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Financial Planner - Sherbooke

Sherbrooke, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English · French
Posted: Nov 6, 2026

Original job description

English section of this bilingual listing.

Work Location:

Sherbrooke, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

70 000 $/$70,000 - 70 000 $/$70,000 CADThis role is eligible for commission based earnings.

TD 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.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Read the full bilingual original

Work Location:

Sherbrooke, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

70 000 $/$70,000 - 70 000 $/$70,000 CADThis role is eligible for commission based earnings.

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:

Joignez-vous à notre équipe comme planificateur financier ou planificatrice financière

Faites une différence, bâtissez votre avenir et contribuez à la réussite des autres

Vous êtes prêts à lancer votre carrière et à avoir un véritable impact? Joignez-vous à nous à titre de planificateur financier ou de planificatrice financière et accompagnez une clientèle ambitieuse et motivée dans l’atteinte de ses objectifs. Si vous aimez créer des liens, souhaitez être à l’avant-garde de la planification financière et avez à cœur d’aider les autres à progresser, cette occasion pourrait être pour vous!

Votre rôle

Apprendre à connaître vos clients – comprendre ce qui compte le plus pour eux et ce qu’ils souhaitent pour leur avenir – et les accompagner à chaque étape de leur parcours.
Utiliser les données et les outils technologiques pour réaliser des examens approfondis, analyser les résultats et fournir des conseils éclairés qui font toute la différence.
Collaborer étroitement avec votre équipe pour atteindre des objectifs communs, échanger des idées et offrir une expérience client exceptionnelle.
Trouver de nouvelles façons d’améliorer la productivité et les méthodes de travail. Vos idées auront un réel impact!
Vous tenir à jour quant aux tendances et aux pratiques gagnantes du secteur afin de maintenir vos connaissances à la fine pointe.
Soutenir vos collègues, partager votre expertise et contribuer à un environnement de travail collaboratif et bienveillant.
Garder la gestion des risques au cœur de vos actions afin de protéger les clients et l’entreprise.
Participer activement à une culture d’équipe positive et axée sur le service.

Ce que nous recherchons

Diplôme de planificateur financier délivré par l’Institut de planification financière (IPF), exigé avant l’entrée en fonction
Bilinguisme (français et anglais) requis afin de servir notre clientèle anglophone au sein de la collectivité
Baccalauréat (un atout)
De 3 à 5 ans d’expérience dans le secteur bancaire ou des services financiers, de préférence, particulièrement si vous savez établir des relations et présenter des conseils de placement judicieux
Réussite de l’Examen réglementaire canadien sur les investissements (ERCI) exigée avant votre date d’entrée en fonction
Volonté de s’inscrire auprès de l’Organisme canadien de réglementation des investissements (OCRI), si ce n’est pas déjà fait

Ce qui vous distingue

Un réel désir d’aider les autres à atteindre leurs objectifs financiers et personnels.
Un esprit entrepreneurial et un intérêt pour le réseautage, le développement des affaires et la conclusion d’ententes
Une bonne connaissance du secteur, des tendances du marché et de l’évolution de la réglementation
D’excellentes habiletés relationnelles, un grand sens de la résolution de problèmes et une capacité à établir des relations durables
De solides aptitudes en communication, une grande capacité à travailler de façon autonome ou en équipe et un réel désir de soutenir les autres et de créer des liens

Vous souhaitez bâtir votre avenir tout en aidant les autres à réussir? Soumettez votre candidature – votre parcours commence ici!

Who We Are:

Colleague Development

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Language Requirement (Quebec only):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.

Apply About employer

More about this job

Responsibilities

The financial planner will build relationships with clients to understand their financial goals and provide informed advice using data-driven tools. They will also collaborate with the team to achieve common objectives while maintaining a strong focus on risk management and service excellence.

Requirements

Candidates must hold a financial planner diploma from the Institut de planification financière (IPF) and have successfully completed the Canadian Securities Course (CSC). Additionally, 3 to 5 years of experience in the banking or financial services sector and bilingualism in French and English are required.

Skills

Financial planning
Investment advice
Relationship management
Business development
Risk management
Customer service
Problem solving
Networking
Market analysis
Regulatory compliance
Banking services
Communication
Teamwork
Data analysis

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
TD Wealth
Banking
Financial Services
IPF
CSC
Investment
Wealth Management
Business Development
Risk Management
Client Experience
Regulatory Compliance
Financial Planning
Networking
Portfolio Management

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