Full-Time

Mobile Mortgage Specialist

Posted on 2/7/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

No salary listed

Mid

Edmonton, AB, Canada

Category
Real Estate
Real Estate Finance
Real Estate Sales
Required Skills
Sales
Requirements
  • Possess comprehensive knowledge of the real estate market, competitive offers in mortgage lending industry, and economic trends
  • Proactively obtain expert knowledge of TD mortgage lending products and sound knowledge of products
  • Minimum 3 years of experience working directly in a client facing, sales or relationship focused role
  • Undergraduate degree or community college diploma preferred
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 a range of sales, service and informational conversations
  • Provide sound advice to customers and look for ways to contribute to the ongoing improvement of the overall customer experience
  • Support ONE TD by identifying and referring customers to internal Bank partners as appropriate
  • 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 employee-focused 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
  • Proactively promote TD’s image within the business community through participation and leadership in community business groups, professional networking events, initiatives, fundraisers, etc.

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities. Key services include building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. TD Bank differentiates itself by focusing on personalized, goals-based financial planning rather than just numerical assessments, ensuring that clients receive tailored advice that evolves with their needs.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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