JOB STATEMENT : The successful candidate will be an essential member of the Workplace Solutions Team and will be responsible for managing workflow processes in a fast-paced sales and service environment. This individual will need to work in concert with others on the team, in the delivery of our “Humanizing Benefits” approach in support of the business development team, our advisors and their customers, while looking after their own specific area of responsibility. This dynamic position requires a self-starting, adaptive, versatile person with effective communication skills who is interested in pushing beyond their accustomed comfort zone as we work to navigate and deliver a complex array of traditional, innovative and disruptive plans and programs. This job requires full French/English written and verbal bilingual capability. ESSENTIAL FUNCTIONS : Adopting a clear understanding of our Humanizing Benefits story; Delivering gratifying Humanizing Benefits experiences while interacting with stakeholders; Adopting a firm understanding of how IDC WIN Workplace Solutions works, our business models, and our differentiators; Assess and process Health Spending Account (HSA) and Wellness Spending Account (WSA) claims in alignment with established policies and procedures. Verify and interpret supporting documentation to confirm claim validity and compliance with benefit plan terms. Determine eligibility by applying defined criteria to ensure fair, accurate, and timely reimbursement decisions. Uphold compliance with internal policies, external regulations, and industry standards in every decision made. Deliver clear communication to claimants regarding claim results, next steps, and any required documentation. Stay informed and proactive through regular training on changes in guidelines, systems, and industry practices. Promote integrity in the claims process by making unbiased objective decisions based on rules and information available. Communicate with claimants by leading with empathy and contextual understanding. QUALIFICATIONS : Post-secondary education Minimum 2 years’ experience working with advisors and group insurance clients – sales, renewal processes and customer service Ability to work effectively and efficiently in a team environment Excellent oral and written communication skills Detail-oriented with a high degree of accuracy Ability to multitask and process in a timely manner to meet deadlines Organized with the ability to prioritize workload Strong problem-solving abilities COMPENSATION : Commensurate with experience If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com. Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
JOB STATEMENT:The successful candidate will be an essential member of the Workplace Solutions Team and will be responsible for managing workflow processes in a fast-paced sales and service environment. This individual will need to work in concert with others on the team, in the delivery of our “Humanizing Benefits” approach in support of the business development team, our advisors and their customers, while looking after their own specific area of responsibility. This dynamic position requires a self-starting, adaptive, versatile person with effective communication skills who is interested in pushing beyond their accustomed comfort zone as we work to navigate and deliver a complex array of traditional, innovative and disruptive plans and programs. This job requires full French/English written and verbal bilingual capability. ESSENTIAL FUNCTIONS:Adopting a clear understanding of our Humanizing Benefits story;Delivering gratifying Humanizing Benefits experiences while interacting with stakeholders;Adopting a firm understanding of how IDC WIN Workplace Solutions works, our business models, and our differentiators;Assess and process Health Spending Account (HSA) and Wellness Spending Account (WSA) claims in alignment with established policies and procedures.Verify and interpret supporting documentation to confirm claim validity and compliance with benefit plan terms.Determine eligibility by applying defined criteria to ensure fair, accurate, and timely reimbursement decisions.Uphold compliance with internal policies, external regulations, and industry standards in every decision made.Deliver clear communication to claimants regarding claim results, next steps, and any required documentation.Stay informed and proactive through regular training on changes in guidelines, systems, and industry practices.Promote integrity in the claims process by making unbiased objective decisions based on rules and information available.Communicate with claimants by leading with empathy and contextual understanding.QUALIFICATIONS:Post-secondary educationMinimum 2 years’ experience working with advisors and group insurance clients – sales, renewal processes and customer serviceAbility to work effectively and efficiently in a team environmentExcellent oral and written communication skillsDetail-oriented with a high degree of accuracyAbility to multitask and process in a timely manner to meet deadlinesOrganized with the ability to prioritize workloadStrong problem-solving abilitiesCOMPENSATION:Commensurate with experienceIf you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com. Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
JOB STATEMENT:Reporting to the Manager, Investment Administration and working in a fast-paced environment, the Investment Administrator will be responsible for placing segregated fund trades and other basic administrative requirements within the Investment Administration area. This highly motivated and energetic candidate must have a keen eye for detail and a penchant for accuracy. The candidate will be responsible for analyzing, researching and taking the initiative for resolving issues in a proactive manner.
