Mobile Mortgage Specialist

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

Job summary

A leading global financial institution in Regina is seeking a Mobile Mortgage Specialist to enhance client relationships and deliver exceptional customer experience. The ideal candidate will have at least 3 years of experience in a sales-oriented role, strong knowledge of the mortgage market, and a commitment to teamwork and community involvement. This position offers a competitive compensation package and growth opportunities.

Benefits

Health and well-being benefits

Retirement programs

Paid time off

Qualifications

• Minimum 3 years of experience in a client-facing, sales or relationship-focused role.

Responsibilities

• Identify client life and financial goals and provide recommendations.
• Create a legendary customer experience at every interaction.
• Build and exhibit sales skills and credit knowledge.

Skills

Client relationship management

Sales skills

Knowledge of mortgage lending

Problem-solving

Financial planning expertise

Education

Undergraduate degree or community college diploma

Job description

Overview

Join to apply for the Mobile Mortgage Specialist role at TD.

Work Location: Regina, Saskatchewan, Canada

Hours: 37.5

Line Of Business: Personal & Commercial Banking

Pay Details: $0,00 / $0.00 - $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 defining features of the colleague experience at TD. Our base pay offered may vary based on skills, experience, knowledge, location, and business needs. As a candidate, you are encouraged to ask compensation related questions to the recruiter for role-specific details.

Responsibilities

• 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 and deliver a positive “First Impression” by engaging customers in sales, service and informational conversations
• Provide sound advice to customers and contribute to 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, mortgage lending industry offers, 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 and partner effectively within TD’s culture
• Work closely with District Manager to make sales calls and conduct monthly coaching sessions
• Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services
• Promote TD’s image within the business community through leadership in community groups, networking events, initiatives, fundraisers, etc.
• Support the development and implementation of compliant reporting and processes
• Understand market and mortgage lending industry within portfolio to provide value-added reporting and analysis while mitigating risk
• Exercise discretion in managing correspondence and confidential information
• Protect the interests of the organization by identifying and managing risks
• Monitor service, productivity and efficiency; implement continuous improvements
• Adhere to internal policies and regulatory guidelines; stay informed of regulatory developments
• Maintain a culture of risk management and control with effective processes
• Complete all compliance training and attestations within required timelines
• Be knowledgeable of and comply with Bank and Industry Codes of Conduct
• Participate fully as a member of the team, promote service, quality, innovation and teamwork
• Support the team by enhancing knowledge and participating in knowledge transfer
• Keep current on emerging trends and deepen knowledge of the business and tools
• Engage in performance management and development conversations
• Contribute to a fair and positive working environment and participate in team activities
• Assist others with duties, provide training or guidance as appropriate
• Act as a brand ambassador for the business area and the bank
• Provide business development, relationship management and / or sales advisory support within the area of specialty
• Maintain knowledge of products / services, competitors, and key customer drivers
• Identify referral opportunities at increasing levels of complexity
• Coordinate activities across teams to meet customer needs
• Execute moderately complex sales or account management processes
• Analyze possible alternative solutions based on customer data
• Support sales targets and influence related teams
• Explain information clearly to customers and coordinate service standards
• Work under management guidance and supervision
• Identify opportunities to contribute to problem resolution
• Typically reports to a Manager or above

Experience And / Or Education

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

Who We Are

TD is one of the world's leading global financial institutions with a strong presence in Canada and beyond. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Our Total Rewards Package

Our Total Rewards package includes base salary, variable compensation, health and well-being benefits, retirement programs, paid time off, banking benefits, development, and recognition programs.

Additional Information

This job opportunity is subject to provincial regulation for employment purposes. Regulations may vary by province or territory.

Colleague Development

We offer regular development conversations, training programs, mentorship, and a variety of career paths within TD.

Interview Process

We will reach out to candidates of interest to schedule an interview and aim to communicate outcomes by email or phone.

Accommodation

Your accessibility is important. Please request accommodations to participate in the interview process if needed.

We look forward to hearing from you!