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Your path can lead to RBC

Nov 18, 2020 05:00 PM Mountain Standard Time - Nov 18, 2020 06:00 PM Mountain Standard Time
Location To Be Determined

Join our live career event to learn about the expanding role of an Investment Advisor.

Our Investment Advisors are passionate about what they do and why they do it. It’s hard not to be, when your role is to help families make progress toward important life milestones.

We invite you to join us for a career event broadcast. You’ll learn more about the opportunities and challenges of building a professional practice as an Investment Advisor and hear insights from RBC Dominion Securities executives and Advisors.

To register for the event, please click on the RSVP link below and complete the confidential registration form.



A career that attracts people with varied interests and academic backgrounds. 

Careers at RBC Dominion Securities

If you are an Investment Advisor or a professional in the financial services industry, are passionate about investments and wealth management or have been a standout in sales and relationship management, we’d like to meet you.

No firm can offer you more advantages than RBC Dominion Securities. You’ll grow your business, expand your financial expertise and help some of our 400,000 clients reach their personal and life goals.

Along with a team of hundreds of regional and head office resources, and a proven training program, we are completely dedicated to supporting the growth of our advisors’ businesses. Our Branch Manager is non-producing, so we can dedicate more of our time to helping you succeed.

We’d be pleased to send you a copy of the brochure "Your Competitive Advantage" where you can learn about RBC Dominion Securities and what it’s like to be a part of the team.

To learn more, send your resume in strictest confidence to Jim Smyrl, Branch Manager at jim.smyrl@rbc.com or Mark Westby, Assistant Branch Manager at mark.westby@rbc.com, or reach either of us by phone at 780-428-0601. You can also visit RBC DS Careers.

We value diversity in the workplace, are committed to Employment Equity and will provide reasonable workplace accommodation to applicants with disabilities.

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Ranked #1 by our advisors, year after year

RBC Dominion Securities leads the industry in advisor satisfaction, support and firm stability – for the 12th consecutive year.

 

Investment Advisors ranked RBC Dominion Securities the highest overall (9.4/10) among all Canadian wealth management firms in the 2018 Investment Executive Brokerage Report Card, the industry’s annual survey of advisors’ satisfaction with their firms.


In total, RBC Dominion Securities led in 31/32 categories for which a rating was calculated among bank-owned wealth management firms, including a perfect 10/10 for firm stability (the survey’s only perfect score).

The survey results reflect our focus on the significant changes facing advisors’ businesses, including digital disruption, ongoing regulatory reform, the shifting competitive landscape and higher expectations from high-net-worth clients.

How Investment Advisors rated their firms

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Custom investment solutions that work for your clients

Clients rely on us to provide expert advice and a disciplined approach to manage their portfolios. Our advisors have access to a variety of investment account structures that address the individual needs of each client.

 

Discretionary Account Management

Private Investment Management (PIM) is our premium level of discretionary portfolio management. Accredited portfolio managers have access to a suite of proprietary web-based tools to seamlessly manage and review their discretionary portfolios. These integrated tools allow portfolio managers to create models, bulk trade across multiple accounts, manage and view clients at the household level.

A+, our unified managed account platform, is an innovative investment platform that gives advisors convenient access to over 50 of the world’s leading internal and external investment managers, typically available only to large individual and institutional accounts, as well as a suite of more than 2,500 Mutual funds and ETF’s. Fully customizable, A+ is a sophisticated, tax-efficient portfolio that gives your clients direct ownership of individual investments in their portfolio.

Personalized client reporting

Our client reporting system allows advisors to create customized client reports quickly and easily across all DS programs in a single report.

“At RBC, you have the distinct advantage of holding both discretionary and advisory relationships with the same client.“

Non-Discretionary Account Management

Designed for clients who wish to remain involved in the day-to-day details of managing their wealth, the Advisor and Commission programs are a non-discretionary approach to investing, where the client and advisor work in partnership to reach financial goals. The Advisor program is built on a single household fee, while the commission program follows a traditional fee for transaction model.


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Success starts with unrivalled expertise

A dedicated team of specialists stands behind each and every investment advisor.

 

The RBC Dominion Securities (RBC DS) Portfolio Advisory Group (PAG) provides advisors with asset allocation guidance, investment ideas and recommendations. They can assist you with preparing portfolio reviews and proposals by delivering objective and independent insights and provide one-on-one advice on fulfillment selection and client presentations. All to better help you to service your clients.

