Mortgage Broker (Contract)
Wealthsimple(1 month ago)
About this role
The Mortgage Broker at Wealthsimple is responsible for connecting clients with appropriate mortgage solutions while helping drive the company’s lending business growth. The role reports to the Principal Broker and operates within a highly collaborative, tech-driven fintech environment. The broker will serve as a trusted advisor to clients, ensuring their mortgage experience aligns with Wealthsimple’s mission of transparent and accessible financial services. The position also involves partnering with internal teams to align with regulatory requirements and company objectives.
Required Skills
- Client Relationships
- Mortgage Advisory
- Business Development
- Regulatory Compliance
- Cross-Functional Collaboration
- Industry Research
- Sales Performance Analysis
- Problem Solving
- Time Management
- Process Improvement
+5 more
Qualifications
- Mortgage Broker License in Canadian Province
About Wealthsimple
wealthsimple.comWealthsimple 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.
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