Manage and lead a team of mortgage brokers, optimize operations, enhance client experiences, and collaborate across departments to ensure compliance and efficiency.
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
Wealthsimple is looking for an entrepreneurial, data-driven, and tech-savvy Manager, Mortgage Strategy + Broker to oversee our growing team of mortgage brokers.
Reporting to the Director, Principal Mortgage Broker, you’ll help define and scale the strategy for Wealthsimple’s mortgage brokerage. You’ll lead a team of brokers, coach them to exceed client expectations, and collaborate with product, marketing, legal, and compliance teams to ensure operational excellence.
This role is perfect for someone who thrives in a fast-paced, technology-forward environment and wants to shape the future of mortgages in Canada.
In this role you will have the opportunity to:
- Lead and coach a team of mortgage brokers to deliver outstanding client experiences and achieve performance goals.
- Build and maintain strong client relationships, providing expert advice, and guiding clients through the mortgage process.
- Design and improve workflows using AI, driving efficiencies across sales, onboarding, and operations.
- Partner with Wealthsimple's legal, compliance, product, and marketing teams to ensure all activities align with regulatory requirements and company objectives.
- Analyze performance data to uncover insights and guide strategy, coaching, and process improvements.
- Foster a team culture rooted in accountability, transparency, and innovation.
What you'll bring:
- Mortgage Guru: They love being a mortgage broker. Guiding clients through their mortgage journey is their passion and they always put client experience first. Now they oversee a team, but working directly with clients is their favourite part of the job.
- Problem-solving: If something seems off, they want to figure out what’s going on; they enjoy navigating uncertainty, bringing clarity to ambiguity, and don’t wait for a playbook to be written.
- 3+ years of leadership experience: They have worked in a Fintech or fast scaling brokerage business. From a client perspective, they have a deep understanding of client needs and journeys through the mortgage process.
- Licensing: They have direct experience as a mortgage broker and have the ability to act as principal broker. From a licensing perspective, they understand their regulatory responsibilities and take a proactive approach to compliance.
- Experience with AI Tooling: They have experience with AI tooling, with bonus points for experience using AI tools in sales, operations, or compliance.
- Proactive Action Oriented: They act without being told what to do, taking full ownership of work and proactively seeking help and input when needed to provide well-supported solutions.
- Efficiency: They can produce significant output with minimum wasted effort; they find the path of least resistance to problem definition, solution, and execution.
- Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple and easy-to-understand way for any audience.
- Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient.
- Relevant experience: Demonstrated success in leading a commission-based sales team within the mortgage industry.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
Top Skills
Ai Tooling
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