Worldsource Wealth Management

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

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.

Markham, Canada

On site

Junior

17-11-2025

Company Name

Worldsource Wealth Management

Job Title

Compliance Officer

Job Description

**Job Title:** Compliance Officer **Role Summary:** Monitors client accounts to ensure compliance with firm and industry regulations, identifies non‑compliant activities, and escalates client, business, regulatory, and reputational risks. **Expectations:** - Operate under pressure and meet strict deadlines. - Maintain high accuracy and attention to detail. - Use independent judgment and initiative in task execution. - Collaborate effectively with advisors, supervisors, and branch staff. **Key Responsibilities:** - Communicate with Advisors and Supervisors to resolve non‑compliant trading practices. - Respond to inquiries from branches and head office staff. - Uphold internal compliance policies and applicable regulatory requirements. - Conduct second‑tier reviews of approved person activities and ensure suitability of investments. - Identify unsuitable trades; promptly report infractions to Supervisors and Advisors. - Review and approve leveraged investment accounts in line with firm and industry policy. - Perform additional duties as assigned by compliance leadership. **Required Skills:** - In-depth knowledge of securities regulations, CIRO, ICPM, and related regulatory obligations. - Experience in compliance roles within CIRO, ICPM, or fund companies. - Strong analytical and problem‑solving abilities; ability to interpret complex compliance concepts and simplify communications. - Business acumen with the capacity to make strategic decisions in uncertain environments. - Excellent oral and written communication, including concise reporting. - Advanced organizational and time‑management skills. - Proficiency in Microsoft Office (Word, Excel, PowerPoint). - (Asset) French language proficiency. - (Asset) Options trading supervision and managed account supervision experience. - (Asset) Familiarity with Dataphile, Portfolio Aid, MAKO platforms. **Required Education & Certifications:** - Completion of relevant securities‑related courses. - Fulfillment of supervisory proficiency requirements.

Markham, Canada

Hybrid

24-12-2025