Wealth Planning Associate

About the Role

The Wealth Planning Associate role at RBC Wealth Management is a structured 24-month development program designed to prepare you for a future career as a Financial Advisor. You will build technical expertise in financial planning while serving as a paraplanner under the supervision of experienced wealth advisors, CFP® professionals, and planning leaders. This role involves supporting Financial Advisors and client teams in delivering holistic, goals-based wealth advice. While client-facing, it is not a traditional sales role during the program, and there is no expectation of business development.

Key Responsibilities

• Preparing for client meetings, including agendas, investment policy statements, asset allocation materials, and planning-related documents.
• Supporting post-meeting follow-up, including meeting notes, financial situation analyses, and coordination of planning implementation.
• Gathering and organizing client information using RBC’s data-gathering and planning technology.
• Inputting, reconciling, and analyzing client data relevant to the financial planning process.
• Preparing financial analyses for clients and prospects, including retirement, estate planning, education funding, stock option, insurance, and risk management needs.
• Building and presenting financial plans to Financial Advisors and clients using MoneyGuidePro.
• Supporting clients in maintaining and using their online client portals.
• Participating in financial planning projects and initiatives as needed.
• Delivering consistent, high-quality client service with a focus on accuracy, follow-through, and professionalism.

Year 1 Focus: Build Planning Expertise and Local Impact

• Mastering MoneyGuidePro and RBC’s wealth planning process through training and instruction.
• Learning RBC’s product and service offerings, planning resources, and tools.
• Supporting Financial Advisors within your local Complex and assigned territory.
• Maintaining your Series 7 and Series 66 licenses (or Series 7 and Series 63/65).
• Beginning or continuing work toward an accredited wealth planning designation, with CFP® preferred.
• Building confidence in client-facing planning conversations.

Year 2 Focus: Explore Teaming Opportunities and Prepare for Transition

• Exploring teaming opportunities with Financial Advisor teams.
• Identifying a partnership that aligns with your strengths, goals, and interests.
• Continuing progression toward your planning credential or certification.
• Deepening understanding of client relationships, team dynamics, and business growth.
• Preparing for your transition to a Financial Advisor role.

Transition to Financial Advisor

• Upon successful completion of the program, you will join a selected Financial Advisor team to deliver comprehensive wealth management advice.

Requirements & Tech Stack

• MoneyGuidePro
• Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)

Qualifications

• Four-year degree in business, finance, economics, personal financial planning, or a similarly relevant field.
• Series 7 and Series 66 licenses, or Series 7 and Series 63/65.
• Accredited wealth planning designation, CFP® preferred; CFA, CPA, or AWM also considered, or commitment to obtain within two years.
• Strong critical thinking, analytical, and problem-solving skills.
• Exceptional attention to detail and commitment to accuracy.
• Excellent written, verbal, listening, and presentation skills.
• Professional demeanor and strong client-service orientation.
• Strong organizational, prioritization, and project management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to work both independently and as part of a collaborative team.
• Ability to travel approximately up to 50% as needed.

Preferred Qualifications

• Two or more years of financial planning, wealth management, or related financial services experience.
• Experience using MoneyGuidePro or similar financial planning software.
• Demonstrated understanding of financial planning concepts, processes, and client-service best practices.
• Experience preparing financial analyses, client presentations, or planning-related deliverables.