Worldsource Wealth Management

Q: What is Worldsource Wealth Management's company size?

Worldsource wealth management has 201 - 500 people working.

Financial Services

Specialities :

Financial advisory

Advisors

Mutual funds

Investments

Financial planning

Revenue

11M - 100M

Total Funding

Size

201 - 500

About Us

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 Canadas largest life insurance managing general agencies. You can follow IDC ...

Contact Information

Markham , Ontario , Canada

worldsourcewealth.com

Worldsource Wealth Management Org Chart

Worldsource Wealth Management

(Financial Services)

201 - 500

Doce Tomic

Chairman and Ceo

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Paul Davenport

Interim Chief Technology Officer

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Employees

Total Employees:
158

Top Contacts:
12

C-Level 0	VP - Level2
Director1	Manager9
Others148

Employees Working At Worldsource Wealth Management

Joshua Bush

Interim Chief Financial Officer

Paul Davenport

Interim Chief Technology Officer

Natasa Morfesis

Vice President Dealer Compliance

Paul Stewart

Director Enterprise Project Management Office

Dina CIM

Senior Director Compliance

Worldsource Wealth Management Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Account Payable	Markham, Ontario, Canada	media, Scrum, compliance, scheduling, analytics, troubleshooting, html, accreditation, communication, integrity, assessment, accessibility, share, scope, staffing, payroll, collaboration, payment, cad, iq, database, hoc, financial, Agile, e, forecasting, risk, data management, security, continuous improvement, operations
Animation	Markham, Ontario, Canada	media, Scrum, compliance, scheduling, analytics, troubleshooting, html, accreditation, communication, integrity, assessment, accessibility, share, scope, staffing, payroll, collaboration, payment, cad, iq, database, hoc, financial, Agile, e, forecasting, risk, data management, security, continuous improvement, operations
Application Development	Markham, Ontario, Canada	customer service, media, quality assurance, css3, Scrum, compliance, audit, scheduling, analytics, data analysis, troubleshooting, automated testing, network hardware, html, system testing, accreditation, workflow, communication, integrity, assessment, accessibility, bi, acceptance testing, privacy, mainframe, share, interoperability, data collection, change control, change management, scope, staffing, microsoft windows, payroll, windows, collaboration, payment, web development, cad, performance testing, o365, javascript, iq, java, database, hoc, basic, financial, Agile, e, testing, sql, usability, jquery, forecasting, risk, data management, security, continuous improvement, html5, operations, server
Automation Testing	Markham, Ontario, Canada	customer service, quality assurance, compliance, audit, scheduling, analytics, data analysis, network hardware, automated testing, system testing, workflow, communication, integrity, accessibility, bi, acceptance testing, privacy, mainframe, interoperability, data collection, change control, change management, scope, performance testing, java, hoc, database, financial, Agile, testing, sql, risk, continuous improvement, operations, server
BI	Markham, Ontario, Canada	customer service, media, quality assurance, Scrum, compliance, audit, scheduling, analytics, data analysis, troubleshooting, automated testing, network hardware, fax, html, system testing, accreditation, workflow, communication, integrity, assessment, accessibility, bi, imaging, acceptance testing, privacy, mainframe, share, interoperability, data collection, change control, change management, scope, staffing, payroll, collaboration, payment, cad, performance testing, iq, java, database, hoc, financial, Agile, e, testing, sql, forecasting, risk, data management, security, continuous improvement, operations, server

Trigger

Tech Stack Used By Worldsource Wealth Management

A quick view of products employed by Worldsource Wealth Management

Aws

Atlassian jira

Marketo

Access

Director

List of technologies used by Worldsource Wealth Management

Agile

Release management

Scrum

Acceptance testing

Accessibility

Languages Used By Worldsource Wealth Management

E Hoc Html Java Sql

OS Used By Worldsource Wealth Management

Demos Integrity Scope Share

Jobs at Worldsource Wealth Management

Hiring 2024-04-04 19:39:55

Vice President, Business Development, Eastern Canada

Markham, Ontario, Canada

JOB STATEMENT:Amidst our continued growth at Worldsource, we are looking for a Vice President, Bu...

Hiring 2024-04-03 17:15:50

Platform Coordinator

Markham, Ontario, Canada

JOB STATEMENT:WWM is seeking a Platform Coordinator to oversee digital platform administration, i...

Hiring 2024-04-17 20:43:23

Vice President, Managed Programs

Markham, Ontario, Canada

JOB STATEMENT:Our accelerated growth at Worldsource continues, as does the evolution of our sophi...

Hiring 2024-04-17 20:03:30

Senior Accountant

Markham, Ontario, Canada

JOB STATEMENT:Reporting to the IDC WIN Controller, the incumbent will assume the national respons...

Hiring 2024-02-28 20:32:12

Relationship Manager

Markham, Ontario, Canada

JOB STATEMENT:Reporting to the Director, Partnerships and Transition, and working in a fast- pace...

Hiring 2024-02-28 23:02:26

Investment Services Analyst (12 Month Contract)

Markham, Ontario, Canada

JOB STATEMENT:The Investment Services Analyst will be a key contributor to the Partnerships and B...

Hiring 2024-02-28 23:11:52

Events Manager (Bilingual)

Markham, Ontario, Canada

JOB STATEMENT:Connecting through purpose. The marketing department is responsible for the design ...

Hiring 2024-02-29 01:55:58

Compliance Officer

Markham, Ontario, Canada

JOB STATEMENT:The Compliance Officer is a key member of the Compliance Department with Worldsourc...

Frequently Asked Questions About Worldsource Wealth Management

What does Worldsource wealth management do?+

What are Worldsource wealth management's specialties? +

Financial advisory,advisors,mutual funds,investments,financial planning,wealth management,advice,and financial advisors

What is Worldsource wealth management's industry? +

Worldsource wealth management operates in the Financial services industry.

What is Worldsource wealth management's revenue? +

Worldsource wealth management's revenue is 11m - 100m

What is Worldsource wealth management's company size? +

Worldsource wealth management has 201 - 500 employees.

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