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Mobile Mortgage Specialist
Mobile Mortgage SpecialistTD Securities • Edmonton, Division No. 11, CA
Mobile Mortgage Specialist

Mobile Mortgage Specialist

TD Securities • Edmonton, Division No. 11, CA
21 days ago
Job type
  • Full-time
Job description

Mobile Mortgage Specialist

TD Securities invites applications for the Mobile Mortgage Specialist position in Edmonton, Alberta, Canada.

Work Location

Edmonton, Alberta, Canada

Hours

37.5 hours per week

Line of Business

Personal & Commercial Banking

Pay Details

$0.00 - $0.00 CAD (commission based earnings available). Base pay may vary based on skills, experience, location, and business needs.

Job Description

As a Mobile Mortgage Specialist, you will provide exceptional customer service and drive mortgage sales through on‑site visits using mobile technology.

Customer

  • Identify client life and financial goals, potential barriers, provide recommendations, and manage ongoing relationships.
  • Refer clients to internal partners across Wealth, Retail, Small Business Banking, and Commercial channels.
  • Conduct comprehensive reviews of clients’ financial circumstances and create long‑term relationships by providing financial planning expertise.
  • Deliver a legendary customer experience and a positive first impression in sales, service, and informational conversations.
  • Offer sound advice and seek ways to improve the overall customer experience.
  • Support ONE TD by referring customers to internal Bank partners as appropriate.
  • Possess comprehensive knowledge of the real estate market, mortgage lending offers, and economic trends.
  • Obtain expert knowledge of TD mortgage lending products.
  • Handle customer problems professionally, escalating issues to management when necessary.
  • Build 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.

Shareholder

  • Contribute toward sales and business development objectives by meeting or exceeding monthly mortgage product and service targets.
  • Promote TD’s image within the business community through participation in networking events, fundraisers, and community groups.
  • Support compliant reporting and processes, adhering to guidelines from leadership, regulators, and internal auditors.
  • Understand the market and mortgage lending industry within the portfolio to provide value‑added reporting and analysis.
  • Exercise discretion in handling confidential information.
  • Identify and manage risks, escalating high‑risk activities as necessary.
  • Monitor service, productivity, and assess efficiency, implementing continuous process improvements.
  • Maintain compliance with internal policies, regulatory guidelines, and emerging issues.
  • Support a culture of risk management and control.
  • Complete all compliance training and attestations within required timelines.
  • Adhere to Bank and Industry Codes of Conduct.
  • Employee / Team

  • Participate fully as a team member, promoting service, quality, innovation, and teamwork.
  • Support the team by enhancing knowledge, sharing expertise, and participating in knowledge transfer.
  • Stay current on emerging trends and grow business knowledge.
  • Participate actively in performance management, coaching, and professional development.
  • Contribute to a fair and positive working environment that supports diversity.
  • Engage in team meetings, surveys, action planning, and training sessions.
  • Assist others with assigned duties, providing training and coaching as appropriate.
  • Act as a brand ambassador for your business area and the bank.
  • Breadth & Depth

  • Provide business development, customer relationship management, and sales advisory support within the specialist area.
  • Expand knowledge of products, services, and key competitors.
  • Understand key business and customer drivers in context of work.
  • Identify referral opportunities at increasing levels of complexity.
  • Maintain sound knowledge of customer needs, competitive landscape, and market factors.
  • Coordinate activities and timelines across multiple teams.
  • Execute moderately complex sales or account management processes, focusing on feature selling and data gathering.
  • Investigate and analyze alternative solutions based on customer fact patterns.
  • Impact sales achievement of own and related teams.
  • Explain information clearly to customers, clarify unique situations, and coordinate service delivery.
  • Work under management guidance and supervision.
  • Identify and contribute to problem resolution.
  • Report to Manager or above.
  • Experience And / Or Education

  • Undergraduate degree or community college diploma preferred.
  • Minimum of 3 years of experience in a client‑facing, sales or relationship‑focused role.
  • Who We Are

    TD is one of the world's leading global financial institutions and the fifth largest bank in North America. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and worldwide.

    Our Total Rewards Package

    Includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

    Additional Information

    This opportunity is subject to provincial employment regulations as applicable in Canada.

    Colleague Development

    Career, development, and performance conversations with your manager, access to an online learning platform, and mentoring programs will help you unlock future opportunities.

    Training & Onboarding

    We will provide training and onboarding sessions to ensure you have everything needed to succeed in your new role.

    Interview Process

    Selected candidates will be contacted for interview scheduling. Outcomes will be communicated via email or phone call.

    Accommodation

    Accessibility is important to us. Let us know if you require accommodations such as accessible meeting rooms or captioning for virtual interviews.

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    Mortgage Specialist • Edmonton, Division No. 11, CA

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