Manager, Mortgage Strategy & Brokering

Summary

Join Wealthsimple's growing team as a Manager, Mortgage Strategy + Brokering! Lead and mentor a team of mortgage brokers, exceeding client expectations. Design and enhance workflows using AI to boost efficiency. Collaborate with various teams to ensure regulatory compliance and company objectives. Analyze performance data to inform strategy and process improvements. Foster a culture of accountability, transparency, and innovation within the team. This role is ideal for a data-driven, tech-savvy individual passionate about shaping the future of mortgages in Canada.

Requirements

• 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
• Relevant experience: Demonstrated success in leading a commission-based sales team within the mortgage industry

Responsibilities

• 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

Preferred Qualifications

• 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

Benefits

• 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