Wealth Planning Associate

Job Description

The Opportunity

As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month 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 MoneyGuidePro 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.

While this is a client-facing role, it is not a traditional sales role during the program period, and there is no expectation of business development while serving as a Wealth Planning Associate. This opportunity is best suited for someone who is eager to learn, highly detail-oriented, service-minded, and committed to developing into a successful Financial Advisor.

What You’ll Be Responsible For

As a Wealth Planning Associate, you will support Financial Advisors and planning teams through a wide range of paraplanning and client-service responsibilities, including:

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 MoneyGuidePro

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

Year 1: Build Planning Expertise and Local Impact

During the first year, you will focus on developing the technical foundation, planning knowledge, and client-service skills needed to support Financial Advisors and clients effectively. Responsibilities and expectations include:

Mastering MoneyGuidePro 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

Maintaining your Series 7 and Series 66 licenses

Beginning or continuing work toward an accredited wealth planning designation, with CFP® preferred

Building confidence in client-facing planning conversations under the guidance of experienced advisors and planning professionals

Year 2: Explore Teaming Opportunities and Prepare for Transition

During the second year, you will continue building your financial planning expertise while exploring potential long-term team placements. This phase is designed to help you identify the right team environment and career path as you prepare to transition into a Financial Advisor role.

You will be expected to:

Explore teaming opportunities with Financial Advisor teams across your Complex/territory

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

Transition to Financial Advisor

Upon successful completion of the 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 practice.

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

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

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

Ability to travel approximately up to 50% as needed

Preferred

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

What You’ll Gain

A clear pathway toward becoming a Financial Advisor

Deep training in RBC’s wealth planning methodology, tools, and client-service approach

Hands-on experience supporting comprehensive financial planning for clients and prospects

Mentorship from accomplished Financial Advisors, CFP® professionals, and wealth planning leaders

Exposure to Advisor teams across the territory and the opportunity to identify a strong long-term team fit

A collaborative, high-performing team environment

Access to career opportunities across RBC

Comprehensive Total Rewards, including competitive compensation, bonuses, and flexible benefits.

Job Skills

Additional Job Details

Address:

3550 LENOX ROAD NORTHEAST:ATLANTA City:

Atlanta Country:

United States of America Work hours/week:

40 Employment Type:

Full time Platform:

WEALTH MANAGEMENT Job Type:

Regular Pay Type:

Salaried Posted Date:

2026-09-29 Application Deadline:

2026-11-30 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