Ratehub.ca

• Manage leads and provide quotes to prospective clients in a timely manner. • Generate new business through existing networks and given leads. • Excellent interpersonal skills, ability to quickly build trust and effectively understand customers’ needs and requirements, must be strong in closing and meeting sales target. • Identify opportunities to drive customer value with cross selling/up selling. • Recommend and explain coverages based on individual customer needs. • Adhere to underwriting criteria set out by broker partners.

• Own the product strategy for the Everyday Banking portfolio (including cards, chequing, savings, investments, and loans), translating market data and user insights into a high-growth vision. • Set the vision for AI-driven personalization that anticipates user needs and surfaces the right products and guidance. • Drive roadmap alignment and prioritization discussions with executive leadership, securing buy-in on critical trade-offs. • Develop deep expertise in fintech trends, competitor movements, and open banking to identify new market opportunities. • Translate strategy into clear product requirements, defining scope, success criteria, and edge cases for the cross-functional pod comprising engineering, design, and QA. • Lead the pod through backlog sequencing, scrum ceremonies, and end-to-end delivery. • Make high-judgment trade-offs across scope, technical scalability, and timelines, backed by data. • Define success metrics and establish reporting to evaluate product performance, surface insights, and communicate results to leadership. • Optimize delivery processes and prioritization frameworks to reduce friction, mitigate risk, and accelerate team velocity. • Orchestrate end-to-end GTM plans across operational readiness, marketing alignment, and launch execution. • Optimize user funnels, transforming user research and A/B testing data into opportunities that improve conversion and maximize revenue. • Partner with marketing and content teams to build high-converting web experiences that strengthen SEO, GEO, and landing page performance.

• Taking inbound leads, online, or by phone, converting them to closed mortgage applications, with the support of the Documents Fulfillment Team. • Ensure a smooth mortgage application process for clients, provide insight and thought to continuously improve the customer experience, handling customer complaints, should they arise.

• Own the month-end, quarter-end, and year-end close across all entities. • Prepare accurate, timely consolidated financial statements in accordance with IFRS. • Maintain the general ledger and oversee all core accounting cycles. • Own revenue recognition across diverse models. • Coordinate annual audits and manage relationships with external auditors. • Develop, implement, and maintain strong internal controls and accounting policies. • Ensure compliance with regulatory, tax, and statutory reporting requirements. • Partner with business-line leaders to provide financial insight. • Support budgeting, forecasting, and long-range planning. • Drive automation and continuous improvement across finance operations. • Lead, mentor, and develop the accounting and finance team.

• Serve as Ratehub's primary subject matter expert for mortgages and real estate, representing the brand in media opportunities; support the Communications team with expert commentary, data points, and timely insights for media pitches and press opportunities • Bring on-camera and on-mic presence to video content and media interviews; comfort in front of a camera is a strong asset • Strengthen Ratehub's authority in the mortgage space by producing/writing exceptional, accurate, and timely original content across formats including media contributions, landing pages, blog posts, newsletters, videos, and social media • Develop content that provides unique analysis and insights and reflects current market conditions, rate movements, and consumer needs — not just evergreen education • Liaise regularly with Ratehub's mortgage brokerage team to stay current on rate trends, lender strategy, and market shifts, and translate those insights into timely content updates • Maintain and refresh existing content on an ongoing basis — including blogs, FAQs, and landing pages — leveraging internal resources and freelancers where appropriate • Incorporate SEO and GEO best practices into all content, with particular rigour on landing pages and high-traffic pages • Set, document, and uphold Ratehub's editorial voice and style standards across all formats, channels, and contributors • Establish and maintain editorial policies, workflows, and governance frameworks that scale across staff writers, freelancers, and cross-functional contributors • Own and manage the editorial and social media calendar, balancing timely rate and market coverage with long-term content strategy and ensuring that all published content meets accuracy, compliance, and regulatory standards relevant to Canadian financial products • Review, edit, and approve work from writers, freelancers, and subject matter experts to maintain a consistently high editorial bar • Develop and maintain deep expertise in Canadian personal finance — mortgage rates, insurance, credit cards, banking, and investing — to provide credible editorial oversight • Own content QA processes, including fact-checking, link auditing, structural reviews, and scheduled content refreshes • Use performance data — organic traffic, keyword rankings,GEO metrics, engagement, and conversion signals — to inform editorial priorities and identify content gaps • Brief, onboard, and manage freelance contributors, including scope definition, quality oversight, and feedback • Collaborate cross-functionally with product, design, marketing, and data teams to ensure content reflects live product and rate information accurately • Serve as the lead on sponsored content production, acting as the primary point of contact between the external partnership team and the content team

