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Financial Services Specialist

2 weeks ago

Burnaby, British Columbia, Canada TD Bank Full time

Key Responsibilities

As a Mortgage Specialist at TD Bank, you will have the opportunity to work with a diverse range of clients, from individuals to small business owners. Your primary responsibilities will include:

  • Conducting client meetings to understand their mortgage needs and provide expert advice and guidance
  • Identifying opportunities to refer clients to other TD services, such as personal banking or investment products
  • Developing and maintaining strong relationships with clients to ensure they receive exceptional service and support
  • Working closely with our sales and marketing teams to identify new business opportunities and develop strategies to meet sales targets
  • Providing ongoing training and development to ensure you have the skills and knowledge needed to excel in this role