Mobile Mortgage Specialist

TD; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join TD as a Mobile Mortgage Specialist in Edmonton, where you'll engage with clients to meet their financial goals, manage relationships, and exceed sales targets. This role offers a supportive environment focused on growth and development, backed by a comprehensive rewards package.

Benefits

Health and well-being benefits

Retirement plans

Paid time off

Career development

Recognition programs

Qualifications

• Minimum 3 years of client-facing, sales, or relationship management experience.

Responsibilities

• Identify client financial goals and manage ongoing relationships.
• Meet or exceed sales targets for mortgage products and services.
• Participate actively in team activities and enhance knowledge continuously.

Skills

Customer Relationship Management

Sales

Financial Planning

Education

Minimum 3 years of client-facing experience

Job description

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Join to apply for the Mobile Mortgage Specialist role at TD

Work Location : Edmonton, Alberta, Canada

Line Of Business : Personal & Commercial Banking

This role is eligible for commission-based earnings. TD is committed to fair and equitable compensation opportunities, with growth and skill development as key features of the colleague experience. Compensation may vary based on skills, experience, location, and organizational needs. Candidates are encouraged to discuss compensation details with their recruiter.

Job Description

CUSTOMER

• Identify client financial goals, potential barriers, provide recommendations, and manage ongoing relationships.
• Refer clients to Partners across Wealth, Retail, Small Business Banking, and Commercial.
• Review clients’ financial circumstances regularly, offering financial planning and ongoing services.
• Create a positive customer experience and engage customers in sales, service, and informational conversations.
• Provide sound advice and contribute to improving the customer experience.
• Support ONE TD by referring customers to internal partners as appropriate.
• Maintain comprehensive knowledge of the real estate market, mortgage products, and economic trends.
• Proactively update expertise on TD mortgage products and industry standards.
• Handle customer issues professionally, escalating when necessary.
• Build sales and credit knowledge, working effectively within TD’s culture.
• Collaborate with District Managers for sales calls and coaching.

SHAREHOLDER

• Meet or exceed sales targets for mortgage products and services.
• Promote TD’s image through community involvement and networking.
• Support compliance with policies, regulations, and risk management practices.
• Provide value-added reporting and analysis while mitigating risks.
• Manage confidentiality and protect organizational interests.
• Monitor and improve service and productivity levels.
• Stay updated on regulatory and industry developments.

EMPLOYEE / TEAM

• Participate actively in team activities, communication, and development.
• Enhance knowledge and skills continuously.
• Engage in performance management and coaching.
• Support a diverse, positive work environment.
• Assist colleagues and act as a brand ambassador.

Breadth & Depth

• Focus on business development, customer relationship management, and sales advisory support.
• Expand product and competitor knowledge.
• Identify complex referral opportunities and analyze customer needs.
• Coordinate activities across teams to meet customer needs.
• Conduct moderately complex sales and account management activities.
• Work under management guidance, contributing to problem resolution.

Experience And / Or Education

• Minimum 3 years of client-facing, sales, or relationship management experience.

Who We Are

TD is a leading global financial institution and the fifth-largest bank in North America, serving over 27 million households and businesses worldwide. We are committed to enriching lives through excellent customer experiences and fostering a supportive, innovative work environment.

Our Total Rewards Package

Includes base salary, variable compensation, health and well-being benefits, retirement plans, paid time off, discounts, career development, and recognition programs.

Additional Information

We support colleagues' career growth through development conversations, training, and mentoring. We are committed to accessibility and will provide accommodations upon request.

Colleague Development & Training

Opportunities for growth, ongoing training, and onboarding support are available to help you succeed in your role.

Interview Process & Accommodation

We will contact candidates for interviews and communicate outcomes promptly. Accommodations are available for applicants with accessibility needs.

• Seniority level : Mid-Senior level
• Employment type : Full-time
• Job function : Finance and Sales
• Industry : Banking

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