About the role
Wealthsimple is looking for an entrepreneurial, client-focused, and organized Inbound Sales Associate, Mortgage to support our rapidly growing mortgage brokerage. Reporting to the Director, Principal Mortgage Broker, you will act as the critical bridge between our digital platform and our expert team of brokers. Your goal is to engage potential clients early in their journey, helping them navigate the initial steps of the mortgage process with clarity and confidence.
This role is perfect for someone who loves connecting with people, thrives in a fast-paced environment, and wants to play a key part in making homeownership more accessible for Canadians.
This is a fully remote, 6-month fixed-term contract position.
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In this role, you will have the opportunity to:- Own the "First Impression": Act as the first point of contact for inbound mortgage leads, answering initial questions about the process and making clients feel supported immediately.
- Prioritize & Triage: Work with a high volume of inbound applications to determine timeline and needs, supporting our brokers to accurately manage their time.
- Data Integrity & Prep: Review applications for missing details, reaching out to clients to gather necessary information and ensuring the file is "broker-ready" before handoff.
- Pipeline Management: Manage a dynamic pipeline of leads, using our CRM and scheduling tools to book appointments for the brokerage team.
- Leverage Technology: Utilize AI and sales engagement tools to increase outreach efficiency, driving workflows that allow us to help more clients faster.
Skills we’re looking for:- Clear & Empathetic Communicator: You speak plainly and truthfully. You meet clients where they are—whether they’re a nervous first-time homebuyer or a seasoned investor—and make complex processes feel simple, safe, and easy to understand.
- Proactive Action Oriented: You act without being told what to do. If you see a backlog of applications, you jump in to clear it. You seek help when needed but generally find the path of least resistance to execution.
- Persistent & Dedicated: You are comfortable managing a high volume of outreach because you know every file represents a person looking for help. You understand that people are busy, so you don’t take silence personally; instead, you have a consistent system for following up to ensure no client falls through the cracks.
- Organization Guru: You can manage hundreds of leads without letting anyone fall through the cracks. You live by your calendar and keep the CRM spotless.
- Experience with AI Tooling: You have experience with (or a strong desire to learn) AI tooling to speed up your drafting, note-taking, and organization.
- Honesty/Integrity: Doesn't cut corners; does what is right, not what is politically expedient. You understand that trust is our most valuable asset.
- Relevant experience: 1+ years in a sales development, customer support, or high-volume administrative role. Interest in the Canadian mortgage or real estate market is a strong plus.
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