Wealth Planning Associate

Job Description

Wealth Planning AssociateThe OpportunityAs 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 MoneyGuidePro and RBC’s wealth planning methodology, supporting Financial Advisors within your local Complex and territory, and completing required licensing and credentialing milestones.In ...