Wealth Planning Associate

Wealth Planning Associate

As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month development program designed to prepare you for a future career as a Financial Advisor.

This role offers a unique opportunity to build deep technical expertise in financial planning while serving as a paraplanner under the supervision of experienced wealth advisors, CFP professionals, and planning leaders. You will support Financial Advisors and client teams in delivering holistic, goals‑based wealth advice across retirement planning, investment strategy, estate planning, tax considerations, education funding, insurance, and risk management.

In the first year of the program, you will focus on building planning expertise, mastering Money Guide Pro  and RBC’s wealth planning methodology, supporting Financial Advisors within your local Complex and territory, and completing required licensing and credentialing milestones. In the second year, you will have the opportunity to explore potential teaming opportunities across the country as a "free agent," partnering with Advisor teams to identify the right long-term fit for your skills, interests, and career goals.

Upon successful completion of the program, you will transition onto a Financial Advisor team and begin establishing yourself as a Financial Advisor in your market.

• Preparing for client meetings, including meeting 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 Money Guide Pro
• Supporting clients in maintaining and using their online client portals
• Participating in financial planning projects and initiatives as needed by the Wealth Planning team
• Delivering consistent, high-quality client service with a strong focus on accuracy, follow‑through, and professionalism

• Mastering Money Guide Pro  and RBC’s wealth planning process through proprietary training, e‑learning, case studies, virtual group work, and hands‑on instruction
• Learning RBC’s product and service offerings, planning resources, and related tools
• Supporting Financial Advisors within your local Complex and assigned territory
• Obtaining or maintaining your Series 7 and Series 66 licenses, if not already held
• Beginning or continuing work toward an accredited wealth planning designation, with CFP preferred; CFA, CPA, or AWM also considered
• Participating in intensive week‑long, on‑site training in Minneapolis, MN alongside WPA cohort peers and junior Financial Advisors from across the country
• Completing credential coursework and a capstone project
• Building confidence in client‑facing planning conversations under the guidance of experienced advisors and planning professionals

• Explore teaming opportunities with Financial Advisor teams across the country
• Identify a partnership that aligns with your strengths, goals, working style, and long‑term career interests
• Continue progressing toward your planning credential or certification
• Deepen your understanding of client relationships, team dynamics, and business growth
• Prepare for your transition from Wealth Planning Associate to Financial Advisor

Upon successful completion of the 24‑month WPA Program, you will join your selected Financial Advisor team. In this next phase of your career, you will begin delivering comprehensive wealth management advice to clients, supporting client relationships, and contributing to the long‑term growth and success of your team's…