Wealth Planning Associate
About the role
Job Description
As a Wealth Planning Associate, you will be responsible for providing exceptional client service and support to our Wealth Management team. You will assist in the development and implementation of comprehensive wealth plans for clients, ensuring their financial goals are met.
Main Responsibilities
- Collaborate with financial advisors to create tailored wealth plans for clients.
- Conduct client meetings and follow up on action items.
- Analyze client financial situations and recommend appropriate solutions.
- Maintain up-to-date knowledge of financial products and services.
Required Qualifications
- Bachelor’s degree in Finance, Business, or a related field.
- 2+ years of experience in financial services or a related industry.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
Preferred Qualifications
- CFP designation or working towards it.
- Experience with financial planning software.
- Ability to work in a fast-paced environment.
Additional Information
- This position is available in multiple locations including San Francisco, San Jose, and Walnut Creek, California.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Wealth Planning Associate
About the role
Job Description
As a Wealth Planning Associate, you will be responsible for providing exceptional client service and support to our Wealth Management team. You will assist in the development and implementation of comprehensive wealth plans for clients, ensuring their financial goals are met.
Main Responsibilities
- Collaborate with financial advisors to create tailored wealth plans for clients.
- Conduct client meetings and follow up on action items.
- Analyze client financial situations and recommend appropriate solutions.
- Maintain up-to-date knowledge of financial products and services.
Required Qualifications
- Bachelor’s degree in Finance, Business, or a related field.
- 2+ years of experience in financial services or a related industry.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
Preferred Qualifications
- CFP designation or working towards it.
- Experience with financial planning software.
- Ability to work in a fast-paced environment.
Additional Information
- This position is available in multiple locations including San Francisco, San Jose, and Walnut Creek, California.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.