Pooja Wallia Email & Phone Number
Interim Lead, Training Department @ Worldsource Wealth Management
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Pooja Wallia Location
- North Vancouver, BC, CA
Pooja Wallia Work
- Interim Lead, Practice Management @ (July 2025 - November 2025)
- Interim Lead, Training Department @ (June 2025 - Present)
- Vice President, Partnerships @ (January 2022 - Present)
- Director, Partnerships and Business Development @ (July 2019 - Present)
- Account Executive, Group Retirement Services @ (January 2016 - July 2019)
- Communication and Education Manager (dual role), Group Retirement Services @ (January 2016 - December 2017)
- Client Relationship Manager, Group Retirement Services @ (May 2014 - December 2015)
- National Inside Sales Manager, Practice Management, and Learning and Development Specialist @ (March 2009 - October 2011)
- Regional Sales Manager, Western Canada @ (October 2006 - April 2014)
- Supervisor, Advisor Support @ (October 2006 - March 2009)
- Senior Client Relations Officer, Branch Manager and Trainer @ (June 2003 - October 2006)
- Executive Assistant @ (July 2002 - June 2003)
- Mutual Funds Administrator @ (March 2001 - June 2002)
- Client Accounting - BC @ (July 1999 - March 2001)
Pooja Wallia Education
- Dalhousie University
Retirement Plans Associate (RPA) (Financial Planning and Services)
2014-2015 - Simon Fraser University
(Criminology and Political Science)
1996-1999
Pooja Wallia Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Leadership
- Banking
- Financial Planners
- Fixed Annuities
- Pensions
- Fixed Income
- Bonds
- Insurance
- Retirement Planning
- Account Management
- Sales
- Wealth Management Services
- Portfolio Management
- Critical Illness
- Investments
- Relationship Management
- Mortgage Lending
- Team Management
- Finance
- Investment Advisory
- Asset Allocation
- Strategy
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Life Insurance
- Business Planning
- Strategic Financial Planning
- Microsoft Word
- Investment Strategies
- FX Options
- Wealth Accumulation
- Asset Management
- Risk Management
- Microsoft Excel
- Credit
- Marketing
- Certified Financial Planner
- Disability Insurance
- Financial Analysis
- Wealth
- Training Delivery
- Personal Finance
- Project Management
- Credit Analysis
- Coaching
- Trading
- Retirement
- Loans
- Securities
- Investment Management
Pooja Wallia Summary
- Pooja Wallia, based in North Vancouver, BC, CA, is currently a Interim Lead, Training Department at Worldsource Wealth Management. Pooja Wallia brings experience from previous roles at Worldsource Wealth Management and Great-West Life. Pooja Wallia holds a 2014 - 2015 Retirement Plans Associate (RPA) in Financial Planning and Services @ Dalhousie University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Leadership, Banking and more. Pooja Wallia has 2 emails and 1 mobile phone numbers on RocketReach.
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