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Independence with Support

 

The support, strategy and research you need to serve all of your clients' wealth management needs.

As an Investment Advisor or Portfolio Manager with RBC Dominion Securities, you have access to top-ranked research and strategy and the backing of numerous professionals both within the firm and beyond. It’s just one more way we help you grow and manage your own investment advisory business.

Transition Team

When you first come on board, our transition team is here to help you and your clients make the move as seamless as possible.

Client Analysis

Through customized analysis of your book, we can help you identify specific opportunities to enhance revenue, generate referrals and gain greater share of wallet.

Business Development Team

This team includes creative professionals with more than 30 years of combined experience providing investment professionals with customized marketing material. They also assist with marketing plans, client segmentation, prospecting, websites and client loyalty programs.

RBC Referrals

Referrals from our partners in RBC Financial Group are an important source of new business. We work together to share expertise and locate the right service combinations for clients, so they can easily access what they need.

Discretionary Investment Management

The Portfolio Implementation and Risk Monitoring team provides support in such areas as IPS construction, portfolio monitoring, performance reporting and regulatory requirements.

Will and Estate Consultants

Working together with a professional Will and Estate Consultant, you can provide your clients with complimentary, value-added advice on estate planning.

Wealth Management Services

Consisting of tax, legal and financial planning professionals, the Wealth Management Services team gives you support on complex financial planning issues facing your clients. Access information on tax, retirement, estate and offshore planning.

Insurance Services

Regional insurance specialists provide advice on insurance-based solutions to help your clients preserve and transfer wealth. Access solutions from Canada’s leading providers of life, health, living benefits, segregated funds and annuity products.

Veritas Research

We are the only brokerage firm in Canada with access to independent research on Canadian companies. What’s more, Veritas research is tailored to our investment process.

RBC Capital Markets

RBC Capital Markets provides top-ranked domestic research on over 350 Canadian companies in every major industrial sector, plus selected companies around the world.

Portfolio Advisory Group

A team of Portfolio Advisors with expertise in both equity and fixed-income investments provides timely trade ideas on a proactive basis. They also assist with portfolio proposals, reviews and management and offer advice on interest rates, corporate bonds and preferred shares.

Concentrated Portfolio Group

This group carefully evaluates U.S. and North American companies and selects those with characteristics that make them well-suited for private client portfolios.

Strategy Committee

Our senior economists, portfolio strategists and research analysts meet quarterly to set investment direction and provide a one-year outlook for the global economy, interest rates, monetary policy and corporate profits. The Strategy Committee’s Focus List of top-ranked Canadian stocks has consistently outperformed the benchmark TSX Index.

Take the next step…contact us.

For more information about a career as an Investment Advisor or Portfolio Manager with RBC Dominion Securities, please contact your local branch.

 

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10/11/2012 11:42:14