Mobile Mortgage Specialist - Pacific Region

As a Mortgage Sales Specialist, you will build long‑term relationships with clients, identify and refer them to the right TD Bank partners, and support the achievement of monthly sales targets.

Responsibilities

• Identify client life and financial goals, potential barriers, and provide ongoing relationship and portfolio management.
• Identify and refer clients to appropriate TD partners (Wealth, Retail, Small Business Banking, Commercial).
• Provide comprehensive reviews of clients’ financial circumstances and deliver expert financial planning advice.
• Create a legendary customer experience at every interaction and deliver a positive first impression.
• Provide sound advice, seek opportunities to improve overall customer experience, and support ONE TD by referring customers to internal partners.
• Maintain comprehensive knowledge of the real‑estate market, competitive offers in mortgage lending, and economic trends.
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