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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