Wealth Planner: Build Client Futures & Growth

TD Bank Group; Sherbrooke; On-site; CAD 63,000 - 77,000; Full time

Benefits offered by this job

Commission eligible

Job summary

TD Bank Group in Sherbrooke, QC, is seeking a Financial Planner to help clients achieve their financial goals. You’ll learn client needs, analyze data, and provide sound guidance using TD Wealth tools and standards.

The role requires bilingual French/English communication, relevant IPF certification, and 3–5 years in banking or financial services. Some regulatory exams may be required, with strong emphasis on client relationships.

Qualifications

• Bilingualism in French and English required to serve bilingual clients.
• Experience in financial services or banking recommended.
• Knowledge of Canadian investment regulations advised.

Responsibilities

• Know clients and understand their financial goals, guiding them step by step.
• Use data and technology tools to perform reviews and provide informed advice.
• Collaborate with the team to achieve common financial targets and deliver exceptional client experience.
• Identify opportunities to improve productivity and client service; stay current with industry trends.

Skills

Bilingualism (Fr/En)

Education

IPF Financial Planner Certification

Job description

TD Bank Group in Sherbrooke, QC, is seeking a Financial Planner to help clients achieve their financial goals. You’ll learn client needs, analyze data, and provide sound guidance using TD Wealth tools and standards.

The role requires bilingual French/English communication, relevant IPF certification, and 3–5 years in banking or financial services. Some regulatory exams may be required, with strong emphasis on client relationships.