Mobile Mortgage Specialist (Finance)

TL;DR

Mobile Mortgage Specialist (Finance): Obtaining residential mortgage business and managing client relationships with an accent on business development and partner networking. Focus on building a business pipeline through realtors and builders, providing financial planning expertise, and meeting monthly sales targets.

Location: Remote, must be based in Edmonton, Alberta, Canada

Compensation: Eligible for commission based earnings

Company

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.

What you will do

• Obtain residential mortgage business and integrate customers into the TD branch network.
• Develop mortgage development initiatives to target referrals from realtors, builders, and financial planners.
• Provide ongoing comprehensive reviews of clients’ financial circumstances and offer financial planning expertise.
• Meet or exceed individual monthly sales targets for mortgage products and services.
• Refer clients to internal Bank partners across Wealth, Retail, Small Business, and Commercial banking.
• Promote TD’s image within the business community through networking and community leadership.

Requirements

• Minimum 3 years of experience working directly in a client facing, sales or relationship focused role.
• Undergraduate degree or community college diploma preferred.
• Comprehensive knowledge of the real estate market, competitive mortgage offers, and economic trends.
• Must be based in Edmonton, Alberta, Canada.

Culture & Benefits

• Total Rewards package including base salary, variable compensation, and banking discounts.
• Health and well-being benefits, savings, and retirement programs.
• Paid time off and professional development opportunities.
• Access to an online learning platform and various mentoring programs.
• Inclusive environment supporting a diverse workforce.

Hiring process

• Interviews with selected candidates of interest.
• Outcomes communicated via email or phone.