Description Du Poste
Location : Delta, Colombie-Britannique, Canada
Hours : 37.5 h / week
Sector : Services bancaires personnels et commerciaux
Remuneration : $0.00 - $0.00 CAD (commission eligible)
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, and Commercial segments.
- 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.
- 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 maintain a sound knowledge of products.
- 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.
Qualifications
Undergraduate degree or community college diploma preferred.Minimum 3 years of experience in a client‑facing, sales or relationship‑focused role.Proven ability to build strong client relationships and identify cross‑sell opportunities.Excellent communication and presentation skills.Strong analytical skills and a customer‑first mindset.Benefits & Growth
TD offers a comprehensive compensation package, including base salary, variable pay, and a range of benefits such as health, retirement plans, paid leave, employee savings plans, and discounts. The organization is committed to supporting career development through training, mentorship, and leadership programs.
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