Wealth Planning Associate

Job Duties

Job Description

Wealth Planning Associate, RBC Advantage

The Opportunity

As a Wealth Planning Associate supporting RBC Advantage, you will join a developmental wealth planning role designed to build your technical planning knowledge, client-service skills, and confidence in supporting Financial Advisors and clients.

This role is ideal for someone early in their financial planning or wealth management career who is eager to learn, detail-oriented, highly organized, and interested in building a long-term career in financial advice. You will receive hands-on training in RBC's goals-based wealth planning methodology, planning tools, client-service standards, and advisor support model.

Working under the guidance of experienced wealth planning professionals, Financial Advisors, and leaders within the RBC Advantage team, you will support the development and delivery of financial plans for clients and prospects. You will help gather information, organize planning data, prepare client materials, assist with MoneyGuidePro inputs, and support Financial Advisors through the planning process.

This is a client-facing support role with strong developmental emphasis. While you will gain meaningful exposure to client conversations and comprehensive planning work, this is not a traditional sales role and does not carry a direct business development expectation.

What You'll Be Responsible For

As a Wealth Planning Associate supporting RBC Advantage, you will assist Financial Advisors and planning partners with a range of paraplanning and client-service responsibilities, including:

Supporting pre-client meeting preparation, including agendas, planning summaries, and client materials

Gathering and organizing client information needed for financial plan construction

Assisting with data input, reconciliation, and analysis in MoneyGuidePro and related planning tools

Preparing financial planning analyses and supporting materials for clients and prospects

Helping prepare retirement, education funding, estate planning, insurance, risk management, and goals-based planning scenarios

Supporting post-meeting follow-up, including meeting notes, action items, and implementation tracking

Assisting clients and advisors with online client portals and planning technology

Coordinating with Financial Advisors, planning partners, and internal teams to help move planning work forward

Participating in training, case studies, planning reviews, team meetings, and developmental assignments

Supporting RBC Advantage planning initiatives, projects, and workflow improvements as needed

Delivering accurate, timely, and professional work with a strong focus on follow-through and client service

Development and Training

This role is designed to help you build the foundation for a successful career in wealth planning and financial advice. Through formal training, hands-on experience, and day-to-day coaching, you will develop skills in:

RBC's goals-based wealth planning methodology

MoneyGuidePro and related planning tools

Client data gathering and plan construction

Financial planning concepts and analysis

Advisor and client meeting preparation

Client communication and service standards

Planning workflow management and prioritization

Working effectively across teams in a fast-paced wealth management environment

Over time, you will be expected to take on increasing responsibility, build confidence in planning conversations, and develop the judgment needed to support Financial Advisors and clients more independently.

What Success Looks Like

A successful Wealth Planning Associate supporting RBC Advantage will be someone who:

Is eager to learn and open to coaching

Takes ownership of assignments and follows through consistently

Produces accurate, thoughtful, and timely work

Demonstrates strong attention to detail

Communicates clearly and professionally

Builds trust with Financial Advisors, planning partners, and teammates

Manages multiple priorities effectively

Asks good questions and applies feedback quickly

Shows curiosity about financial planning and client needs

Supports a positive, collaborative team culture

Continues progressing toward licensing, credentialing, and long-term career growth

Qualifications

Required

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, or willingness to obtain required licenses within six months of hire

Interest in pursuing an accredited wealth planning designation, with CFP preferred

Strong interest in financial planning, wealth management, and client service

Excellent written, verbal, listening, and interpersonal communication skills

Strong attention to detail and commitment to accuracy

Strong organizational, prioritization, and time-management skills

Ability to manage multiple tasks and deadlines in a fast-paced environment

Ability to work both independently and as part of a collaborative team

Professional demeanor and strong service orientation

Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook

Ability to learn and adapt quickly to multiple technology platforms

Preferred

Internship or professional experience in financial services, wealth management, banking, investments, client service, or a related field

Exposure to financial planning concepts, tools, or coursework

Experience using MoneyGuidePro or similar financial planning software

Progress toward CFP coursework or another planning-related credential

Strong comfort working with data, client information, and planning deliverables

What You'll Gain

A strong foundation in comprehensive financial planning and goals-based wealth management

Hands-on experience supporting Financial Advisors and clients through the planning process

Training in MoneyGuidePro, RBC's planning methodology, and client-service best practices

Coaching and mentorship from experienced planning professionals, Financial Advisors, and RBC Advantage leaders

Exposure to client conversations, advisor team dynamics, and planning workflows

Opportunities to build technical expertise, confidence, and professional judgment over time

A collaborative, high-performing team environment

Access to career development and long-term opportunities across RBC

Comprehensive Total Rewards, including competitive compensation, bonuses, flexible benefits, and career growth opportunities

The expected salary range for this particular position is $55,000-$95,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC's high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-30

Application Deadline:

2026-08-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.

Minimum Education Required

Bachelor Degree

Minimum Experience Required

None

Shift

First (Day)

Number of Openings

1

Public Transportation Accessible

Yes

Veterans Encouraged to Apply

Yes

Physical Required

Yes

Drug Test Required

Yes

Compensation

$11.41 / Hourly

Postal Code

55401

Job Type

Full Time

Place of Work

On-site

Requisition ID

RBCAA0088R0000178845EXTERNALENCA

Job Benefits

Not specified