RBC Wealth Management
Generalist Program
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RBC Business Segments
Canadian Banking
Wealth
Management
U.S. & International
Banking
Capital Markets
Personal Financial
Services
Canadian Wealth
Management
Banking
Global Markets
RBC Dexia IS
Business Financial
Services
US & International
Wealth Management
Global Investment
Banking and Equity
Markets
Cards and Payment
Solutions
Global Asset
Management
Global Insurance
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Components of Wealth Management
Wealth
Management
Global Asset
Management
Canadian Wealth
Management
U.S. & International
Wealth Management
• RBC Asset Management
• Voyageur Asset
Management
• RBC Dominion Securities
and Private Counsel
(Advisory & Discretionary
Investment Management)
• Trust Services
• RBC Dain Rauscher
(Full Service Brokerage)
• RBC Dain Rauscher
Correspondent Services
• Global Private Banking
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Components of Wealth Management
RBC Asset Management
• Investment management and products
• 11% market share in Canada and over $80 billion in assets under management
RBC Dominion Securities
• Full service brokerage
• Serves 290,000 households with over $150 billion in assets under administration
• Over 1,300 investment advisors
• 28% share of bank-owned brokerage market and 22% of total market
RBC Dain Rauscher
• One of the largest full service brokerage firms in the US
• Serves 306,000 households with over US$136 billion in assets under administration
• 1,665 financial consultants and 3,000 correspondent brokers
RBC Global Private Banking
• Banking, trust, discretionary investment management, international brokerage, global custody
• 33 offices in 21 countries
• 33,000 high net worth clients (assets > US$1 million)
• Clients from over 100 countries (40% UK, 19% Latin America)
RBC Direct Investing (Part of Canadian Banking Segment)
• Canadian discount brokerage
• One-stop-shop for self-directed retail banking and investments through the rbc.com website
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Global Footprint Built on Strong Performance
NEW YORK
EDINBURGH LONDON
DELAWARE
CHELTENHAM
MONTREAL
GUERNSEY
TORONTO
JERSEY
CALGARY
GENEVA
BEIJING
VANCOUVER
TOKYO
HOUSTON
HONG KONG
SAN
FRANCISCO
MIAMI
BRUNEI
MEXICO
CAYMAN
ISLANDS
BAHAMAS
CARACAS
SINGAPORE
DUBAI
MADRID
PORTO ALEGRE
ISTANBUL
BUENOS AIRES
MONTEVIDEO
SAO
PAULO
BARBADOS
• 33 offices in 21 countries
• 33,000 high net worth clients
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RBC Wealth Management Generalist Program
• Flexible 18-24 months program
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4-6 rotations of 4-6 months each in duration
Rotations across the RBC Wealth Management businesses
Market-centric / business-centric rotations
Opportunity for international rotations
• Senior management mentorship
• Pursue career path in a mutually agreed upon area
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Sample Rotations
• Research associate with Portfolio Managers
– Provide research and analytical support to a
Senior Portfolio Manager on the Canadian,
US or global equity team
• Product development at RBC Funds
– Work on a product team to enhance mutual
fund offerings to retail and institutional
clients
• Fixed Income and Equity Portfolio
Advisory Groups
– Become a part of the equity and fixed
income desks providing research and
opinions on Canadian, US and global
securities to our 1,300 investment advisors
• DS Business Development
– Develop and execute national strategic
initiatives to extend market leadership
• International Advisory Group
– Take part in international strategy projects to
develop the global brokerage platform
• Sales Effectiveness
– Manage the development of a new strategic
initiative with responsibility for all aspects of
project management and communications
with the sales team
• Strategic Initiatives
– Work closely with leadership on high level
strategy projects and competitive analysis
in support of business development
Note: these are examples of what generalists have done and by no means form an exhaustive list
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Generalist Qualifications
Generalist Qualifications
• Outstanding leadership and problem-solving skills
• Demonstrated record of academic success
• Strong interest in financial markets
• Excellent verbal and written communication skills
• Diverse range of extracurricular activities
• Fluency in other languages is an asset
• Creativity, flexibility, and a sense of humour!
• This program is open to both graduates and undergraduates
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Recruitment Process
Mid to Late
September
Info sessions
September [ … ]
Application
Deadline
Early
October
On-campus
Interviews
October 12
Final Interviews
October [ … ]
Offers
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RBC’s Business Segments