Full-Time

Wealth Planning Associate

Confirmed live in the last 24 hours

Royal Bank of Canada

Royal Bank of Canada

10,001+ employees

Global financial institution offering diverse services

Compensation Overview

$65k - $105k/yr

+ Discretionary Bonus

Entry, Junior

San Francisco, CA, USA + 1 more

More locations: San Jose, CA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Bachelor’s degree with emphasis in personal finance preferred
  • Excellent verbal, written, presentation and relationship skills
  • Self-motivated and possesses strong critical thinking and analytical skills
  • Series 7, Series 66
  • Accredited wealth planning designation (CFP®) or ability to obtain within two years of start date
  • Ability to travel up to 25-50% of the time
Responsibilities
  • Learn from wealth planning experts and top Financial Advisors
  • Obtain one of the accredited wealth planning designations (CFP preferred, other targeted credentials would be considered, CFA, CPA, AWM)
  • Work directly with an FA and their team in an assigned territory
  • Contribute to the development of RBC WealthPlans and present plans to clients
  • Engage FA teams and lead financial planning meetings
  • Conduct discovery conversations, talk through wealth plan results, illustrate solutions and conduct annual reviews
Desired Qualifications
  • 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

Royal Bank of Canada (RBC) is a major financial institution that provides a wide range of services including personal and commercial banking, wealth management, insurance, investor services, and capital markets. RBC operates in Canada, the United States, and 27 other countries, serving over 17 million clients. The bank generates revenue through various financial products such as loans, mortgages, and investment services. RBC focuses on enhancing client experiences by leveraging technology and innovation in its services. Unlike many competitors, RBC emphasizes community support through donations and employee volunteerism, which is a key part of its corporate philosophy. The bank aims to adapt to the changing needs of its clients while fostering community prosperity.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1864

Simplify Jobs

Simplify's Take

What believers are saying

  • RBC's expansion in Asia-Pacific positions it for growth in emerging markets.
  • The bank's sustainable finance initiatives align with global environmental responsibility trends.
  • RBC's new mobile app features attract tech-savvy younger clients with personalized advice.

What critics are saying

  • Legal challenges from derivative contracts could lead to significant financial liabilities.
  • Unresolved industrial disputes may cause employee dissatisfaction and operational disruptions.
  • Potential U.S. tariffs could impact RBC's earnings and require increased capital reserves.

What makes Royal Bank of Canada unique

  • RBC's diversified business model spans banking, wealth management, and capital markets.
  • The bank's focus on innovation enhances client experiences through AI-driven customer service tools.
  • RBC's commitment to community support fosters prosperity through donations and volunteer activities.

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Benefits

Professional Development Budget

Flexible Work Hours

Performance Bonus

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