Wealth Planning Associate

Wealth Planning Associate, RBC AdvantageThe OpportunityAs 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 ForAs 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 materialsGathering and organizing client information needed for financial plan constructionAssisting with data input, reconciliation, and analysis in MoneyGuidePro and related planning toolsPreparing financial planning analyses and supporting materials for clients and prospectsHelping prepare retirement, education funding, estate planning, insurance, risk management, and goals-based planning scenariosSupporting post-meeting follow-up, including meeting notes, action items, and implementation trackingAssisting clients and advisors with online client portals and planning technologyCoordinating with Financial Advisors, planning partners, and internal teams to help move planning work forwardParticipating in training, case studies, planning reviews, team meetings, and developmental assignmentsSupporting RBC Advantage planning initiatives, projects, and workflow improvements as neededDelivering accurate, timely, and professional work with a strong focus on follow-through and client serviceDevelopment and TrainingThis 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 methodologyMoneyGuidePro and related planning toolsClient data gathering and plan constructionFinancial planning concepts and analysisAdvisor and client meeting preparationClient communication and service standardsPlanning workflow management and prioritizationWorking effectively across teams in a fast-paced wealth management environmentOver 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 LikeA successful Wealth Planning Associate supporting RBC Advantage will be someone who:Is eager to learn and open to coachingTakes ownership of assignments and follows through consistentlyProduces accurate, thoughtful, and timely workDemonstrates strong attention to detailCommunicates clearly and professionallyBuilds trust with Financial Advisors, planning partners, and teammatesManages multiple priorities effectivelyAsks good questions and applies feedback quicklyShows curiosity about financial planning and client needsSupports a positive, collaborative team cultureContinues progressing toward licensing, credentialing, and long-term career growthQualificationsRequiredFour-year degree in business, finance, economics, personal financial planning, or a similarly relevant fieldSeries 7 and Series 66 licenses, or Series 7 and Series 63/65, or willingness to obtain required licenses within six months of hireInterest in pursuing an accredited wealth planning designation, with CFP® preferredStrong interest in financial planning, wealth management, and client serviceExcellent written, verbal, listening, and interpersonal communication skillsStrong attention to detail and commitment to accuracyStrong organizational, prioritization, and time-management skillsAbility to manage multiple tasks and deadlines in a fast-paced environmentAbility to work both independently and as part of a collaborative teamProfessional demeanor and strong service orientationProficiency in Microsoft Office, including Word, Excel, PowerPoint, and OutlookAbility to learn and adapt quickly to multiple technology platformsPreferredInternship or professional experience in financial services, wealth management, banking, investments, client service, or a related fieldExposure to financial planning concepts, tools, or courseworkExperience using MoneyGuidePro or similar financial planning softwareProgress toward CFP® coursework or another planning-related credentialStrong comfort working with data, client information, and planning deliverablesWhat You'll GainA strong foundation in comprehensive financial planning and goals-based wealth managementHands-on experience supporting Financial Advisors and clients through the planning processTraining in MoneyGuidePro, RBC's planning methodology, and client-service best practicesCoaching and mentorship from experienced planning professionals, Financial Advisors, and RBC Advantage leadersExposure to client conversations, advisor team dynamics, and planning workflowsOpportunities to build technical expertise, confidence, and professional judgment over timeA collaborative, high-performing team environmentAccess to career development and long-term opportunities across RBCComprehensive Total Rewards, including competitive compensation, bonuses, flexible benefits, and career growth opportunitiesThe 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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value