Wealth Planning Associate
: Job Details :

As a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program. This is a 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 a Financial Advisor team to deliver a consistent experience in support of the organization's goals-based wealth management strategy. What will you do? During the WPA Program, 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 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 RBCs ...Wealth, Associate, Financial Advisor, Financial Planning, Planning, Construction, Banking, Program