Mobile Mortgage Specialist

TD; Toronto; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player seeks a Mobile Mortgage Specialist to enhance customer experiences and drive sales growth. In this dynamic role, you will identify client financial goals, manage relationships, and provide expert advice on mortgage products. With a commitment to professional development and a supportive work environment, you will thrive in a culture that values innovation and teamwork. Join a leading financial institution dedicated to customer satisfaction and community engagement, where your contributions will make a significant impact.

Benefits

Health and Well-being Benefits

Retirement Plans

Paid Time Off

Employee Discounts

Recognition Programs

Qualifications

• 3+ years of experience in client-facing sales or relationship roles.
• Strong knowledge of mortgage products and financial planning.

Responsibilities

• Identify client financial goals and provide tailored recommendations.
• Achieve sales targets and promote TD’s brand in the community.

Skills

Sales Skills

Customer Relationship Management

Financial Planning

Market Knowledge

Education

Undergraduate Degree

Community College Diploma

Job description

Join to apply for the Mobile Mortgage Specialist role at TD

Work Location:

Toronto, 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 plus base pay, which depends on local minimum wage. TD is committed to fair and equitable compensation, with opportunities for growth and skill development. The actual offered base pay may vary based on skills, experience, location, and organizational needs. Candidates are encouraged to discuss compensation with recruiters.

Job Description

CUSTOMER

• Identify client financial goals, potential barriers, and provide recommendations, maintaining ongoing relationship/portfolio management.
• Refer clients to Partners across Wealth, Retail, Small Business Banking, and Commercial sectors.
• Conduct comprehensive reviews of clients' financial situations, fostering long-term relationships through financial planning and ongoing services.
• Create a positive customer experience at every interaction, engaging in sales, service, and informational conversations.
• Provide sound advice, contribute to improving customer experience, and support ONE TD by referring clients internally.
• Maintain knowledge of the real estate market, mortgage lending industry, and economic trends.
• Proactively learn about TD mortgage products and ensure professional handling of customer issues, escalating when necessary.
• Develop sales skills, credit knowledge, and collaborate within TD’s culture, working closely with District Managers.

SHAREHOLDER

• Achieve sales and business development targets, exceeding monthly mortgage sales goals.
• Promote TD’s brand in the community through participation in local business groups and events.
• Support reporting and process development in compliance with policies and regulations.
• Understand market and industry trends to provide value-added reporting and mitigate risks.
• Manage confidential information discreetly, identify risks, and ensure compliance with policies and regulations.
• Monitor team performance, suggest improvements, and uphold a risk-aware culture.
• Complete required compliance training and adhere to conduct codes.

EMPLOYEE / TEAM

• Participate actively in team activities, support service excellence, and communicate effectively.
• Enhance personal knowledge, participate in performance reviews, and support a diverse, positive work environment.
• Assist colleagues, provide training and coaching, and act as a brand ambassador.

Breadth & Depth

• Focus on business development, customer relationship management, and sales advisory within a specialty area.
• Require expanded product knowledge and understanding of competitors and market drivers.
• Coordinate across teams to meet customer needs and execute sales processes, analyzing solutions based on customer data.
• Report to a manager or above, with responsibilities impacting team sales achievement and service standards.

Experience And / Or Education

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

Who We Are

TD is a leading global financial institution, the fifth largest bank in North America, serving over 27 million households and businesses. We are committed to customer experience, innovation, and supporting our colleagues’ growth through development programs and career opportunities.

Our Total Rewards Package

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

Additional Information

We support accessibility and encourage candidates to request accommodations. Our hiring process involves regular communication and onboarding support. We promote a culture of continuous learning and professional growth.