Mobile Mortgage Specialist

Kelowna, British Columbia, Canada • Posted March 17, 2026

Job Type: Full-time
Location: Kelowna, British Columbia
Posted: March 17, 2026
Category: Sales Representatives, Services
Application Deadline: April 26, 2026

Role Description

Description

:

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 comp...

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