RBC Capital Markets, LLC
Overview
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 of the program, 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. 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.
Obtain one of the accredited wealth planning designations (CFP preferred; other targeted credentials considered, such as CFA, CPA, AWM).
The WPA educational component combines e-learning, case studies, virtual group work, and hands-on training to educate you on RBC products and services, the 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.
Work directly with FAs and their team in your assigned territory, including collaboration with the Minneapolis home office and local territory.
You will contribute regularly to the development of RBC Wealth Plans and present plans to clients. You will engage FA teams, lead financial planning meetings, and deliver wealth management solutions to meet client needs. A mentor from the Wealth Planning Group will support you in this phase.
At month 24, upon successful completion of the WPA Program and credential plan, you will be eligible to join an FA team and establish yourself as a new FA in the local market, with opportunities to continue technical development as a WPA cohort.
In your new role, you will understand and communicate the benefits of engaging clients in a goals-based relationship, drive productivity with best-in-class tools to deliver an exceptional client experience, and provide comprehensive wealth management advice alongside the Financial Advisor to the existing client base while attracting new clients. You will conduct discovery conversations, discuss wealth plan results, illustrate solutions, and perform annual reviews. The combination of WPA and junior FA experience will position you as a true wealth manager and prepare you for a successful FA career.
Qualifications
Must-have Bachelor's degree with emphasis in personal finance preferred
Excellent verbal, written, presentation and relationship skills; self-motivated with strong critical thinking and analytical abilities
SIE, Series 7, Series 66
Accredited wealth planning designation (CFP) or ability to obtain within two years of start date
Ability to travel up to 25%
Nice-to-have 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
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 good-faith expected salary range for the above position is $55,000 - $94,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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 Location details
Address:
401 Union Street, Seattle City:
Seattle Country:
United States of America Work hours/week:
40 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2025-06-30 Application Deadline: Note :
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion 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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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 of the program, 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. 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.
Obtain one of the accredited wealth planning designations (CFP preferred; other targeted credentials considered, such as CFA, CPA, AWM).
The WPA educational component combines e-learning, case studies, virtual group work, and hands-on training to educate you on RBC products and services, the 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.
Work directly with FAs and their team in your assigned territory, including collaboration with the Minneapolis home office and local territory.
You will contribute regularly to the development of RBC Wealth Plans and present plans to clients. You will engage FA teams, lead financial planning meetings, and deliver wealth management solutions to meet client needs. A mentor from the Wealth Planning Group will support you in this phase.
At month 24, upon successful completion of the WPA Program and credential plan, you will be eligible to join an FA team and establish yourself as a new FA in the local market, with opportunities to continue technical development as a WPA cohort.
In your new role, you will understand and communicate the benefits of engaging clients in a goals-based relationship, drive productivity with best-in-class tools to deliver an exceptional client experience, and provide comprehensive wealth management advice alongside the Financial Advisor to the existing client base while attracting new clients. You will conduct discovery conversations, discuss wealth plan results, illustrate solutions, and perform annual reviews. The combination of WPA and junior FA experience will position you as a true wealth manager and prepare you for a successful FA career.
Qualifications
Must-have Bachelor's degree with emphasis in personal finance preferred
Excellent verbal, written, presentation and relationship skills; self-motivated with strong critical thinking and analytical abilities
SIE, Series 7, Series 66
Accredited wealth planning designation (CFP) or ability to obtain within two years of start date
Ability to travel up to 25%
Nice-to-have 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
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 good-faith expected salary range for the above position is $55,000 - $94,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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 Location details
Address:
401 Union Street, Seattle City:
Seattle Country:
United States of America Work hours/week:
40 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2025-06-30 Application Deadline: Note :
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion 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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