Jacqueline Rodney is a distinguished financial services executive whose career spans over three decades of transformative leadership, operational innovation, and regulatory expertise. With a foundation built on resilience, adaptability, and a profound commitment to excellence, she has become a trusted leader within the finance industry, guiding organizations through growth, transformation, and change while staying firmly anchored in integrity and client-focused service.
From the earliest stages of her professional journey, Jacqueline displayed an uncommon ability to merge technical knowledge with an instinct for leadership. Her early role as a Securities Investigator with the Alberta Securities Commission provided her with a strong grounding in regulatory compliance, market integrity, and the complexities of financial governance. This experience shaped her perspective and instilled in her a lifelong appreciation for transparency, risk management, and the need for sound operational frameworks.
As she transitioned into increasingly senior roles, Jacqueline’s influence grew. At ATB Financial, she served as a Senior Manager of Operations, where she was recognized for her ability to streamline processes, strengthen teams, and enhance operational effectiveness. Her natural leadership style combined empathy with accountability, ensuring that teams not only met organizational goals but also thrived in environments of trust and collaboration. Her success in this role demonstrated her ability to balance operational efficiency with the human dimension of leadership—a theme that would define her career.
Her career took a major leap forward when she joined ING DIRECT Canada, later Tangerine Bank, where she spent over nine years in pivotal leadership roles. During her tenure, she directed operations in Registered Products, Investments, and Shared Services, while also serving as Senior Manager of Operations. Jacqueline distinguished herself by leading complex transformations in highly regulated spaces, pioneering the shift from manual to digital and automated workflows. Her ability to align these initiatives with customer needs and regulatory standards reinforced her reputation as both an innovator and a protector of organizational integrity.
In 2014, Jacqueline joined CIBC as Director of Field Risk Services, a role that positioned her at the nexus of compliance, governance, and operational oversight. Over five years, she became a trusted advisor to senior leadership, designing and implementing risk programs that safeguarded the bank’s credibility while supporting advisors in navigating regulatory complexities. Her balanced approach—protecting the organization while empowering its people—underscored her ability to operate effectively at the intersection of policy and practice.
Since 2019, Jacqueline has served as Vice President of Operations at Worldsource Wealth Management Inc., where she oversees critical aspects of back-office operations and compliance. In this role, she has further cemented her reputation as a forward-thinking executive who can anticipate industry trends, respond proactively to regulatory changes, and implement operational strategies that ensure both stability and innovation. Her leadership has helped the organization thrive in an increasingly digital, customer-centric, and compliance-driven environment.
Jacqueline’s career is defined not just by the positions she has held, but by the impact she has created. She has consistently led large teams with empathy and vision, driving operational excellence while maintaining a relentless focus on risk management and customer satisfaction. She has been instrumental in bridging the gap between regulatory requirements and business growth, ensuring that organizations remain competitive while adhering to the highest standards of compliance. Her colleagues recognize her as both a mentor and a strategist, someone who can see the big picture while also managing the finer details that make execution successful.
Her international exposure, particularly her strong ties to Jamaica, adds a global dimension to her leadership. Jacqueline brings an inclusive and culturally aware perspective to every role she undertakes, understanding that successful organizations thrive when diversity, equity, and cross-cultural collaboration are woven into the fabric of decision-making. She is also a seasoned public speaker, having addressed audiences on finance, mutual fund operations, and regulatory requirements—always emphasizing clarity, trust, and actionable insight.
Beyond her professional accomplishments, Jacqueline is a woman of passion and balance. Jazz music and dancing are among her personal interests, activities that reflect her creativity, rhythm, and love for connecting with people. These passions also serve as a reminder that true leadership is about more than business results—it is about inspiring others, fostering connections, and bringing joy to the work at hand.
As she approaches retirement, Jacqueline is intentionally seeking board opportunities that will allow her to continue contributing her expertise to industries she cares deeply about, particularly finance and the nonprofit sector. For her, serving on boards is not only about governance but also about giving back—leveraging decades of operational and leadership experience to support organizations in achieving their missions. Her vision for board service is rooted in collaboration, strategy, and stewardship, ensuring that organizations remain sustainable, compliant, and prepared for the future.
Character:
Jacqueline exemplifies integrity, resilience, and commitment in every aspect of her professional and personal life. She brings a sense of purpose with every endeavour, fostering trust and accountability amongst colleagues and clients. She has built a reputation for leading with empathy while maintaining the highest standards of accountability. Her values-driven approach ensures that trust and transparency guide her decision-making.
Knowledge:
With more than 30 years of financial services experience, Jacqueline possesses deep expertise in operations, compliance, and risk management. Her knowledge is both broad and specialized, spanning regulatory investigations, large-scale banking operations, and strategic transformation. She continues to adapt her expertise to evolving industry demands, making her an invaluable resource for boards and organizations.
Strategic:
Jacqueline is recognized for her ability to see the big picture while managing execution with precision. She has consistently led organizations through operational and regulatory transformations, always aligning strategy with customer and advisor needs. Her broad industry knowledge and depth of experience make her a respected thought leader. Her approach ensures that growth is achieved responsibly, sustainably, and with a long-term perspective.
Communication:
Known for her clarity and influence, Jacqueline is a skilled communicator who bridges gaps between executives, regulators, teams, and clients. Her public speaking engagements and leadership roles demonstrate her ability to articulate complex issues in accessible and actionable ways. She uses communication as a tool to unite people, inspire confidence, and drive results.
https://www.worldsourcewealth.com
