Mobile Mortgage Specialist

1 week ago

Courtenay, Canada TD Bank Full time

**Work Location**:
Courtenay, British Columbia, Canada

**Hours**:
37.5

**Line of Business**:
Personal & Commercial Banking

**Pay Details**:
$0.00 - $0.00 CAD

This role is eligible for commission based earnings.

**CUSTOMER**
- Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
- Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)
- 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 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

**SHAREHOLDER**
- Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services
- Proactively 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 bodies
- Understand 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 Bank
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality
- Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk activities as necessary
- Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist
- Adhere to internal policies/procedures and applicable regulatory guidelines and keep abreast of emerging issues, trends and evolving regulatory requirements and assess potential impacts
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Complete all compliance training and attestations within required timelines
- Be knowledgeable of and comply with Bank and Industry Codes of Conduct

**EMPLOYEE / TEAM**
- Participate fully as a member of the team, promote service to the business, quality, innovation and teamwork and ensure timely communication of issues / points of interest
- Support the team by continuously enhancing knowledge/ expertise in own area and participate in knowledge transfer within the team and business unit
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
- Contribute to a fair and positive working environment that supports a diverse workforce
- Participate in team meetings, employee surveys, action planning, and training sessions
- Contribute to the success of the team by willingly assisting others in the completion of assigned duties, provide training, coaching and/or guidance as appropriate.
- Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

**BREADTH & DEPTH**:

- Professional role with a focus on providing business development, customer relationship management and/ or sales advisory support within their own area of specialty
- Requires expanded knowledge of products/services and key competitors
- Understands key business and customer drivers and processes in the context of own work
- Identifies referral opportunities at increasing levels of complexity
- Sound knowledge of assigned customers’ needs, the competitive landscape and broader market factors
- Coordinates activities and timelines across multiple teams to ensure customer needs are met
- Executes a modera

  • Mobile Mortgage Specialist

    1 month ago

    Courtenay, Canada First Credit Union Full time

    Work Term: Permanent - Work Language: English - Hours: 35 hours per week - Education: Secondary (high) school graduation certificate - Experience: 3 years to less than 5 years - **Work setting**: - Credit union - Financial institution - ** Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt...

  • Mortgage Specialist

    4 weeks ago

    Courtenay, British Columbia, Canada First Credit Union Full time

    Job SummaryWe are seeking a highly skilled Mortgage Specialist to join our team at First Credit Union. In this role, you will be responsible for originating and processing mortgage loans from application to closing.About the RoleThis is an exciting opportunity for a motivated individual to work in a fast-paced environment, where no two days are ever the...

  • Mortgage Specialist

    7 months ago

    Courtenay, Canada BMO Financial Group Full time

    585 England Avenue Courtenay British Columbia,V9N 2N2 Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and...

  • Tech Specialist

    7 months ago

    Courtenay, Canada London Drugs Limited Full time

    **Now hiring for TECH Specialist** Are you passionate about learning? Do your friends and family members always ask you for tech advice? Are you up-to-date with the latest Computer, Audio/Video and Photo/Electronics trends and products? Do you like meeting new people, and helping them understand this ever changing world of technology? If so, you could be...

  • Automotive Detailing Specialist

    2 weeks ago

    Courtenay, British Columbia, Canada Enterprise Mobility Full time

    Job SummaryWe are seeking an experienced Automotive Detailing Specialist to join our team at Enterprise Mobility. As a key member of our operations, you will be responsible for ensuring the highest standards of cleanliness in our fleet of vehicles.About UsEnterprise Mobility operates the Enterprise Rent-A-Car, National Car Rental, and Alamo car rental...

  • Customer Relationship Specialist

    6 months ago

    Courtenay, Canada Mackenzie Gartside & Associates - Select Mortgage Full time

    As our Client Relationship Specialist, you’ll be a key player in our organization, responsible for cultivating love and appreciation with every interaction. You will focus on generating new business and referrals from our existing databases and social media platforms, looking for opportunities to leave a positive and lasting impression, ensuring a...

  • Auto Mobile Associate

    4 months ago

    Courtenay, Canada HUB International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...

  • Auto Mobile Associate

    6 months ago

    Courtenay, Canada HUB International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...

  • Photo Lab Specialist

    7 months ago

    Courtenay, Canada London Drugs Limited Full time

    Not just a job a community a partnership a team You’ll experience them all at London Drugs. As one of Canada’s fastest-growing and most successful retail chains, we know what it takes to build a satisfying career. We are seeking innovative, customer focused people to join our team! We currently have opportunities for: **Photo Lab Specialist** The...

