Jenny Yu

Manager, Mobile Mortgage Specialist @TD

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2023 — Present

Manager, Mobile Mortgage Specialist @TD

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EDUCATION

2015 — 2016

Schulich School of Business - York University

Master of Business Administration (M.B.A.), Strategic Management

N/A

University of Toronto

Bachelor of Business Administration (BBA), Specialist in Management (Co-op), Finance Stream

N/A

CFA Institute

Chartered Financial Analyst, CFA, Completed Level 2

SKILLS

Pricing AnalysisBusiness StrategyStrategyCustomer SatisfactionProject ManagementTeam LeadershipLeadershipInterpersonal SkillsBusiness AnalysisAccessSensitivity AnalysisStrategic PlanningFinancial AnalysisData MiningManagementCommunicationFinancial ModelingCustomer AnalysisStrategic ThinkingRelationship ManagementCritical ThinkingAnalyticsSqlRequirements GatheringFinanceTeam Management

ABOUT JENNY YU

Top Mortgage Specialist |#1 New in Canada (2024 ICON Premier)| Expert in Complex Financing for High-Net-Worth, New-to-Canada & Self-Employed Clients | MBA (Schulich)| Fluent in Cantonese About Me I’m a Mortgage Specialist at TD, passionate about helping Clients achieve their homeownership goals with tailored financing solutions and expert advice based on their unique needs and life stage. In 2024, I was honoured to be recognized as TD’s #1 New Mortgage Specialist in Canada (ICON Premier Recipient) and named National Rookie of the Year—a reflection of my dedication to delivering exceptional Client experiences and guiding Canadians through one of the most important decisions of their lives. I hold an MBA from the Schulich School of Business, where I graduated on the Dean’s Honour List with straight A’s. With over 9 years in the financial services industry, I bring a well-rounded perspective, having held roles across multiple areas of banking. Before becoming a Mortgage Specialist, I was a Senior Manager in Distribution Strategy and a Product Manager at TD, overseeing a $50 billion GIC portfolio. I specialize in complex mortgage solutions for high-net-worth individuals, first-time homebuyers, newcomers to Canada, business owners, and self-employed Clients. I support a wide range of financing needs, including pre-construction and resale purchases, refinances, and home equity lines of credit. Fluent in English and Cantonese (with basic Mandarin), I pride myself on building strong, lasting relationships and always striving for excellence across my career, academics, and extracurriculars. For mortgage inquiries or collaboration opportunities, feel free to reach out: j•••••••@td.com

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Jenny Yu — Manager, Mobile Mortgage Specialist at TD in Toronto, ON, CA | Unifers