Mortgage Advisor — Client Goals & Growth

TD; Vancouver; Sur place; CAD 60 000 - 90 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client relationship management

Sales advisory

Financial knowledge

Formation

Undergraduate degree or community college diploma

Description du poste

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