Mortgage Broker • Entry-Level

Who you are

You are a licensed mortgage broker in at least one Canadian province, ready to connect clients with tailored mortgage solutions. You possess a builder mindset and are detail-oriented, ensuring that every client interaction is handled with care and precision. Your proactive approach allows you to identify opportunities for process improvements and risk mitigation, making you an asset to the team. You manage your time effectively, keeping on top of deliverables while maintaining a focus on quality and client satisfaction. You thrive in collaborative environments and are eager to contribute to a high-performing team culture. Your experience in lending products or other sales functions is a strong plus, as it equips you with the skills necessary to drive business growth.

What you'll do

In this role, you will report to Wealthsimple’s Principal Broker and be responsible for connecting clients with mortgage solutions that meet their needs. You will engage with clients to understand their financial situations and guide them through the mortgage process, ensuring they have a clear understanding of their options. Your role will involve identifying potential clients, nurturing relationships, and driving business growth through effective communication and service delivery. You will also be expected to continuously seek ways to improve processes and controls within the mortgage brokerage, contributing to a culture of excellence and innovation. As you grow in this position, you will have the opportunity to take on more responsibilities and expand your impact within the company.

What we offer

Wealthsimple is committed to creating an inclusive and high-performing team environment where you can thrive. You will have the chance to work with a talented group of individuals who value collaboration and humility. As part of a leading fintech company in Canada, you will be at the forefront of transforming financial services, making them more transparent and accessible for everyone. We encourage you to apply even if your experience doesn't match every requirement, as we believe in the potential of every individual to contribute to our mission of helping everyone achieve financial freedom.