RBC · 2 weeks ago
Wealth Planning Associate
Minneapolis, MN
Full-time
Onsite
Entry Level
$50K/yr - $85K/yr
2+ years expRBC is a leading bank that emphasizes growth and community involvement, and they are seeking a Wealth Planning Associate to join their 24-month development program. This role involves training with wealth planning experts, obtaining accredited designations, and working closely with Financial Advisors to deliver tailored wealth management solutions to clients.
BankingFinancial ServicesWealth Management
Responsibilities
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 RBC’s Wealth Planning process and related tools. You are expected to have your Series 7 and Series 66 and begin pursuing your designation during the length of the program
In addition to ongoing development through virtual classroom sessions, online modules and case studies, you will begin working directly with FAs and their team in your assigned territory
You will contribute regularly to the development of RBC WealthPlans and present plans to clients
You will proactively engage FA teams and lead financial planning meetings to deliver advice and wealth management solutions to meet the needs of each client
This phase is very hands on and will include a mentor from the Wealth Planning Group
At month 24, upon successful completion of the WPA Program and your credential plan, you will be eligible to join an FA team and establish yourself as a new FA in the local market
There will be opportunities to continue your technical development as a cohort of the WPA Program
In your new role, you will 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 your team’s existing client base while attracting new clients
This will include conducting discovery conversations, talking through wealth plan results, illustrating solutions and conducting annual reviews
The foundation of knowledge and skills you acquire as both a WPA and a junior FA will differentiate you in the marketplace as a true wealth manager and prepare you for a successful career as an FA
Qualification
Required
Bachelor's degree with emphasis in personal finance preferred
Excellent verbal, written, presentation and relationship skills and someone who is self-motivated and possesses strong critical thinking and analytical skills
SIE, Series 7, Series 66
Accredited wealth planning designation (CFP®) or ability to obtain within two years of start date
Ability to travel as needed (less than 25%)
Preferred
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 other large financial advisory firm
Benefits
Comprehensive Total Rewards Program including great benefits
Annual incentive program
Recognition
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
Private Capital Journal
2026-01-09
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