Pooja Wallia
Interim Lead, Training Department @Worldsource Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Interim Lead, Training Department @Worldsource Wealth Management
As a trusted leader in advisor development, I’m currently serving as the Interim Lead of the Training Department, where I guide strategic initiatives that enhance advisor performance, client engagement, and business growth.With a proven track record in building high-impact training programs, I bridge the gap between strategic vision and practical execution — ensuring that advisors have the tools, insights, and confidence to thrive in an evolving wealth management landscape.My leadership approach blends strategic foresight with hands-on collaboration, fostering a culture of continuous improvement, innovation, and measurable results. Whether it’s designing training frameworks, coaching teams, or aligning practice management strategies with business goals, I’m passionate about empowering professionals to reach new levels of excellence.Specialties:> Practice Management Strategy > Advisor Coaching & Development > Training Program Design & Delivery > Leadership in Times of Change > Client Engagement Excellence
EDUCATION
Simon Fraser University
Criminology and Political Science
Dalhousie University
Retirement Plans Associate (RPA), Financial Planning and Services
ABOUT POOJA WALLIA
I like to say I’m equal parts Type A intensity and Type B fun-loving humour — a blend that allows me to lead with both drive and empathy. Over the past 25+ years in the wealth management industry, I have built a reputation for cultivating strategic partnerships, driving sales growth, and developing high-performing teams across multiple business lines and distribution channels.My approach is simple: collaboration, clarity, and a healthy dose of humour. I believe business development works best when it starts with people — aligning goals, building trust, and keeping the end-client experience at the heart of every decision.Throughout my career, I have helped organizations:> Boost assets and revenue growth > Transform leads into long-term client relationships > Enter new markets with innovative platform solutions > Enhance advisor success through training, practice management, and strategic leadership > Lead, mentor, and inspire diverse teams to achieve and exceed ambitious goalsWhat motivates me most is seeing stakeholders achieve meaningful, sustainable success.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.