Mobile Mortgage Specialist

TD; Greater Sudbury; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading global financial institution is seeking a dedicated individual for a customer-facing role in Sudbury, Ontario. The successful candidate will manage client relationships, contribute to sales targets, and ensure a positive customer experience. This position offers opportunities for professional growth and development within a supportive team environment. Join TD and be part of a company committed to enriching lives through exceptional service and community involvement.

Benefits

Health and wellness benefits

Retirement plans

Paid time off

Career development programs

Qualifications

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

Responsibilities

• Identify client goals and manage ongoing relationships.
• Contribute to sales and business development by meeting mortgage targets.
• Participate actively as a team member, promoting service quality.

Skills

Customer Service

Sales

Relationship Management

Education

Undergraduate degree

Community college diploma

Job description

Work Location:
Sudbury, Ontario, 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.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are key features of the colleague experience at TD. Our policies are designed to allow colleagues to progress through the salary range over time as they advance in their roles. The actual offered base pay may vary based on skills, experience, knowledge, location, and organizational needs.

As a candidate, you are encouraged to ask questions about compensation and discuss details with your recruiter.

Job Description

CUSTOMER

• Identify client goals, potential barriers, provide recommendations, and manage ongoing relationships/portfolios.
• Refer clients to Partners across Wealth, Retail, Small Business Banking, and Commercial sectors.
• Review clients’ financial situations regularly, offering financial planning expertise and ongoing services.
• Create a positive customer experience at every interaction, engaging in sales, service, and informational conversations.
• Provide sound advice and contribute to improving the overall customer experience.
• Support ONE TD by referring customers to internal partners as appropriate.
• Maintain comprehensive knowledge of the real estate market, mortgage lending industry, and economic trends.
• Stay informed about TD mortgage products and industry standards.
• Handle customer issues professionally, escalating when necessary.
• Build sales and credit knowledge, partnering effectively within TD’s culture.
• Work closely with District Managers on sales calls and coaching sessions.

SHAREHOLDER

• Contribute to sales and business development by meeting or exceeding monthly mortgage sales targets.
• Promote TD’s image through community involvement and networking.
• Support compliant reporting and process development, adhering to guidelines and regulations.
• Understand market and industry dynamics to provide value-added insights and mitigate risks.
• Manage confidential information discreetly.
• Identify and escalate risks and non-standard activities.
• Monitor service quality and implement process improvements.
• Comply with policies, procedures, and regulatory requirements.
• Maintain a culture of risk management and complete required training.

EMPLOYEE / TEAM

• Participate actively as a team member, promoting service quality and teamwork.
• Enhance personal knowledge and share expertise within the team.
• Stay updated on industry trends and tools.
• Engage in performance management and professional development.
• Support a diverse and positive work environment.
• Participate in meetings, surveys, and training.
• Assist colleagues and act as a brand ambassador.

Breadth & Depth

• Focus on business development, customer management, and sales advisory within own specialty.
• Expand product and competitor knowledge.
• Understand customer drivers and processes.
• Identify referral opportunities and analyze customer needs and market factors.
• Coordinate activities across teams to meet customer needs.
• Execute sales or account management processes, focusing on features and data gathering.
• Simplify complex information for customers and coordinate service delivery.
• Work under supervision, contributing to problem resolution and reporting to managers.

Experience And / Or Education

• Undergraduate degree or community college diploma preferred.
• Minimum 3 years of client-facing sales or relationship experience.

Who We Are

TD is a leading global financial institution, the fifth largest bank in North America, serving over 27 million households and businesses worldwide. With over 95,000 colleagues, we are committed to being the Better Bank, enriching lives through our services and community involvement.

We prioritize customer experience, innovation, and building capabilities for the future of banking. We support our colleagues’ growth through leadership, development, and training programs, helping you realize your potential.

Our Total Rewards Package

Our Total Rewards include salary, variable compensation, health and wellness benefits, retirement plans, paid time off, discounts, career development, and recognition programs. Learn more

Additional Information

We are dedicated to supporting our colleagues’ success through development, training, and a comprehensive benefits plan. Please note that employment regulations vary by province or territory in Canada.

Colleague Development

We offer career planning, regular reviews, online learning, mentoring, and various growth opportunities aligned with your goals.

Training & Onboarding

We provide training sessions to help you succeed in your new role.

Interview Process

We will contact suitable candidates to schedule interviews and communicate outcomes via email or phone.

Accommodation

We value accessibility. Please inform us if accommodations are needed during the process.

We look forward to hearing from you!

Language Requirement (Quebec Only)

Not applicable.