
Worldsource Wealth Management Jobs in Canada
21 jobs at Worldsource Wealth Management in Canada
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Solutions Architect
1 week ago
Worldsource Wealth Management MarkhamSolution Integration Architect with deep expertise in cloud integration, software vendor platforms, and data fabric technologies. You will lead the design and implementation of scalable, secure, and high‑performing integration solutions across Azure, AWS, and Microsoft Fabric, en ...
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Portfolio Manager, Managed Programs
19 hours ago
Worldsource Wealth Management Montreal (administrative region)We are seeking a Registered Portfolio Manager to join our dynamic, fast-growing independent wealth management firm in Canada. In this role, you will help design, build, and manage multi‑asset portfolios that support retail advisors and their clients nationwide. · The ideal candid ...
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Accounts Payable Coordinator
19 hours ago
Worldsource Wealth Management Markham*Maternity Leave Replacement until August 2026* · JOB STATEMENT · The Accounts Payable Coordinator is responsible for processing all payables for Worldsource Wealth Management and its subsidiaries. The role of Accounts Payable Coordinator will involve providing financial, adminis ...
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Compliance Officer
1 month ago
Worldsource Wealth Management Markham, OntarioThe Compliance Officer is a key member of the Compliance Department within Worldsource Wealth Management Inc., having responsibilities for the surveillance of account activities. · ...
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Senior New Accounts Administrator
1 month ago
Worldsource Wealth Management Markham, OntarioThe Senior New Accounts Administrator is responsible for all processes and procedures related to the operation of new accounts. · ...
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Bilingual Investment Services Analyst
3 hours ago
Worldsource Wealth Management Montreal, QuebecL'analyste des services de placement bilingue sera un collaborateur clé de l'équipe Solutions de placement et contribuera à la croissance des courtiers Worldsource en utilisant des données, analyses et recherches afin d?aider les gestionnaires patrimoniaux à comprendre les tendan ...
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Practice Management Associate
19 hours ago
Worldsource Wealth Management TorontoJOB STATEMENT · The Practice Management Associate will use their specialized skill sets to support the VP, Practice Management in organizing and communicating business growth programs. At the VP's direction, this proactive and self-managed individual will work internally with the ...
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Portfolio Manager, Managed Programs
6 days ago
Worldsource Wealth Management MontrealWe are seeking a Registered Portfolio Manager to join our dynamic, fast-growing independent wealth management firm in Canada. In this role, you will help design, build, and manage multi‑asset portfolios that support retail advisors and their clients nationwide. · The ideal candid ...
- Worldsource Wealth Management Montreal (administrative region)
A leading independent wealth management firm in Canada is seeking a Registered Portfolio Manager to design and manage multi-asset portfolios. The ideal candidate is bilingual in French and English and has over 5 years of experience in investment strategies. Responsibilities inclu ...
- Worldsource Wealth Management Montreal
A leading independent wealth management firm in Canada is seeking a Registered Portfolio Manager to design and manage multi-asset portfolios. The ideal candidate is bilingual in French and English and has over 5 years of experience in investment strategies. Responsibilities inclu ...
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AP Coordinator – Maternity Leave Coverage (Aug 2026)
19 hours ago
Worldsource Wealth Management MarkhamA financial services company is seeking an Accounts Payable Coordinator for a maternity leave replacement until August 2026. The role includes processing vendor payments and expense reimbursements, requiring 2-5 years of experience in accounts payable. Proficiency in Microsoft Of ...
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Portfolio Manager, Managed Programs
1 month ago
Worldsource Wealth Management Montreal, Quebec+ Conception, construction et gestion de portefeuilles multi-actifs pour soutenir les conseillers en vente au détail et leurs clients à l'échelle nationale. · + Design, build and manage multi-asset portfolios that support retail advisors and their clients nationwide. ...
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Solutions Architect
1 month ago
Worldsource Wealth Management Markham, OntarioSolution Integration Architect with deep expertise in cloud integration software vendor platforms and data fabric technologies leading the design and implementation of scalable secure high-performing integration solutions across Azure AWS and Microsoft Fabric enabling seamless in ...
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Portfolio Manager, Managed Programs
1 month ago
Worldsource Wealth Management MontrealNous recherchons un gestionnaire · de portefeuille enregistré · Construire et gérer des solutions · de portefeuille multi-actifs pour le courtier · et les partenaires corporatifs affiliés; · ...
- Worldsource Wealth Management Markham
A financial services firm in York Region is seeking a Solution Integration Architect. This role involves designing and implementing integration solutions using Azure and AWS, ensuring alignment with architecture standards. The ideal candidate has extensive experience in cloud int ...
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Bilingual Investment Services Analyst
1 month ago
Worldsource Wealth Management Montreal, QuebecThe Bilingual Investment Services Analyst will contribute to the growth of the Worldsource Dealers by using data analytics and research. · Conducting Product Due Diligence. · ...
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Practice Growth
19 hours ago
Worldsource Wealth Management TorontoA leading wealth management firm in Toronto is seeking a Practice Management Associate to enhance business growth programs and client service experience. The successful candidate will assist in tool development, analyze program success metrics, lead initiatives, and train colleag ...
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Bilingual Investment Services Analyst
13 hours ago
Worldsource Wealth Management MontrealL'analyste des services de placement (bilingue) sera un collaborateur clé de l'équipe Solutions de placement et contribuera · vérifier diligente des produits (y compris l’émission de nouveaux titres)soutenir la création et la maintenance d’une gamme robuste de produits comprenan ...
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Practice Management Associate
3 weeks ago
Worldsource Wealth Management VancouverThe Practice Management Associate will use their specialized skill sets to support the VP, Practice Management in organizing and communicating business growth programs. · ...
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Bilingual Investment Services Analyst
1 month ago
Worldsource Wealth Management MontrealThe Bilingual Investment Services Analyst will be a key contributor to the Investment Solutions team and will contribute to the growth of the Worldsource Dealers by using data analytics research. · Conducting Product Due Diligence analysis · Supporting creation maintenance produc ...