Mobile Mortgage Specialist - Pacific Region

Mobile Mortgage Specialist - Pacific Region

Join to apply for the Mobile Mortgage Specialist - Pacific Region role at TD Securities

1 day ago – be among the first 25 applicants.

Work Location: Vancouver, British Columbia, 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.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. TD’s compensation policies and practices are designed to allow colleagues to progress through the salary range over time as they grow in their role. The base pay actually offered may vary based on the candidate’s skills and experience, job‑related knowledge, geographic location, and other business and organizational needs.

As a candidate, you are encouraged to ask compensation‑related questions and have an open dialogue with your recruiter for more specific details.

Customer

• 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, creating long‑term relationships through financial planning expertise and services.
• Create a legendary customer experience at every interaction and deliver a positive “First Impression” through sales, service, and informational conversations.
• Provide sound advice and look for ways to improve the overall customer experience.
• Support ONE TD by identifying and referring customers to internal bank partners as appropriate.
• Possess comprehensive knowledge of the real‑estate market, competitive offers in mortgage lending, and economic trends.
• Proactively obtain expert knowledge of TD mortgage lending products and maintain sound product knowledge.
• Handle customer problems professionally, escalating issues to management when necessary.
• Build and exhibit sales skills and credit knowledge while partnering effectively within TD’s employee‑focused culture.
• Work closely with District Manager to make sales calls and conduct monthly coaching sessions.

Shareholder

• Contribute to achieving sales and business‑development objectives by meeting or exceeding individual monthly sales targets for mortgage products and services.
• Promote TD’s image within the business community via participation and leadership in community groups, professional networking events, fundraisers, etc.
• Support the development and implementation of reporting and processes in a compliant manner, adhering to guidelines set by business unit leadership, internal and external advisors, audit, risk, OSFI, and other governing bodies.
• Understand the mortgage lending industry within the portfolio to provide value‑added reporting and analysis while mitigating risk to the bank.
• Exercise discretion in managing correspondence, information, and all confidentiality matters.
• Protect the organization’s interests by identifying and managing risks, escalating non‑standard, high‑risk activities as necessary.
• Monitor service, productivity, and assess efficiency within the function, implementing continuous process and performance improvements where opportunities exist.
• Adhere to internal policies, procedures, and applicable regulatory guidelines, staying abreast of emerging issues and regulatory changes.
• Maintain a culture of risk management and control supported by effective processes aligned with risk appetite.
• Complete all compliance training and attestations within required timelines.
• Be knowledgeable of and comply with bank and industry codes of conduct.

Employee / Team

• Participate fully as a team member, promoting customer service, quality, innovation, and teamwork; ensure timely communication of issues.
• Support the team by enhancing knowledge and expertise in your area and participating in knowledge transfer within the unit.
• Keep current on emerging trends and developments, growing knowledge of the business and related tools and techniques.
• Actively participate in performance management processes to support personal and…