Mortgage Broker (Canada)

Mortgage Broker (Canada)

11 Nov
|
Wealthsimple
|
Canada

11 Nov

Wealthsimple

Canada

Build something people love

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

About The Role

Reporting to Wealthsimple’s Manager, Mortgage Compliance, the selected mortgage broker will be responsible for connecting clients with mortgage solutions and driving business growth. No pre-existing book of business is required.

Our ideal hire has a builder mindset, is detail-oriented, action-oriented, and proactive. They own their role and continuously help identify ways to improve processes and controls while mitigating risk. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Must be a licensed mortgage broker in Quebec. Experience in lending products or other sales functions is a solid plus. Experience handling high volume sales pipelines is ideal.

Compensation & Benefits

- This is a commission-based role, offering substantial earning potential. Details of the commission structure will be discussed during the interview process.
- This role does not qualify for the benefits listed under the "Why Wealthsimple?" section below.

Key Capabilities/Responsibilities

In this role,



the candidate will have the opportunity to:

- Build and maintain strong client relationships, providing expert advice, and guiding clients through the mortgage process.
- Identify and pursue new business opportunities, leveraging their industry knowledge.
- Partner with Wealthsimple's legal, compliance, product, and marketing teams to ensure all activities align with regulatory requirements and company objectives.
- Stay informed about regulatory developments, industry trends, and emerging risks.
- Track and analyze their sales performance, identifying areas for improvement and growth.

Skills we’re looking for

- Mortgage Guru: They love being a mortgage broker. Guiding clients through their mortgage journey is their passion and they always put client experience first.
- Problem-solving: If something seems off, they want to figure out what’s going on; they enjoy navigating uncertainty, bringing clarity to ambiguity, and don’t wait for a playbook to be written.
- Proactive Action Oriented: They act without being told what to do, taking full ownership of work and proactively seeking help and input when needed to provide well-supported solutions.
- Efficiency: They can produce significant output with minimum wasted effort; they find the path of least resistance to problem definition, solution, and execution.




- Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple and easy-to-understand way for any audience.
- Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient.
- Relevant experience: Demonstrated success in a commission-based sales role, preferably within the mortgage industry.
- AMF mortgage broker license: Candidates must have a mortgage broker license delivered by the AMF, in good standing.

À propos du poste

Relevant du Gestionnaire, Conformité hypothécaire (Courtier Dirigeant) de Wealthsimple, la personne retenue sera responsable d’accompagner les clients dans la recherche de solutions hypothécaires adaptées à leurs besoins et de contribuer à la croissance de nos activités. Aucun portefeuille de clients existant n’est requis.

La personne idéale possède un esprit entrepreneurial, fait preuve de rigueur, est orientée vers l’action et prend les devants. Elle assume pleinement ses responsabilités et cherche continuellement à améliorer les processus et les contrôles tout en réduisant les risques. Elle doit faire preuve d’une excellente gestion du temps, assurer un suivi rigoureux de ses dossiers et démontrer un potentiel d’évolution au sein de l’entreprise.

La personne doit détenir un permis de courtage hypothécaire valide au Québec. Une expérience dans les produits de financement ou dans d’autres fonctions liées à la vente constitue un atout important. De l’expérience à gérer un pipeline de vente à haut volume est idéal.

Rémunération et avantages sociau

📌 Mortgage Broker (Canada)
🏢 Wealthsimple
📍 Canada

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