Wealth Planning Associate
: Job Details :

Job Description

What is the opportunity? 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, you will have the opportunity to join a Financial Advisor team to deliver a consistent experience supporting 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 skills to become a successful wealth planner at RBC. You will obtain accredited wealth planning designations (CFP preferred, other credentials like CFA, CPA, AWM considered), and participate in a comprehensive training program including e-learning, case studies, virtual group work, and hands-on experience.

You are expected to have your Series 7 and Series 66 licenses and begin pursuing your designation during the program. You will work directly with FAs and their teams, contributing to RBC WealthPlans, leading financial planning meetings, and delivering advice and wealth management solutions to clients. A mentor from the Wealth Planning Group will support you during this phase.

After successful completion of the program and credential plan, you will be eligible to join an FA team as a new FA in the local market. You will continue to develop your technical skills and establish yourself as a wealth manager, engaging clients in goals-based relationships and providing comprehensive wealth management advice.

What do you need to succeed? Must-have

• Bachelor's degree, preferably in personal finance
• Excellent communication, relationship, and presentation skills; self-motivated with strong analytical skills
• SIE, Series 7, Series 66 licenses
• Ability to obtain the CFP designation within two years
• Ability to travel up to 25%

Nice-to-have

• Understanding of financial planning processes and tools
• Proficiency with Word, PowerPoint, and Excel
• 2+ years of financial planning or related experience in the financial services industry

What's in it for you?

We offer a comprehensive Total Rewards Program, supportive leadership, a dynamic team environment, growth opportunities, work-life balance, and a positive, inclusive culture. The salary range is $50,000 - $85,000, depending on experience and other factors, excluding bonuses and benefits.

Location and Other Details

Address: 9465 WILSHIRE BOULEVARD, BEVERLY HILLS, CA, USA

Work hours: Full-time

Platform: WEALTH MANAGEMENT

Job Type: Regular, Salaried

Posted Date: 2025-07-28

Application Deadline: Applications accepted until 11:59 PM the day before the deadline.

We are committed to inclusion and equal opportunity employment. We foster a respectful, supportive workplace that values diversity and professional growth.

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