Wealth Planning Associate

RBC; Minneapolis (MN); On-site; USD 55,000 - 95,000; Full time

Job summary

RBC Wealth Management in Minneapolis is seeking a Wealth Planning Associate to support RBC Advantage, gaining hands-on training in goals-based planning and client service. This developmental role builds knowledge while assisting Financial Advisors and clients throughout the planning process.

You will learn MoneyGuidePro, data gathering, plan construction, and collaboration across teams while pursuing licenses and credentials.

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, or willingness to obtain required licenses within six months of hire.
• Interest in pursuing an accredited wealth planning designation, with CFP® preferred.
• Strong interest in financial planning, wealth management, and client service.
• Excellent written, verbal, listening, and interpersonal communication skills.
• Strong attention to detail and commitment to accuracy.
• Strong organizational, prioritization, and time-management skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Ability to work both independently and as part of a collaborative team.
• Professional demeanor and strong service orientation.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Ability to learn and adapt quickly to multiple technology platforms.

Responsibilities

• Supporting pre-client meeting preparation, including agendas, planning summaries, and client materials.
• Gathering and organizing client information needed for financial plan construction.
• Assisting with data input, reconciliation, and analysis in MoneyGuidePro and related planning tools.
• Preparing financial planning analyses and supporting materials for clients and prospects.
• Helping prepare retirement, education funding, estate planning, insurance, risk management, and goals-based planning scenarios.
• Supporting post-meeting follow-up, including meeting notes, action items, and implementation tracking.
• Assisting clients and advisors with online client portals and planning technology.
• Coordinating with Financial Advisors, planning partners, and internal teams to help move planning work forward.
• Participating in training, case studies, planning reviews, team meetings, and developmental assignments.
• Supporting RBC Advantage planning initiatives, projects, and workflow improvements as needed.
• Delivering accurate, timely, and professional work with a strong focus on follow-through and client service.

Skills

Communication skills

Detail-oriented

Time management

Organization

Client service mindset

Team collaboration

Education

Four-year degree in business/finance/related field

CFP coursework preferred

Tools

MoneyGuidePro

Microsoft Office

Job description

Job Description

Wealth Planning Associate, RBC Advantage

The Opportunity

As a Wealth Planning Associate supporting RBC Advantage, you will join a developmental wealth planning role designed to build your technical planning knowledge, client-service skills, and confidence in supporting Financial Advisors and clients. This role is ideal for someone early in their financial planning or wealth management career who is eager to learn, detail-oriented, highly organized, and interested in building a long-term career in financial advice. You will receive hands‑on training in RBC’s goals-based wealth planning methodology, planning tools, client-service standards, and advisor support model. Working under the guidance of experienced wealth planning professionals, Financial Advisors, and leaders within the RBC Advantage team, you will support the development and delivery of financial plans for clients and prospects. You will help gather information, organize planning data, prepare client materials, assist with MoneyGuidePro inputs, and support Financial Advisors through the planning process. This is a client‑facing support role with strong developmental emphasis. While you will gain meaningful exposure to client conversations and comprehensive planning work, this is not a traditional sales role and does not carry a direct business development expectation.

What You’ll Be Responsible For

• Supporting pre-client meeting preparation, including agendas, planning summaries, and client materials
• Gathering and organizing client information needed for financial plan construction
• Assisting with data input, reconciliation, and analysis in MoneyGuidePro and related planning tools
• Preparing financial planning analyses and supporting materials for clients and prospects
• Helping prepare retirement, education funding, estate planning, insurance, risk management, and goals-based planning scenarios
• Supporting post-meeting follow-up, including meeting notes, action items, and implementation trackingAssisting clients and advisors with online client portals and planning technology
• Coordinating with Financial Advisors, planning partners, and internal teams to help move planning work forward
• Participating in training, case studies, planning reviews, team meetings, and developmental assignments
• Supporting RBC Advantage planning initiatives, projects, and workflow improvements as needed
• Delivering accurate, timely, and professional work with a strong focus on follow-through and client service

Development and Training

• RBC’s goals-based wealth planning methodology
• MoneyGuidePro and related planning tools
• Client data gathering and plan construction
• Financial planning concepts and analysis
• Advisor and client meeting preparation
• Client communication and service standards
• Planning workflow management and prioritization
• Working effectively across teams in a fast-paced wealth management environment

What Success Looks Like

• Is eager to learn and open to coaching
• Takes ownership of assignments and follows through consistently
• Produces accurate, thoughtful, and timely work
• Demonstrates strong attention to detail
• Communicates clearly and professionally
• Builds trust with Financial Advisors, planning partners, and teammates
• Manages multiple priorities effectively
• Asks good questions and applies feedback quickly
• Shows curiosity about financial planning and client needs
• Supports a positive, collaborative team culture
• Continues progressing toward licensing, credentialing, and long-term career growth

Qualifications

Required

• 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, or willingness to obtain required licenses within six months of hire
• Interest in pursuing an accredited wealth planning designation, with CFP® preferred
• Strong interest in financial planning, wealth management, and client service
• Excellent written, verbal, listening, and interpersonal communication skills
• Strong attention to detail and commitment to accuracy
• Strong organizational, prioritization, and time-management skills
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Ability to work both independently and as part of a collaborative team
• Professional demeanor and strong service orientation
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
• Ability to learn and adapt quickly to multiple technology platforms

Preferred

• Internship or professional experience in financial services, wealth management, banking, investments, client service, or a related field
• Exposure to financial planning concepts, tools, or coursework
• Experience using MoneyGuidePro or similar financial planning software
• Progress toward CFP® coursework or another planning-related credential
• Strong comfort working with data, client information, and planning deliverables

What You’ll Gain

• A strong foundation in comprehensive financial planning and goals-based wealth management
• Hands‑on experience supporting Financial Advisors and clients through the planning process
• Training in MoneyGuidePro, RBC’s planning methodology, and client-service best practices
• Coaching and mentorship from experienced planning professionals, Financial Advisors, and RBC Advantage leaders
• Exposure to client conversations, advisor team dynamics, and planning workflows
• Opportunities to build technical expertise, confidence, and professional judgment over time
• A collaborative, high-performing team environment
• Access to career development and long-term opportunities across RBC
• Comprehensive Total Rewards, including competitive compensation, bonuses, flexible benefits, and career growth opportunities

The expected salary range for this particular position is $55,000-$95,000, 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

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

Job Details

Address: 250 NICOLLET MALL:MINNEAPOLIS

City: Minneapolis

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-06-30

Application Deadline: 2026-08-28

Note

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

Our Employment Opportunities

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.