance managing general agencies. You can follow IDC WIN's LinkedIn page for more information. Social Media Legal Information and Disclaimer: Please read Worldsource Wealth Management's full Social Media Legal Disclaimer (https://www.worldsourcewealth.com/social-media).

Listed Jobs

Company Name: Worldsource Wealth Management
Job Title: Business Systems Analyst
Job Description: Job Title: Business Systems Analyst Role Summary: Translate business requirements into technical specifications for system design and implementation. Focus on data analysis, business process optimization, and delivery of IT solutions aligned with organizational goals. Expactations: 10+ years in program/project delivery within investment industry (front/middle/back-office systems). Direct experience in requirements engineering, system specifications, and data governance. Key Responsibilities: - Partner with stakeholders to define business processes, use cases, and technical requirements. - Analyze data using SQL, build dashboards, and validate system performance metrics (API, SLA). - Lead projects: API integrations, data migrations, system upgrades. - Coordinate cross-functional teams for project delivery, risk management, and quality assurance. - Collaborate with QA and development teams to ensure test coverage and compliance. Required Skills: - Advanced SQL: querying, optimization, stored procedures. - Requirements gathering, process modeling, and stakeholder management. - Agile/Waterfall project methodologies. - Data analytics tools (Power BI, Tableau) and ETL/ELT pipelines. - Data governance, forecasting, predictive modeling, and system performance tuning. - Technical understanding of cloud/SaaS protocols and data visualization. Required Education & Certifications: College/university degree in business administration, computer science, financial services, or information systems.

Company Name: Worldsource Wealth Management
Job Title: Administrative Assistant
Job Description: **Job Title:** Administrative Assistant **Role Summary:** Provide high‑level administrative support to senior executives, managing complex calendars, coordinating travel, logistics, and communications, while maintaining strict confidentiality and professional standards. **Expectations:** * Demonstrate proactive organization and multitasking in a fast‑paced environment. * Maintain professional demeanor, adapt to changing priorities, and deliver precise documentation. * Uphold confidentiality and ethical standards in handling sensitive information. **Key Responsibilities:** 1. Manage senior executives’ calendars, schedule meetings, and coordinate travel itineraries. 2. Plan and coordinate logistics for meetings, conferences, and special events (virtual and in‑person). 3. Process expenses, reimbursements, and invoices; track budgets and financial documents. 4. Handle correspondence and communications on executives’ behalf, drafting and editing emails, reports, and presentations. 5. Maintain organized digital filing systems, ensuring secure access to confidential documents. 6. Record meeting minutes, distribute action items, and follow up to ensure completion. 7. Assist cross‑functional teams and departments with administrative tasks as required. **Required Skills:** * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). * Strong organizational, time‑management, and multitasking abilities. * Excellent written and verbal communication skills. * Professional demeanor with discretion and confidentiality. * Adaptable, reliable, and eager to learn. **Required Education & Certifications:** * Post‑secondary degree preferred. * Minimum 2 years of experience supporting senior executives or in a high‑level administrative role.