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Manager, Mortgage Strategy & Brokering - Remote

Posted 7 weeks ago
Sales / Business
Full Time
CA

Overview

Wealthsimple is looking for an entrepreneurial, data-driven, and tech-savvy Manager, Mortgage Strategy + Brokering to oversee our growing team of mortgage brokers, ensuring operational excellence and outstanding client experiences.

In Short

  • Lead and coach a team of mortgage brokers.
  • Build and maintain strong client relationships.
  • Design and improve workflows using AI.
  • Collaborate with legal, compliance, product, and marketing teams.
  • Analyze performance data to guide strategy.
  • Foster a culture of accountability and innovation.

Requirements

  • 3+ years of leadership experience in Fintech or brokerage.
  • Direct experience as a mortgage broker.
  • Experience with AI tooling.
  • Strong problem-solving abilities.
  • Proactive and action-oriented.
  • Strong written and verbal communication skills.
  • Demonstrated success in leading a commission-based sales team.

Benefits

  • Opportunity to shape the future of mortgages in Canada.
  • Work in a fast-paced, technology-driven environment.
  • Collaborative team culture.
Wealthsimple logo

Wealthsimple

Wealthsimple is a leading fintech company based in Canada, dedicated to helping individuals achieve financial freedom through innovative and accessible financial services. With a mission to simplify money management, Wealthsimple leverages smart technology to transform traditionally complex and costly financial services into transparent and affordable solutions. Serving over 4 million users and managing more than $50 billion in assets, the company fosters a collaborative and inclusive work environment, encouraging talented individuals to contribute to its groundbreaking ideas and high-performing teams. Wealthsimple is committed to diversity, equity, and inclusion, ensuring that its products cater to a diverse world.

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