Mortgage Advisor — Client Goals & Growth

TD; Vancouver; On-site; CAD 60,000 - 90,000; Full time

Job summary

TD in Vancouver, BC, is seeking a results-driven Client Relationship Specialist within Personal & Commercial Banking. You will identify client life goals, provide tailored recommendations, manage portfolios, and collaborate with internal partners to deliver comprehensive financial solutions.

As a frontline advisor, you will nurture long-term client relationships, conduct regular reviews, and strive to exceed sales and service targets while ensuring a legendary customer experience at every

Qualifications

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

Responsibilities

• Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management.
• Identify opportunities to refer clients to Partners 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 a range of sales, service and informational conversations.

Skills

Client relationship management

Sales advisory

Financial knowledge

Education

Undergraduate degree or community college diploma

Job description

TD in Vancouver, BC, is seeking a results-driven Client Relationship Specialist within Personal & Commercial Banking. You will identify client life goals, provide tailored recommendations, manage portfolios, and collaborate with internal partners to deliver comprehensive financial solutions.

As a frontline advisor, you will nurture long-term client relationships, conduct regular reviews, and strive to exceed sales and service targets while ensuring a legendary customer experience at every