Mobile Mortgage Specialist

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Mobile Mortgage Specialist

Apply remote type Remote locations Prince George, British Columbia time type Full time posted on Posted Yesterday time left to apply End Date: April 30, 2025 (30+ days left to apply) job requisition id R_1405343

Work Location: Prince George, British Columbia, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: $0.00 - $0.00 CAD. This role is eligible for commission based earnings.

Job Description:

CUSTOMER

• Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
• Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)
• Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
• Create a legendary customer experience at every interaction
• Provide sound advice to customers and look for ways to contribute to the ongoing improvement of the overall customer experience
• Support ONE TD by identifying and referring customers to internal Bank partners as appropriate
• Possess comprehensive knowledge of the real estate market, competitive offers in mortgage lending industry, and economic trends
• Proactively obtain expert knowledge of TD mortgage lending products
• Ensure customer problems are handled professionally, escalating issues to management when necessary
• Build and exhibit sales skills and credit knowledge
• Work closely with District Manager to make sales calls and conduct monthly coaching sessions

SHAREHOLDER

• Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services
• Proactively promote TD’s image within the business community through participation and leadership in community business groups
• Support the development and implementation of reporting and processes in a compliant manner
• Understand the market and mortgage lending industry within portfolio
• Monitor service, productivity and assess efficiency levels within own function
• Adhere to internal policies/procedures and applicable regulatory guidelines
• Complete all compliance training and attestations within required timelines

EMPLOYEE / TEAM

• Participate fully as a member of the team, promote service to the business, quality, innovation and teamwork
• Support the team by continuously enhancing knowledge/ expertise in own area
• Keep current on emerging trends/ developments
• Actively participate in the performance management process
• Contribute to a fair and positive working environment that supports a diverse workforce

BREADTH & DEPTH:

• Professional role with a focus on providing business development, customer relationship management and/or sales advisory support
• Requires expanded knowledge of products/services and key competitors
• Identifies referral opportunities at increasing levels of complexity
• Work performed under management guidance and supervision

EXPERIENCE AND / OR EDUCATION

• Undergraduate degree or community college diploma preferred
• Minimum 3 years of experience working directly in a client facing, sales or relationship focused role

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!