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Wealth Planning Associate

Wealth Planning Associate

Royal Bank of CanadaWalnut Creek, CA, United States
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Job Summary

Job Description

What is the opportunity?

This is an exciting opportunity to join RBC's Wealth Planning Associate program designed for experienced professionals with a passion for financial planning and client engagement. As a key member of the team, you'll work closely with top-performing advisors and their HNW and UHNW clients to deliver a consistent, holistic, and goals-based planning experience.

This position offers the chance to make an immediate impact by serving as a planning leader within the team, with a focus on leading planning conversations, collaborating with internal partners, and delivering high-touch service to advisors and clients. It's an ideal role for someone looking to deepen their expertise, expand their influence, and accelerate their path toward becoming a financial advisor at RBC.

Principle responsibilities

  • Deliver comprehensive, goals-based financial planning support to advisors and their clients, with a focus on holistic wealth strategies.
  • Serve as a subject matter expert and coach for planning conversations, tools, and best practices within the team.
  • Partner with financial advisors to proactively identify planning opportunities and deepen client relationships through meaningful planning conversations.
  • Collaborate with internal partners (e.g., wealth strategists, insurance specialists) to provide integrated planning solutions.
  • Stay current on planning trends, tax law changes, and regulatory developments impacting clients and planning delivery.
  • Lead or support training efforts for advisors and team members on planning tools, case studies, and planning strategies.
  • Demonstrate expertise in cash flow analysis, retirement planning, income protection, insurance, and tax strategies.
  • Understand and communicate the benefits of engaging clients in a goals-based relationship, drive productivity by using best-in-class tools to deliver an exceptional client experience, and along with the financial advisor, provide comprehensive wealth management advice to existing client base while attracting new clients. This will include conducting discovery conversations, talking through wealth plan results, illustrating solutions and conducting client reviews. The foundation of knowledge and skills you acquire as a WPA will differentiate you in the marketplace as a true wealth manager and prepare you for a successful career as a financial advisor or your next role within the RBC Team.

Must-have qualifications

  • Bachelor's degree with emphasis in personal finance preferred
  • 5+ years of financial planning or closely related experience in the financial services industry, preferably with a broker-dealer or other large financial advisory firm
  • Securities, Advisory and insurance licensed required (SIE, Series 7, Series 66)
  • One of the accredited wealth designations (CFP®, CPA, CIMA, CPWA) or ability to obtain within two years of start date
  • Exemplary in communication, presentation, time-management and organizational skills
  • Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions
  • Authorization to work in the U.S. without durational restrictions
  • Successful completion of background check and pre-employment assessments
  • Knowledge of Money Guide Pro preferred but not required

    • What's in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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

    • The expected salary range for this particular position is $80,000-$135,000, depending on your experience, skills, and registration status, market conditions and business needs.

    You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

    RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :

  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

    • Job Skills

    Additional Job Details

    Address :

    345 CALIFORNIA STREET : SAN FRANCISCO

    City : San Francisco

    Country :

    United States of America

    Work hours / week : 40

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2025-07-28

    Application Deadline :

    Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

    I nclusion and Equal Opportunity Employment

    At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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