Wealth Planning Associate
RBC
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Benefits offered by this job
Job summary
RBC Wealth Management in Dallas is seeking a Wealth Planning Associate for a 24‑month development program to prepare you for a future Financial Advisor role. You’ll support advisors, master MoneyGuidePro, and learn RBC’s wealth planning process.
In year two you may explore teaming opportunities across the country, with a transition to a Financial Advisor on your market team. This is a client‑facing role focused on learning, accuracy, and professional service, with licensing milestones and CFP
Qualifications
- Four-year degree in business, finance, economics, personal financial planning, or a similarly relevant field.
- Series 7 and Series 66 licenses, or Series 7 and Series 63/65 required.
- Accredited wealth planning designation, CFP preferred; CFA, CPA, or AWM also considered, or commitment to obtain within two years.
- Strong critical thinking, analytical, and problem‑solving skills.
- Exceptional attention to detail and commitment to accuracy.
- Excellent written, verbal, listening, and presentation skills.
- Professional demeanor and strong client‑service orientation.
- Strong organizational, prioritization, and project management skills.
- Ability to travel approximately up to 50% as needed.
Responsibilities
- Preparing for client meetings, including agendas, investment policy statements, asset allocation materials, and planning documents.
- Supporting post‑meeting follow‑up, including meeting notes, financial situation analyses, and planning implementation coordination.
- Gathering and organizing client information using RBC’s data gathering and planning technology.
- Inputting, reconciling, and analyzing client data relevant to the financial planning process.
- Preparing financial analyses for retirement, estate planning, education funding, stock options, insurance, and risk management needs.
- Building and presenting financial plans to Advisors and clients using MoneyGuidePro.
- Supporting clients in maintaining and using their online client portals.
- Participating in financial planning projects and initiatives as needed by the Wealth Planning team.
- Delivering consistent, high‑quality client service with a strong focus on accuracy, follow‑through, and professionalism.
Skills
Education
Tools
Job description
As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24‑month development program designed to prepare you for a future career as a Financial Advisor.
This role offers a unique opportunity to build deep technical expertise in financial planning while serving as a paraplanner under the supervision of experienced wealth advisors, CFP® professionals, and planning leaders. You will support Financial Advisors and client teams in delivering holistic, goals‑based wealth advice across retirement planning, investment strategy, estate planning, tax considerations, education funding, insurance, and risk management.
In the first year of the program, you will focus on building planning expertise, mastering MoneyGuidePro and RBC’s wealth planning methodology, supporting Financial Advisors within your local Complex and territory, and completing required licensing and credentialing milestones.
In the second year, you will have the opportunity to explore potential teaming opportunities across the country as a “free agent,” partnering with Advisor teams to identify the right long‑term fit for your skills, interests, and career goals.
Upon successful completion of the program, you will transition onto a Financial Advisor team and begin establishing yourself as a Financial Advisor in your market.
While this is a client‑facing role, it is not a traditional sales role during the program period, and there is no expectation of business development while serving as a Wealth Planning Associate. This opportunity is best suited for someone who is eager to learn, highly detail‑oriented, service‑mindful, and committed to developing into a successful Financial Advisor.
- Preparing for client meetings, including meeting agendas, investment policy statements, asset allocation materials, and planning‑related documents
- Supporting post‑meeting follow‑up, including meeting notes, financial situation analyses, and coordination of planning implementation
- Gathering and organizing client information using RBC’s data‑gathering and planning technology
- Inputting, reconciling, and analyzing client data relevant to the financial planning process
- Preparing financial analyses for clients and prospects, including retirement, estate planning, education funding, stock option, insurance, and risk management needs
- Building and presenting financial plans to Financial Advisors and clients using MoneyGuidePro
- Supporting clients in maintaining and using their online client portals
- Participating in financial planning projects and initiatives as needed by the Wealth Planning team
- Delivering consistent, high‑quality client service with a strong focus on accuracy, follow‑through, and professionalism
- Mastering MoneyGuidePro and RBC’s wealth planning process through proprietary training, e‑learning, case studies, virtual group work, and hands‑on instruction
- Learning RBC’s product and service offerings, planning resources, and related tools
- Supporting Financial Advisors within your local Complex and assigned territory
- Maintaining your Series 7 and Series 66 licenses
- Beginning or continuing work toward an accredited wealth planning designation, with CFP® preferred
- Building confidence in client‑facing planning conversations under the guidance of experienced advisors and planning professionals
You will be expected to:
- Explore teaming opportunities with Financial Advisor teams across your Complex/territory
- Identify a partnership that aligns with your strengths, goals, working style, and long‑term career interests
- Continue progressing toward your planning credential or certification
- Deepen your understanding of client relationships, team dynamics, and business growth
- Prepare for your transition from Wealth Planning Associate to Financial Advisor
Upon successful completion of the WPA Program, you will join your selected Financial Advisor team. In this next phase of your career, you will begin delivering comprehensive wealth management advice to clients, supporting client relationships, and contributing to the long‑term growth and success of your team’s practice.
- Four‑year degree in business, finance, economics, personal financial planning, or a similarly relevant field
- Series 7 and Series 66 licenses, or Series 7 and Series 63/65 required
- Accredited wealth planning designation, CFP® preferred; CFA, CPA, or AWM also considered, or commitment to obtain within two years
- Strong critical thinking, analytical, and problem‑solving skills
- Exceptional attention to detail and commitment to accuracy
- Excellent written, verbal, listening, and presentation skills
- Professional demeanor and strong client‑service orientation
- Strong organizational, prioritization, and project management skills
- Ability to manage multiple priorities in a fast‑paced environment
- Ability to work both independently and as part of a collaborative team
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
- Ability to travel approximately up to 50% as needed
- Two or more years of financial planning, wealth management, or related financial services experience
- Experience using MoneyGuidePro or similar financial planning software
- Demonstrated understanding of financial planning concepts, processes, and client‑service best practices
- Experience preparing financial analyses, client presentations, or planning‑related deliverables
- A clear pathway toward becoming a Financial Advisor
- Deep training in RBC’s wealth planning methodology, tools, and client‑service approach
- Hands‑on experience supporting comprehensive financial planning for clients and prospects
- Mentorship from accomplished Financial Advisors, CFP® professionals, and wealth planning leaders
- Exposure to Advisor teams across the territory and the opportunity to identify a strong long‑term team fit
- A collaborative, high‑performing team environment
- Access to career opportunities across RBC
- Comprehensive Total Rewards, including competitive compensation, bonuses, and flexible benefits
DALLAS CRESCENT COURT, 100 CRESCENT COURT:DALLAS
Dallas
United States of America
40
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-06-24
2026-08-28
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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