Wealth Planning Associate

Wealth Planning Associate - Royal Bank of Canada, Newport Beach, United States of America

As a Wealth Planning Associate with RBC Wealth Management, you will be part of the 24‑month Wealth Planning Associate (WPA) Program. The program provides the knowledge and skills necessary to succeed n completion, 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.

• Learn from wealth‑planning experts and top Financial Advisors (FAs) and develop the skills necessary to become a successful wealth planner.
• Obtain one of the accredited wealth‑planning designations (CFP preferred, CFA, CPA, AWM).
• Participate in the WPA educational component, which combines e‑learning, case studies, virtual group work, and hands‑on training to educate you on RBC products, services, and the Wealth Planning process.
• Begin working directly with FAs and their teams in your assigned territory, including the Minneapolis home office and the local territory.
• Contribute regularly to the development of RBC Wealth Plans and present plans to clients; proactively engage FA teams and lead financial‑planning meetings to deliver advice and wealth‑management solutions.
• After 24 months, upon successful completion of the program and your credential plan, become eligible to join an FA team and establish yourself as a new FA in the local market.
• In your new role, understand and communicate the benefits of engaging clients in a goals‑based relationship, drive productivity with best‑in‑class tools, and provide comprehensive wealth‑management advice to existing and prospective clients.

• Bachelor’s degree, preferably with emphasis in personal finance.
• Excellent verbal, written, presentation, and relationship skills; self‑motivated with strong critical thinking and analytical skills.
• SIE, Series 7, Series 66 licensing.
• Accredited wealth‑planning designation (CFP®) or ability to obtain within two years of start date.
• Ability to travel up to 25%.

• 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 large advisory firm.

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

The good‑faith expected salary range for this position is $50,000 – $85,000, depending on factors such as candidate experience, skills, registration status, market conditions, and business needs. This range does not include other elements of total compensation, such as a discretionary bonus and benefits (401(k) with company match; health, dental, vision, life, and disability insurance; paid time‑off).

• RBC’s compensation philosophy recognizes the importance of a highly qualified global workforce and supports high performance, collective achievement of strategic goals, and sustainable shareholder returns.

Address: 610 NEWPORT CENTER DRIVE, Newport Beach
City:
Newport Beach
Country:
United States of America
Work Hours/Week: 40

Employment Type:

Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular

Pay Type:

Salaried
Posted Date:
Final date to receive applications: (see note)

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

nclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that embraces diverse perspectives is core to our growth. We create a respectful, belonging, and opportunity‑based environment for all.