Jonathan Dietrich

Head of Advisor Experience @IDC Worldsource Insurance Network Inc.

Waterloo, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2025 — Present

Head of Advisor Experience @IDC Worldsource Insurance Network Inc.

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CA

EDUCATION

2006 — 2010

Lazaridis School of Business & Economics at Wilfrid Laurier University

Honours Bachelor of Business Administration (BBA)

SKILLS

Real EstateFinancial PlanningMarketing StrategyStrategic Financial PlanningLeadershipIssue ResolutionStrategyMarketingPublic SpeakingPortfolio ManagementMicrosoft ExcelCustomer ServiceInsuranceSalesAnalytical SkillsLife InsuranceSales StrategyDatabase MarketingBusiness DevelopmentBusiness AnalysisAnalysisInvestmentsLinkedinAnalyticsRelationship ManagementTeam LeadershipSales OperationsBusiness Process ImprovementProject ManagementSocial MediaFinanceBusiness PlanningSalesforce.com

ABOUT JONATHAN DIETRICH

I’m a curious, people-first leader with a passion for helping advisors thrive. I’ve built my career in insurance distribution by focusing on what drives real results: strong relationships, clear strategy, and consistent execution. I care about creating better experiences for advisors and the teams that support them. That means removing friction, using data to uncover opportunities, and always keeping the human side of the business front and center. I bring energy, focus, and structure to everything I take on. I do my best work in fast-moving environments where the path isn’t always clear and we’re encouraged to think differently. Outside of work, I’m all about family, health, and personal growth. Whether I’m reading something that challenges my thinking, staying active, or cheering on my kids from the sidelines, I try to live with purpose and be fully present.

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Jonathan Dietrich — Head of Advisor Experience at IDC Worldsource Insurance Network Inc. in Waterloo, ON, CA | Unifers