Contract until December 31, 2026
Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, the Transition Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and inquires are handled promptly with care and accurately, adhering to the established service levels. This role required strong communication in both English and French skills and a commitment to maintaining a positive customer experience throughout the onboarding process.
RESPONSIBILITIES: Resolve escalations related to New Transition Advisors promptly and accurately, applying strong business acumen, specific insights, and thorough investigation to address issues with a sense of urgency and exceptional service. Navigate essential business processes effectively, demonstrate knowledge of documentation requirements, products, and systems across multiple investment dealers governed by CIRO. Ensure client onboarding data accuracy, applying high standards of quality control so advisors can access new client packages through digital onboarding system with ease. Collaborate with Internal and external partners to gather necessary information, enabling other teams to perform their task accurately and ensuring timely, efficient information flow. Complete task related to client setup, including banking arrangements, transfers, income profiles, systematic events, managed accounts, and other transitions activities, all the while adhering to SLAs to provide seamless client experience. Update account information and collaborate closely with all internal stakeholder and teams to ensure compliance with documentation related to CRA and IRS self-certification of residency status. Managing and update client preference related to e-delivery for clients, statements, confirms and tax forms ensuring smooth and accurate communication. Coordinate with impacted teams to confirm task completion and provide clear, timely updates on progress to ensure a seamless client experience. Perform additional duties as assigned, supporting a positive customer experience and upholding service standards within operations and business development.
QUALIFICATIONS: Fluent in both English and French is required Post-secondary education and/or 2 years in Brokerage operation or transition of New advisor onboarding Excellent communication and organizational skills Excellent attention to detail, and problem-solving skills Ability to work independently as well as in a team environment Knowledge of Dataphile, Unifide or Inform is 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 .
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.
Contract until October 2026
JOB STATEMENT : Reporting to the Senior Manager, Registered Products and working in a fast-paced environment, the RESP Administrator is responsible for all processes and procedures related to the operation of (RESP). This highly motivated and energetic candidate must ensure all requests and inquires from advisors, clients and head office are processed accurately and in a timely manner according to the established service level agreements, and that respective control accounts are reconciled by the established deadlines.
ESSENTIAL FUNCTIONS : Managing the day-to-day relationship with internal and external clients Working with ESDC on the monthly grant processing and working on error reports ; Processing EAP, PSE, Capital Withdrawals, AIP and contributions and maintenance of notional history for transfers in and out and internal rollovers; Reviewing EAP withdrawals and approving Proof of Enrollment for processing; Opening new RESP, updating notional, setting up PAC and beneficiary and applying for RESP grants; Ensuring the timeliness and accuracy of deliverables are met within the established SLA; Flagging system for application of Basis, additional, CLB and BC-Grant, updating PCG information as well as triggering grant application from the RESP module; and Assisting with data integrity and validating information presented to New Accounts and Transfer department. Working on audits related to ESDC Assisting with training of employees within the team or new employees
QUALIFICATIONS : Post-secondary education Minimum of 2 years' experience in RESP administration and processing environment Strong knowledge of the new Enhanced CESG rules pertaining to CES, CLB, ECESG and BC-TESP Grant Excellent communication and organizational skills Excellent attention to detail and problem-solving skills Ability to work independently as well as in a team environment Knowledge of Dataphile is 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 . 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 Director, PMO, the Quality Assurance Analyst will be responsible for applying the principles and practices of software quality assurance throughout Worldsource’s software development life cycle. This role operates with the constructs of our "Agile" development environments. A key aspect of the role is to bring a curious mindset, and a quick ability to learn with respect to supporting the digital transformation. The Quality Assurance Analyst will also be required to review and analyze the business requirements and user stories to validate the testability and identify the testing requirements. The successful candidate will be a self-starter, be self-motivated and highly energetic with the ability to adapt to new evolving technologies and explore while keeping the end user experience top of mind.
