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investment representative
Title posted on CareerBeacon - Mobile Mortgage Specialist
Posted on November 17, 2024 by Employer details TD Bank
Job details
Work Location:Coquitlam, British Columbia, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:0 - 0 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:CUSTOMERIdentify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio managementRequires broad general knowledge of all other products in order to identify cross-sell opportunities and/or refer customer to internal Bank partnersProvide 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 conversationsProvide sound advice to customers and look for ways to contribute to the ongoing improvement of the overall customer experienceUnderstand the market and mortgage lending industry within portfolio, to ensure value-added reporting and analysis is provided to your team and partners while mitigating risk to the BankProactively obtain expert knowledge of TD mortgage lending products and sound knowledge of productsEnsure customer problems are handled professionally, escalating issues to management when necessaryRefers business to One TD PartnersBuild and exhibit sales skills and credit knowledge and partner effectively within TD's employee-focused cultureWork closely with District Manager to make sales calls and conduct monthly coaching sessionsSHAREHOLDERContribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of home financing products, investments and servicesProactively promote TD's image within the business community through participation and leadership in community business groups, professional networking events, initiatives, fundraisers, etc.Support the development and implementation of reporting and processes in a compliant manner, adhering to guidelines established by business unit leadership, internal and external advisors, Audit, Risk, OSFI, and other governing bodiesUnderstand the market and/or mortgage lending industry within portfolio, to ensure value-added reporting and analysis is provided to your team and partners while mitigating risk to the BankConsistently exercise discretion in managing correspondence, information and all matters of confidentialityProtect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk activities as necessaryMonitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities existAdhere to internal policies/procedures and applicable regulatory guidelines and keep abreast of emerging issues, trends and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteComplete all compliance training and attestations within required timelinesBe knowledgeable of and comply with Bank and Industry Codes of ConductEMPLOYEE / TEAMParticipate fully as a member of the team, promote service to the busin- LocationCoquitlam, BC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2110781
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