Mobile Mortgage Specialist

TD Bank

Kelowna, Canada
Base: $0.00 - $0.00 cad; bonus/equity: commission ...
Client relationship management
Sales and service conversations
Mortgage lending products knowledge
Identify client life and financial goals, provide recommendations, and ongoing relationship management

Job Summary

  • Identify client life and financial goals, provide recommendations, and ongoing relationship management.
  • Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets.
  • Participate fully as a member of the team, promote service to the business, quality, innovation and teamwork.

Matching Summary

Identify client life and financial goals, provide recommendations, and ongoing relationship management.

Salary

Base: $0.00 - $0.00 CAD; Bonus/Equity: Commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Sales and service conversations
  • Mortgage lending products knowledge
  • Real estate market knowledge
  • Risk management and control

Nice-to-have

  • Financial planning expertise
  • Community business group participation
  • Teamwork and collaboration
  • Continuous process improvements

Key Requirements

  • Minimum 3 years client facing experience
  • Undergraduate degree or diploma preferred

Work Rights

Not specified

Tailored Resume

Cover Letter