Wealth Planning Associate

Job Summary

Job Description

What is the opportunity?

As a Wealth Planning Associatewith RBC Wealth Management, you willbe part of the Wealth Planning Associate (WPA) Program. Thisis a structured 24-month development program designed to provide the knowledge and skills necessary to succeed at RBC. Upon completion of the program, you will have the opportunity to join aFinancial Advisor teamto deliver a consistent experience in support of the organization's goals-based wealth management strategy.

What will you do?

• During the WPA Program period, you will learn from wealth planning experts, top Financial Advisors (FAs) and develop the skills necessary to become a successful wealth planner at RBC.
  
• In addition to rigorous proprietary training, you will successfully obtain one of the accredited wealth planning designations (CFP preferred, other targeted credentials would be considered, CFA, CPA, AWM).
  
• The WPA educational component combines e-learning, case studies, virtual group work, and hands-on training to educate you on the RBC product and service offerings as well as RBC's Wealth Planning process and related tools. You will also join other WPAs and junior FAs from across the country for a week of intensive on-site training in Minneapolis, MN.
  
• The next phase of the WPA Program focuses on the application of the knowledge and skills you acquired. In addition to ongoing development through virtual classroom sessions, online modules and case studies, you will begin working directly with an FA and their team in an assigned territory.This will include workingwith the Minneapolis home office as well asthe local territory. Additionally, you will complete your credentials coursework and capstone project during this phase.

• Bachelor's degree with emphasis in personal finance preferred
  
• Excellent verbal, written, presentation and relationship skills and someone who is self-motivated and possesses strong critical thinking and analytical skills
  
• Series 7, Series 66
  
• Accredited wealth planning designation(CFP®) or ability to obtain within two years of start date
  
• Ability to travel up to 25-50% of the time
  

• Demonstrated understanding of the financial planning process and industry planning tools
  
• Proficiency with Word, PowerPoint and Excel (formulas, graphs, pivot tables)
  
• 2+ years of financial planning or closely related experience in the financial services industry, preferably with a broker-dealer or other large financial advisory firm
  

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• A comprehensive Total Rewards Program including great benefits, annual incentive program and recognition
  
• Leaders who support your development
  
• A dynamic, collaborative, and high-performing team
  
• Opportunities to do challenging work and grow your career
  
• Work-life integration
  
• Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement