Mobile Mortgage Specialist - Central Region

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

Job summary

Join a leading financial institution as a Mobile Mortgage Specialist, focusing on client relationship management and sales. In this role, you'll identify client needs, provide tailored financial advice, and foster long-term relationships. You will also collaborate with internal partners to enhance customer experiences and meet sales targets. If you have a passion for customer service and a solid understanding of mortgage products, this is the perfect opportunity for you.

Qualifications

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

Responsibilities

• Identify client goals and manage relationships.
• Meet or exceed sales targets for mortgage products.
• Create exceptional customer experiences.

Skills

Client Relationship Management

Sales

Financial Planning

Customer Service

Knowledge of Mortgage Products

Education

3 years of client-facing experience

Job description

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

6 days ago Be among the first 25 applicants.

0.00 - 0.00 CAD

• Identify client life and financial goals, potential barriers, provide recommendations, and manage ongoing relationships / portfolios.
• Identify opportunities to refer clients to Partners across Wealth, Retail, Small Business Banking, and Commercial sectors.
• Provide comprehensive reviews of clients’ financial circumstances and foster long-term relationships through financial planning 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.
• Offer sound advice and contribute to continuous improvement of the customer experience.
• Support ONE TD by referring customers to internal Bank partners as appropriate.
• Possess knowledge of the real estate market, mortgage lending industry offers, and economic trends.
• Proactively deepen expertise in TD mortgage products and maintain sound product knowledge.
• Handle customer issues professionally and escalate when necessary.
• Develop sales and credit knowledge and collaborate effectively within TD’s culture.
• Work closely with District Manager on sales calls and coaching sessions.

37.5 hours / week

CUSTOMER

• Identify client goals, provide recommendations, and manage relationships.
• Refer clients to Partners across various banking sectors.
• Review clients’ financial situations and develop long-term relationships.
• Create exceptional customer experiences and positive first impressions.
• Provide advice and support ongoing service improvements.
• Refer customers to internal partners as needed.
• Maintain knowledge of real estate, mortgage offers, and economic trends.
• Deepen knowledge of TD mortgage products.
• Address customer issues professionally and escalate when necessary.
• Build sales and credit skills, collaborate within TD culture.
• Work with District Manager on sales and coaching.

SHAREHOLDER

• Meet or exceed sales targets for mortgage products.
• Promote TD’s image in the community through participation and leadership.
• Ensure compliance with reporting, policies, and regulatory guidelines.
• Manage risks and protect organizational interests.
• Monitor service levels and implement improvements.
• Maintain confidentiality and exercise discretion.
• Follow internal policies and stay informed of industry trends.

EMPLOYEE / TEAM

• Participate actively as a team member, promote service, quality, and teamwork.
• Enhance personal knowledge and support team knowledge sharing.
• Stay current 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 and client relationship support.
• Expand product and competitor knowledge.
• Understand key drivers and processes.
• Identify referral opportunities and analyze customer needs.
• Coordinate activities across teams.
• Execute sales processes and analyze solutions.
• Impact sales achievement and simplify customer communication.
• Report to management and contribute to problem-solving.

Experience And / Or Education

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

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