Pooja Wallia Email & Phone Number
Vice President, Partnerships @ Worldsource Wealth Management
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Pooja Wallia Location
- North Vancouver, BC, CA
Pooja Wallia Work
- 2022 -now Vice President, Partnerships @
- 2025 -now Interim Lead, Training Department @
- 2019 -now Director, Partnerships and Business Development @
- 2025 -2025 Interim Lead, Practice Management @
- 2016 -2019 Account Executive, Group Retirement Services @
- 2016 -2017 Communication and Education Manager (dual role), Group Retirement Services @
- 2014 -2015 Client Relationship Manager, Group Retirement Services @
- 2006 -2014 Regional Sales Manager, Western Canada @
- 2009 -2011 National Inside Sales Manager, Practice Management, and Learning and Development Specialist @
- 2006 -2009 Supervisor, Advisor Support @
- 2003 -2006 Senior Client Relations Officer, Branch Manager and Trainer @
- 2002 -2003 Executive Assistant @
- 2001 -2002 Mutual Funds Administrator @
- 1999 -2001 Client Accounting - BC @
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 Vice President, Partnerships 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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