RESPONSIBILITIES: Strategy and Planning Leading the development, establishment, and enforcement of quality assurance measures and testing standards for new applications, products, and/or enhancements to existing applications throughout their development/product lifecycles; Conducting all research, reviews and analysis of existing requirements-gathering processes’ effectiveness and efficiency and developing strategies for enhancing or further leveraging these processes; Ensuring that software quality measures comply with regulatory standards, industry standards, and accepted best practices; Creating methodologies and processes for the collection and analysis of data to ensure the quality of all software, systems, and products; Detecting and reporting any defects, bugs, errors, configuration issues and interoperability flaws through the analysis of formal test results; Directing the analysis of documentation and technical specifications for any new application under deployment or consideration to determine its intended functionality; Developing change control processes, practices, and guidelines for new and existing technologies; and Conducting interviews to gather user requirements via workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, scenarios, and other methods. Acquisition and Deployment Determining the selection and appropriate usage of automated test tools and data collection tools; and Participating in the selection of any requirements documentation software solutions that the organization may opt to use. Operational Management Translating conceptual user requirements into functional requirements and articulating them into user story format in a clear manner that is comprehensible to developers/project team; Developing and writing test plans and scripts for tracking defects and fixes in product development, software application development, information systems, and operations systems; Applying established metrics to determine the readiness, quality, and operability of software, systems, and products due for release to clients and/or within the enterprise; Creating process models, specifications, diagrams, and charts to provide direction to developers and/or the project team; Creating and communicating test plans and scripts that will determine optimal application performance according to specifications, revise as needed; Collaborating with software/systems personnel in application testing, such as system, regression, performance, and acceptance testing methods; Conducting internal audits to measure and assure adherence to established Quality Assurance standards for software development, application integration, and information system performance, and corresponding documentation; and Communicating test progress, test results, and other relevant information to project stakeholders and executive management.
QUALIFICATIONS: Post-secondary education in Computer Science or equivalent experience A minimum of 8 years of experience in hands-on functional, exploratory, and automated testing Experience testing functionally complex products in legal, insurance and/or financial services industry, understanding of end-to-end flow for one or more products Strong background in testing in an Agile environment and experience in releasing products in short cycles Knowledge in evolving testing strategies that involve third party applications and legacy databases Experience in triaging failures, identifying root-cause, and defining corrective actions at project level Aptitude to determine the feasibility of automating test scripts along with their benefit to the project Adept at managing test cases and defects to closure An interest in business domain and key business drivers influencing quality of software applications Exposure to Java based projects/programs/products, Test Driven Development (TDD) and Behaviour Driven Development (BDD) environment Experience with JIRA, testing and scripting tools Superior documentation skills with regards to writing test scenarios and recording defects Excellent communication and time management skills Comfortable working in a small, lean team, and in a collaborative, professional environment Bilingualism (English and French), 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 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 Director, Business Systems and Development and working in a fast-paced environment, the Business Systems Analyst is responsible for working with all departments and business lines by providing Level II support, documenting requirements, release management, change controls, testing system implementations/updates as well as documenting business processes. This highly motivated and energetic candidate must work with the Business as well as the I.T. department to ensure all requests are documented and prioritized.
RESPONSIBILITIES : Identifying, evaluating and prioritizing customer requests to ensure that inquiries are successfully resolved; Setting priorities for Level II problem resolutions, monitoring progress and applying the appropriate escalation procedures; Liaising with the business areas and I.T. to evaluate and/or develop solutions based on the requirements; Managing requirements gathering for scheduled upgrades, migrations and approved projects; Analyzing and evaluating the impact of application enhancements and/or updates; Researching, evaluating and recommending new products and upgrades; Investigating and documenting system bugs (Defect Management); Working closely with various departments within the organization to understand and document all business/systems requirements for existing systems, processes, system implementations; Producing technical and descriptive documentation; Interpreting technical and procedure manuals for non-technical users; Assisting in training users in the use of applications and computer systems; Organizing individual time, work and resources to accomplish objectives in the most effective and efficient way; Demonstrating a rational and organized approach to work and identify development opportunities; Interacting with the testing team and/or vendors to provide technical input, support and analysis on applications; and Participating in other corporate projects and initiatives as necessary.
QUALIFICATIONS : Post-secondary education in Business or Information Technology Experience in business analysis, requirements gathering, documentation and report writing with I.T. 5+ years’ experience within the investment industry Strong knowledge of Adobe Design products and forms management Strong knowledge of Microsoft Word, Excel, MS Project and Visio Analytical problem-solving skills Experience in SQL and data warehouses an asset Knowledge of Dataphile OpenView an asset Knowledge of Microsoft CRM Dynamics an asset Ability to engage in multiple initiatives simultaneously Must be able to work in a team environment. Strong communication skills
COMPENSATION : Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to 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.