  • Client Care Specialist

    2 months ago

    Courtenay, British Columbia, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a highly skilled Client Care Specialist to join our team at beBee Professionals. In this role, you will provide essential care to clients in Courtenay, Canada, assisting them with daily living activities and promoting their independence.Key Responsibilities:Assist clients with personal care, including hygiene, dressing, and mobility.Provide...

  • Automotive Detailing Specialist

    5 days ago

    Courtenay, British Columbia, Canada Enterprise Mobility Full time

    Overview of Enterprise MobilityWe are seeking a highly motivated and detail-oriented individual to join our team as an Automotive Detailing Specialist. This part-time position offers a competitive hourly rate of $18.50 and is located at one of our Comox, BC locations.Benefits and PerksEmployee discount on rental servicesRetirement Savings Plan with company...

  • Product Presentation Specialist in Retail Stores

    4 weeks ago

    Courtenay, North Dakota, Canada RDTS Full time

    Job DescriptionWe are seeking a Product Presentation Specialist to join our team in Courtenay, BC. This part-time role involves representing various suppliers' products in big-box stores across your territory.Schedule and TerritoryExpect to work approximately 5-10 hours a week, with flexible hours from Monday to Friday. Your territory includes Courtenay,...

  • Building Insurance Specialist

    4 weeks ago

    Courtenay, British Columbia, Canada BCAA Full time

    About the RoleWe are seeking a highly motivated Building Insurance Specialist to join our team in Courtenay.Your primary responsibility will be to help customers select the right mix of insurance products and services to meet their life's events and future needs. This role is perfect for someone who enjoys building strong, trusting client relationships and...

  • Clinical Support Specialist

    1 day ago

    Courtenay, British Columbia, Canada LifeLabs Full time

    Careers at LifeLabs: Join us in our mission to empower healthier Canadians through innovative diagnostic services!We are committed to creating a collaborative and supportive environment where our team members can thrive. As a Mobile Laboratory Assistant, you will be part of our dedicated team, working closely with doctors and facility staff to provide...

  • Community Safety Specialist

    3 weeks ago

    Courtenay, British Columbia, Canada JTF Security Full time

    We are a leading licensed, insured and bonded Canadian security services company based in British Columbia. Our team of dedicated professionals provides a variety of security guard services, including festivals, special events, loss prevention, mobile patrol, community outreach, asset protection, and more.Job DetailsJTF Security is seeking passionate and...

  • Business Development Financial Advisor

    3 weeks ago

    Courtenay, British Columbia, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly motivated and experienced Business Development Financial Advisor to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with high-value small business clients, providing them with tailored financial advice to meet their needs.In this role,...

  • Personal Care Specialist

    3 months ago

    Courtenay, British Columbia, Canada beBee Professionals Full time $30,000 - $45,000

    Job SummaryWe are seeking a compassionate Personal Support Worker to provide essential care to clients in Courtenay, Canada. As a key member of our team at beBee Professionals, you will play a vital role in enhancing the quality of life and promoting independence for our clients.Key ResponsibilitiesAssist clients with personal hygiene, dressing, and...

  • Insurance Career Development Specialist

    2 weeks ago

    Courtenay, British Columbia, Canada BCAA Full time

    Insurance Advisor JobWe are seeking a highly skilled Insurance Advisor to join our team in Courtenay, BC. As an Insurance Advisor, you will play a vital role in helping our customers select the right mix of insurance products and services to meet their life's events and future needs.About UsBCAA is a purpose-led organization that maximizes Member value while...

  • Assistant Emergency Management Technology and

    3 days ago

    Courtenay, Canada Holistic Emergency Preparedness and Response LTD Full time

    **_Holistic Emergency _Preparedness & Response_** **Position title**:Assistant Emergency Management Technology and Equipment Specialist **Location**:Courtenay, BC **Employment Type**:Full Time **Closing Date**:Until position is filled **Hourly Wages**:$25.00-$29.50 (Based on Qualifications) **Job Summary** **Responsibilities**: Build/assembly of...

  • Client Care Coordinator

    3 days ago

    Courtenay, Canada Motion LP Full time

    Hello, it’s a new day and it’s time to answer the call to elevate your career and make life accessible for all. **Our purpose is to make life accessible** Our compassion and knowledge set us apart. With kindness and expertise, we support individuals by delivering the right mobility, accessibility, personal care, and daily living solutions. We believe...