Wealth Planning Associate
Core
Paraplanner supporting Financial Advisors in delivering holistic, goals-based wealth advice across retirement, investment, estate, tax, education, insurance, and risk management.
Role type
Wealth Planning Associate (24-month structured program transitioning to Financial Advisor)
Builds
Financial plans and client service support for RBC Wealth Management clients
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, data analysis, client service, document preparation, financial modeling, software proficiency, project management
Preferred skills
MoneyGuidePro, accredited wealth planning designation (CFP), financial services experience
Technologies
MoneyGuidePro, Microsoft Office
Responsibilities
Prepare client meeting materials and financial analyses, input and reconcile client data, build and present financial plans, support post-meeting follow-up, participate in planning initiatives
Seniority
Entry-level (structured 24-month program)