*Contract until March 31, 2026*
TITLE: Business Intelligence Report Developer
JOB STATEMENT: We are seeking a skilled Business Intelligence (BI) Report Developer to design, develop, and maintain BI solutions that drive data-driven decision-making. This role involves creating reports, dashboards, and visualizations that translate complex datasets into actionable insights. The ideal candidate will have expertise in BI tools, SQL, and data modeling, with a keen eye for detail and business analytics. Experience in Wealth Management and Financial Services is highly preferred.
RESPONSIBILITIES: Design, develop, and maintain BI reports, dashboards, and visualizations using tools such as Power BI, Qlik and SSRS. Gather and analyze business requirements to develop effective reporting solutions. Extract, transform, and load (ETL) data from various sources into data warehouses. Write complex SQL queries to retrieve and manipulate data for reporting purposes. Ensure data accuracy, consistency, and security in BI solutions. Collaborate with business stakeholders, data analysts, and IT teams to enhance reporting capabilities. Optimize report performance and troubleshoot issues as needed. Provide documentation and training for end-users on BI tools and reports. Stay updated with the latest BI technologies and trends to improve reporting solutions.
QUALIFICATIONS: Bachelor's degree in Computer Science, Information Systems, Data Analytics, or a related field. Proven experience in BI development, data visualization, and reporting. Proficiency in BI tools such as Power BI, Qlik, SSRS, or similar. Strong SQL skills and experience with relational databases. Understanding of data modeling, ETL processes, and data warehousing concepts. Ability to analyze and interpret complex datasets to generate meaningful insights. Knowledge of programming languages like Python, R, or DAX. Excellent problem-solving skills and attention to detail. Strong communication and collaboration skills.
COMPENSATION: Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to 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.
*Contract until October 2026*
JOB STATEMENT : Reporting to the Senior Manager, Registered Products and working in a fast-paced environment, the RESP Administrator is responsible for all processes and procedures related to the operation of (RESP). This highly motivated and energetic candidate must ensure all requests and inquires from advisors, clients and head office are processed accurately and in a timely manner according to the established service level agreements, and that respective control accounts are reconciled by the established deadlines.
ESSENTIAL FUNCTIONS : Managing the day-to-day relationship with internal and external clients Working with ESDC on the monthly grant processing and working on error reports ; Processing EAP, PSE, Capital Withdrawals, AIP and contributions and maintenance of notional history for transfers in and out and internal rollovers; Reviewing EAP withdrawals and approving Proof of Enrollment for processing; Opening new RESP, updating notional, setting up PAC and beneficiary and applying for RESP grants; Ensuring the timeliness and accuracy of deliverables are met within the established SLA; Flagging system for application of Basis, additional, CLB and BC-Grant, updating PCG information as well as triggering grant application from the RESP module; and Assisting with data integrity and validating information presented to New Accounts and Transfer department. Working on audits related to ESDC Assisting with training of employees within the team or new employees
QUALIFICATIONS : Post-secondary education Minimum of 2 years’ experience in RESP administration and processing environment Strong knowledge of the new Enhanced CESG rules pertaining to CES, CLB, ECESG and BC-TESP Grant Excellent communication and organizational skills Excellent attention to detail and problem-solving skills Ability to work independently as well as in a team environment Knowledge of Dataphile is 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 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.
*Contract until December 31, 2026*
Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, the Transition Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and inquires are handled promptly with care and accurately, adhering to the established service levels. This role required strong communication in both English and French skills and a commitment to maintaining a positive customer experience throughout the onboarding process.
