Inbound Sales Associate, Mortgage (6 Month Fixed Term Contract)

Wealthsimple(1 month ago)

RemoteContractJunior$46,321 - $63,422 (estimated)Sales

About this role

The Inbound Sales Associate, Mortgage at Wealthsimple serves as the first point of contact for prospective mortgage clients, guiding them through the initial stages of the mortgage process. The role bridges Wealthsimple’s digital platform and mortgage brokers by qualifying leads and preparing applications for broker handoff. It is a fully remote, 6‑month fixed-term position focused on supporting a rapidly growing mortgage brokerage in making homeownership more accessible for Canadians. The position emphasizes early client engagement, data readiness, and efficient pipeline management.

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Required Skills

Inbound Sales
Client Communication
Lead Triage
Data Management
CRM Management
Pipeline Management
Appointment Scheduling
AI Tools
High Volume Outreach
Time Management

+5 more

About Wealthsimple

wealthsimple.com

Wealthsimple is a Toronto-based fintech that offers a consumer finance platform combining automated investing, commission-free trading, banking (high‑interest chequing and savings), and a cash‑back credit card. It provides low‑fee managed portfolios (robo‑advisor) alongside access to human financial planners, tax and retirement tools, and investment products designed for long‑term wealth building. The company emphasizes simple digital experiences, accessible pricing, and integrated services as an alternative to traditional banks, serving customers primarily in Canada, the U.S., and the U.K.