• Serve as Ratehub's primary subject matter expert for mortgages and real estate, representing the brand in media opportunities • Support the Communications team with expert commentary, data points, and timely insights for media pitches and press opportunities • Bring on-camera and on-mic presence to video content and media interviews; comfort in front of a camera is a strong asset • Strengthen Ratehub's authority in the mortgage space by producing/writing exceptional, accurate, and timely original content across formats including media contributions, landing pages, blog posts, newsletters, videos, and social media • Develop content that provides unique analysis and insights and reflects current market conditions, rate movements, and consumer needs — not just evergreen education • Liaise regularly with Ratehub's mortgage brokerage team to stay current on rate trends, lender strategy, and market shifts, and translate those insights into timely content updates • Maintain and refresh existing content on an ongoing basis — including blogs, FAQs, and landing pages — leveraging internal resources and freelancers where appropriate • Incorporate SEO and GEO best practices into all content, with particular rigour on landing pages and high-traffic pages • Set, document, and uphold Ratehub's editorial voice and style standards across all formats, channels, and contributors • Establish and maintain editorial policies, workflows, and governance frameworks that scale across staff writers, freelancers, and cross-functional contributors • Own and manage the editorial and social media calendar, balancing timely rate and market coverage with long-term content strategy and ensuring that all published content meets accuracy, compliance, and regulatory standards relevant to Canadian financial products. • Review, edit, and approve work from writers, freelancers, and subject matter experts to maintain a consistently high editorial bar • Develop and maintain deep expertise in Canadian personal finance — mortgage rates, insurance, credit cards, banking, and investing — to provide credible editorial oversight • Own content QA processes, including fact-checking, link auditing, structural reviews, and scheduled content refreshes • Use performance data — organic traffic, keyword rankings,GEO metrics, engagement, and conversion signals — to inform editorial priorities and identify content gaps • Brief, onboard, and manage freelance contributors, including scope definition, quality oversight, and feedback • Collaborate cross-functionally with product, design, marketing, and data teams to ensure content reflects live product and rate information accurately • Serve as the lead on sponsored content production, acting as the primary point of contact between the external partnership team and the content team.

• Provide quality customer service and professional expert advice to clients • Proactively conduct renewal reviews to ensure customer retention targets are met • Handle outbound calls to existing clients for renewal review as necessary • Liaison with insurers, building and maintaining relationships • Administer, support and complete policy changes within our company partner’s portals and websites • Review policies and make recommendations as required • Adhere to the underwriting criteria set out by our broker partners • Coordinate and follow up on client documents • Respond to incoming calls and service customer needs • Give claims advice to clients, report claims, follow up on claims • Strong Ability to multitask, prioritize, and manage time effectively

• Own the end-to-end editorial process, ensuring every piece of content meets MoneySense’s high standards for accuracy, independence, and authority. • Rethink the editorial calendar to reflect shifts in consumer behavior, prioritizing high-value, expert-led content that goes beyond simple search queries. • Recruit, brief, and manage a roster of freelance contributors and vetted financial professionals (CFPs, tax experts, etc.) for quotes, columns, and the "Ask MoneySense" franchise. • Assign and edit content optimized for both traditional search (SEO) and generative engines (GEO), prioritizing proprietary data, original reporting, and expert insight that AI cannot replicate. • Produce data-led stories by combining Canadian public datasets (StatsCan, CMHC, Bank of Canada) with Ratehub’s proprietary data to generate unique financial insights. • Lead reactive coverage for major financial events (e.g., Bank of Canada rate decisions), ensuring expert-led analysis is published and distributed within hours of an announcement. • Develop reporting formats that feature real Canadians and expert commentary (e.g., financial profiles and annotated case studies) that go deeper than anything AI can generate. • Manage the update cycle for "Best of" guides and cornerstone content to ensure they remain accurate, competitive, and relevant for readers. • Monitor performance metrics across Google Analytics, SEMrush, and other tools to identify shifts in how readers discover and interact with our content. • Use data insights to optimize content, improving discoverability and the reader journey from first touchpoint to financial decision. • Guide social media and newsletter distribution strategies, ensuring content is packaged effectively to drive audience retention and direct engagement. • Oversee digital publishing workflows to ensure content is formatted and distributed in adherence to brand standards across all platforms. • Work with product and engineering on interactive tools and content experiences that create reasons to visit and return to MoneySense.ca. • Collaborate with sales on branded content and sponsorship packages while maintaining editorial independence.

• Provide quality customer service and professional expert advice to clients • Proactively conduct renewal reviews to ensure customer retention targets are met • Handle outbound calls to existing clients for renewal review as necessary • Liaison with insurers, building and maintaining relationships • Administer, support and complete policy changes within our company partner’s portals and websites • Review policies and make recommendations as required • Adhere to the underwriting criteria set out by our broker partners • Coordinate and follow up on client documents • Respond to incoming calls and service customer needs • Give claims advice to clients, report claims, follow up on claims

• Provide quality customer service and professional expert advice to clients • Proactively conduct renewal reviews to ensure customer retention targets are met • Handle outbound calls to existing clients for renewal review as necessary • Liaison with insurers, building and maintaining relationships • Administer, support and complete policy changes within our company partner’s portals and websites • Review policies and make recommendations as required • Adhere to the underwriting criteria set out by our broker partners • Coordinate and follow up on client documents • Respond to incoming calls and service customer needs • Give claims advice to clients, report claims, follow up on claims • Strong Ability to multitask, prioritize, and manage time effectively