Senior Marketing Manager, Canada
Constant ContactSalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial Services, MortgageIndustries
Requirements
Candidates must be a licensed mortgage broker in at least one Canadian province, possess experience in lending products or other sales functions, and have a builder mindset. Detail-oriented, action-oriented, and proactive individuals with strong time management skills are required, along with the potential to grow with the company.
Responsibilities
The Mortgage Broker will build and maintain strong client relationships by providing expert advice and guiding clients through the mortgage process, identify and pursue new business opportunities, partner with various teams to ensure regulatory compliance and company objectives, stay informed about regulatory developments and industry trends, track and analyze sales performance, and continuously improve processes and controls while mitigating risk.
Skills
Mortgage Brokerage
Client Relationship Management
Sales
Lending Products
Regulatory Compliance
Risk Mitigation
Time Management
Business Development
Wealthsimple
Digital platform for investing and financial management
About Wealthsimple
Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.
Toronto, CanadaHeadquarters
2014Year Founded
$826.6MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees
Benefits
Health Insurance
Life Insurance
401(k) Company Match
401(k) Retirement Plan
Paid Vacation
Unlimited Paid Time Off
Professional Development Budget
Wellness Program
Remote Work Options
Paid Holidays
Risks
Increased competition from zero-commission brokers could erode Wealthsimple's market share.
Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.
Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.
Differentiation
Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.
The company provides a seamless platform for investing, trading, saving, and tax filing.
Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.
Upsides
Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.
The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.
Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.
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