RESPONSIBILITIES:Placing segregated fund trades;Establishing new accounts;Tracking and following-up on pending transfers;Maintaining supplies for investment applications and forms; andCompleting reports and functions as assigned by the Manager, Investment Administration.
QUALIFICATIONS:Post-secondary education1 –2 years similar experience within the investment industry an assetStrong knowledge of Microsoft Office and OutlookStrong customer focus, service orientation and professional acumenExcellent communication, organizational and listening skillsDedicated team player with the ability to take the initiative and be independentKnowledge of Wealthserv an asset
COMPENSATION:Commensurate with experience; salary range: $47,000 to $55,000
If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
*12-month contract*
JOB STATEMENT:Reporting to the Manager, Investment Administration and working in a fast-paced environment, the Investment Administrator will be responsible for placing segregated fund trades and other basic administrative requirements within the Investment Administration area. This highly motivated and energetic candidate must have a keen eye for detail and a penchant for accuracy. The candidate will be responsible for analyzing, researching and taking the initiative for resolving issues in a proactive manner. RESPONSIBILITIES:Placing segregated fund trades;Establishing new accounts;Tracking and following-up on pending transfers;Maintaining supplies for investment applications and forms; and Completing reports and functions as assigned by the Manager, Investment Administration.
QUALIFICATIONS:Post-secondary education1 –2 years similar experience within the investment industry an assetStrong knowledge of Microsoft Office and OutlookStrong customer focus, service orientation and professional acumenExcellent communication, organizational and listening skills Dedicated team player with the ability to take the initiative and be independentKnowledge of Wealthserv an asset
COMPENSATION:Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
JOB STATEMENT:The successful candidate will be an essential member of the Workplace Solutions Team and will be responsible for managing workflow processes in a fast-paced sales and service environment. This individual will need to work in concert with others on the team, in the delivery of our “Humanizing Benefits” approach in support of the business development team, our advisors and their customers, while looking after their own specific area of responsibility. This dynamic position requires a self-starting, adaptive, versatile person with effective communication skills who is interested in pushing beyond their accustomed comfort zone as we work to navigate and deliver a complex array of traditional, innovative and disruptive plans and programs. This job requires full French/English written and verbal bilingual capability. ESSENTIAL FUNCTIONS:Adopting a clear understanding of our Humanizing Benefits story;Delivering gratifying Humanizing Benefits experiences while interacting with stakeholders;Adopting a firm understanding of how IDC WIN Workplace Solutions works, our business models, and our differentiators;Assess and process Health Spending Account (HSA) and Wellness Spending Account (WSA) claims in alignment with established policies and procedures.Verify and interpret supporting documentation to confirm claim validity and compliance with benefit plan terms.Determine eligibility by applying defined criteria to ensure fair, accurate, and timely reimbursement decisions.Uphold compliance with internal policies, external regulations, and industry standards in every decision made.Deliver clear communication to claimants regarding claim results, next steps, and any required documentation.Stay informed and proactive through regular training on changes in guidelines, systems, and industry practices.Promote integrity in the claims process by making unbiased objective decisions based on rules and information available.Communicate with claimants by leading with empathy and contextual understanding.QUALIFICATIONS:Post-secondary educationMinimum 2 years’ experience working with advisors and group insurance clients – sales, renewal processes and customer serviceAbility to work effectively and efficiently in a team environmentExcellent oral and written communication skillsDetail-oriented with a high degree of accuracyAbility to multitask and process in a timely manner to meet deadlinesOrganized with the ability to prioritize workloadStrong problem-solving abilitiesCOMPENSATION:Commensurate with experienceIf you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com. Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
