Wealthsimple · 5 months ago
Mortgage Broker (Contract)
United States
Contract
Remote
New Grad, Entry LevelWealthsimple is a leading fintech company in Canada on a mission to help everyone achieve financial freedom. The mortgage broker will connect clients with mortgage solutions and drive business growth while ensuring compliance with regulatory requirements.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
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
Qualification
Required
Must be a licensed mortgage broker in at least 1 Canadian province
Builder mindset
Detail-oriented
Action-oriented
Proactive
Strong written and verbal communication
Honesty/integrity
Ability to manage time well and keep on top of deliverables
Ability to identify ways to improve processes and controls while mitigating risk
Preferred
Experience in lending products or other sales functions
Demonstrated success in a commission-based sales role, preferably within the mortgage industry
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
Founded in 2014
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Canada NewsWire
2026-01-16
Calgary Herald
2026-01-08
Company data provided by crunchbase