RESPONSIBILITIES: Resolve escalations related to New Transition Advisors promptly and accurately, applying strong business acumen, specific insights, and thorough investigation to address issues with a sense of urgency and exceptional service. Navigate essential business processes effectively, demonstrate knowledge of documentation requirements, products, and systems across multiple investment dealers governed by CIRO. Ensure client onboarding data accuracy, applying high standards of quality control so advisors can access new client packages through digital onboarding system with ease. Collaborate with Internal and external partners to gather necessary information, enabling other teams to perform their task accurately and ensuring timely, efficient information flow. Complete task related to client setup, including banking arrangements, transfers, income profiles, systematic events, managed accounts, and other transitions activities, all the while adhering to SLAs to provide seamless client experience. Update account information and collaborate closely with all internal stakeholder and teams to ensure compliance with documentation related to CRA and IRS self-certification of residency status. Managing and update client preference related to e-delivery for clients, statements, confirms and tax forms ensuring smooth and accurate communication. Coordinate with impacted teams to confirm task completion and provide clear, timely updates on progress to ensure a seamless client experience. Perform additional duties as assigned, supporting a positive customer experience and upholding service standards within operations and business development.
QUALIFICATIONS: Fluent in both English and French is required Post-secondary education and/or 2 years in Brokerage operation or transition of New advisor onboarding Excellent communication and organizational skills Excellent attention to detail, and problem-solving skills Ability to work independently as well as in a team environment Knowledge of Dataphile, Unifide or Inform is 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
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.
Information Technology Project Manager (1 year contract)Part Time / Full TimeWe are seeking an IT Project Manager with a proven track record in financial services, dealer networks, and insurance. This role involves leading the development and implementation of strategic business and technology programs, encompassing complex IT deliverables with significant impact. The position requires managing intricate levels of functional integration and coordinating across multiple disciplines. The ideal candidate will be self-motivated and energetic, with a strong ability to understand business outcomes and stakeholder impacts. The successful candidate will effectively partner with key resources and coordinate efforts to deliver on the defined scope.RESPONSIBILITIES:Communicate with stakeholders within the organization and vendor partners to define business solutions.Perform the full range of the Project Management Lifecycle: discovery initiating, planning, executing, monitoring and controlling, and closing.Recommend and leverage best practices and principles where applicable to deliver value sooner to the business through a defined minimum viable product (MVP) methodology.Define, document and manage project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders.Develop full-scale project plans and associated communication documents.Effectively communicate project expectations to project team members and stakeholders in a timely and clear fashion.Estimate the resources and participants needed to achieve project goals.Draft and submit budget proposals, and recommend subsequent budget changes where necessary.Manage the integration of vendor tasks and track and review vendor deliverables.Develop and deliver progress reports, proposals, requirements documentation, and presentations.Demonstrate a proactive approach to identifying risks & gaps impacting target milestones.Leverage steering and executive committees for decision-making, change management, and communications.Create and facilitate a collaborative and positive project team environment through applying proven soft-skills.Use appropriate project management tools and techniques to track project performance.Conduct risk assessments to identify factors capable of minimizing success of a project.Interview and coordinate the recruitment and orientation of project personnel.Establish and maintain positive trust relationship with third party contractors and vendors.Produce accurate reports of project status and trajectory and present to management.Organize meetings to discuss and review project operational strategies.Oversee the allocation of funds, as well as availability of resources required for a project.Build & implement change management plan to educate and train users to operate new systems or equipment to ensure smooth transition from old technological systems to new ones.Evaluate the progress of project to determine the need for adjustment in strategy.QUALIFICATIONS:Financial services industry experience required (MGA/Investment Dealer).Exceptional ability to lead people in change (soft skills, collaboration).Post-secondary education in Business or Information Technology.5+ years of program/project management experience in a fast-paced technology environment.Complete understanding of solution development principles and methodologies.Strong understanding/experience delivering solutions.Experience to create and deliver quality presentations utilizing PowerPoint to project and senior leader stakeholders.Preferred experience with Atlassian Suite (JIRA, Confluence).Proficient with Microsoft Word, Excel, MS Project and Visio.Ability to quickly identify client needs, reprioritize quickly and approach tasks in an adaptable manner.Ability to summarize project results and explain complex issues in presentation format.The ability to write in a clear and succinct manner.Excellent planning and time management skills.Excellent analytical problem-solving skills.Exceptional interpersonal skills.Extremely collaborative in a team environment.COMPENSATION:Commensurate with experience.If you are interested in applying for this position, please forward a cover letter and resume in confidence. 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. #J-18808-Ljbffr