Job DescriptionJOB STATEMENT:The successful candidate will be an essential member of the Workplace Solutions Team and will be responsible for managing workflow processes in a fast-paced sales and service environment. This individual will need to work in concert with others on the team, in the delivery of our “Humanizing Benefits” approach in support of the business development team, our advisors and their customers, while looking after their own specific area of responsibility. This dynamic position requires a self-starting, adaptive, versatile person with effective communication skills who is interested in pushing beyond their accustomed comfort zone as we work to navigate and deliver a complex array of traditional, innovative and disruptive plans and programs. This job requires full French/English written and verbal bilingual capability. ESSENTIAL FUNCTIONS:Adopting a clear understanding of our Humanizing Benefits story;Delivering gratifying Humanizing Benefits experiences while interacting with stakeholders;Adopting a firm understanding of how IDC WIN Workplace Solutions works, our business models, and our differentiators;Assess and process Health Spending Account (HSA) and Wellness Spending Account (WSA) claims in alignment with established policies and procedures.Verify and interpret supporting documentation to confirm claim validity and compliance with benefit plan terms.Determine eligibility by applying defined criteria to ensure fair, accurate, and timely reimbursement decisions.Uphold compliance with internal policies, external regulations, and industry standards in every decision made.Deliver clear communication to claimants regarding claim results, next steps, and any required documentation.Stay informed and proactive through regular training on changes in guidelines, systems, and industry practices.Promote integrity in the claims process by making unbiased objective decisions based on rules and information available.Communicate with claimants by leading with empathy and contextual understanding.
QUALIFICATIONS:Post-secondary educationMinimum 2 years’ experience working with advisors and group insurance clients – sales, renewal processes and customer serviceAbility to work effectively and efficiently in a team environmentExcellent oral and written communication skillsDetail-oriented with a high degree of accuracyAbility to multitask and process in a timely manner to meet deadlinesOrganized with the ability to prioritize workloadStrong problem-solving abilities
COMPENSATION:Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com. Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
Job Description*12-month contract*
JOB STATEMENT:Reporting to the Manager, Investment Administration and working in a fast-paced environment, the Investment Administrator will be responsible for placing segregated fund trades and other basic administrative requirements within the Investment Administration area. This highly motivated and energetic candidate must have a keen eye for detail and a penchant for accuracy. The candidate will be responsible for analyzing, researching and taking the initiative for resolving issues in a proactive manner. RESPONSIBILITIES:Placing segregated fund trades;Establishing new accounts;Tracking and following-up on pending transfers;Maintaining supplies for investment applications and forms; and Completing reports and functions as assigned by the Manager, Investment Administration.
QUALIFICATIONS:Post-secondary education1 –2 years similar experience within the investment industry an assetStrong knowledge of Microsoft Office and OutlookStrong customer focus, service orientation and professional acumenExcellent communication, organizational and listening skills Dedicated team player with the ability to take the initiative and be independentKnowledge of Wealthserv an asset
COMPENSATION:Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
Job DescriptionJOB STATEMENT:Reporting to the Manager, Investment Administration and working in a fast-paced environment, the Investment Administrator will be responsible for placing segregated fund trades and other basic administrative requirements within the Investment Administration area. This highly motivated and energetic candidate must have a keen eye for detail and a penchant for accuracy. The candidate will be responsible for analyzing, researching and taking the initiative for resolving issues in a proactive manner.
RESPONSIBILITIES:Placing segregated fund trades;Establishing new accounts;Tracking and following-up on pending transfers;Maintaining supplies for investment applications and forms; andCompleting reports and functions as assigned by the Manager, Investment Administration.
QUALIFICATIONS:Post-secondary education1 –2 years similar experience within the investment industry an assetStrong knowledge of Microsoft Office and OutlookStrong customer focus, service orientation and professional acumenExcellent communication, organizational and listening skillsDedicated team player with the ability to take the initiative and be independentKnowledge of Wealthserv an asset
COMPENSATION:Commensurate with experience; salary range: $47,000 to $55,000
If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
