Now hiring

Wealth Planning Associate @ RBC

Minneapolis, Minnesota, United States of AmericaOnsiteFull-timePosted 3 days ago

Opens on the employer's site

About this role

Embrace the opportunity to become a Wealth Planning Associate and support financial advisors in delivering comprehensive wealth plans. Gain hands-on experience with RBC’s goals-based methodology, client service, and planning tools. This is an excellent opportunity to build your technical and professional skills in a collaborative, client-focused environment. Grow your career in financial planning with RBC Advantage.. Category: Customer Service | Client Advice | Sales

Skills

moneyguideprofinancial planning analysisclient data gatheringretirement planningestate planningclient communicationinsurance planningrisk managementgoals-based planningmicrosoft excelstakeholder managementattention to detailmicrosoft powerpointmicrosoft wordmicrosoft outlook

Ready to apply?

Install the ResuMinder extension and we'll auto-fill the application in seconds — no rewriting.

See how your CV scores — free
Wealth Planning Associate at RBC | ResuMinder Jobs