Leverage multi-faceted support from market information and commentaries, model-guided portfolios, the DS daily Morning Insight and Mid-Day Insight publications, as well as regular client communications such as Global Insight Weekly and Global Insight Monthly. The RBC DS Asset Allocation Guide also provides guidance on asset allocation from the Canadian Investment Committee.

Every advisor benefits from access to robust and insightful global research and strategy. Our award-winning analysts at RBC Capital Markets, and our third party research and independent research providers, provide in-depth coverage of equities, fixed income, investment grade and high-yield credit, foreign exchange and economics, in a customizable website — RBC Insight. Using interactive tools, you can create custom searches, subscribe to specific commentary, explore recent reports and access an archive of research products.


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Incomparable investment in technology

As the industry leader, RBC Dominion Securities has the size and scale to continually reinvest in the business to support future growth. Our digital applications will transform the way we do business and ensure we remain relevant to clients now and in the future.

 

“In 2017, our mobile app Advisor’s Virtual Assistant (AVA) won an ongoing investment Banker & PWM Global Private Banking Awards, for Best Initiative of the year in relationship management”

Each year, we put more than $60 million in our technology platforms, with a focus on improving advisor efficiency, enhancing client experience, and meeting regulatory requirements.

As we continue to transform client accounts to better manage and share data, our systems are becoming more integrated and efficient, resulting in more time for you to serve clients and grow your business.

In a rapidly evolving regulatory environment, we leverage technology to enable us to meet our obligations in an efficient manner. Whether we’re delivering client materials through our secure DS Online platform or enhancing our client reporting, we continue to innovate to ensure clients receive timely account information.

Award-Winning Mobile App

Advisor’s Virtual Assistant (AVA) provides advisors with on-the-go access. With AVA, you can quickly find clients/households, instantly connect with clients via e-mail and phone and easily review a client’s portfolio of accounts details. Client bios, notes, tasks and client emails are all at your fingertips. You can also dictate notes straight into the client record and review and approve eKYCs on the fly.

Wealth Projection

A real-time projection tool that provides a holistic overview of a client’s financial picture, myGPS™ is designed to meet the changing wealth management needs of clients by providing a holistic view of client goals, priorities and solutions.

Social Media

Hearsay Social is RBC Dominion Securities’ social media supervision and digital marketing tool. The application includes a content library of pre-approved marketing materials which advisors can share with their clients using LinkedIn and Facebook.

One Trade Platform

RBC has one, easy to understand trade platform that is mobile enabled.

Online Client Access

DS Online is our secure, private website that gives clients convenient 24-hour access to account information, research, tools and eDocuments from any computer with secure internet access. Clients can keep track of the progress they are making towards achieving their financial goals at their convenience.


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Commitment to ongoing investment

$60MM Annual Technology Investment

Broad range of technology solutions you expect, including:

  • Customer relationship management and planning
  • Trading and research
  • Reporting
  • Practice Management
  • Mobility
  • Client Communication

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Your business, backed by the best of RBC

When you choose RBC, you’re choosing to benefit from the financial stability and strength of a truly global institution, ranked 12th largest in the world based on market capitalization and fifth largest in North America. Beyond the assurance of knowing we have one of the highest quality balance sheets, we truly believe in creating an advisor experience that will enable you to serve your clients and continue to grow your business.

 

A world of expertise

Canada's Most Valuable Brand

"Brand Finance, 2018"

Best Private Banking Services in Canada

"Euromoney,2018"

Highest in Customer Satisfaction Among the Big Five Retail Banks

JD Power's 2018 Canada Retail Banking Study

North American Retail Bank of the Year

Retail Banker International magazine, 2018

Best Innovative Client Solution

Family Wealth Report Awards, 2018

Best Workplaces in Canada

Great Place to WorkTM Institute Canada and The Globe and Mail

As a distinct business within RBC, we’re supported by the highly-respected reputation of the RBC and RBC Wealth Management brands while maintaining an independent focus.

We’re committed to providing our advisors with a boutique firm feel that allows them to grow professionally and find personal balance. As an investment advisor with us, you have access to our experts in investment and portfolio management, wealth planning, trusts, will and estates, business owner planning, banking and insurance.

Our advisor teams are given the support they need to realize their business goals, and offer an unmatched experience to their clients that grows more than wealth.


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Building teams of the future

As our business becomes more complex, we’re committed to providing our investment advisors and branch teams the support they need to further each business’ success. With customized training for advisors and branch employees, we offer one-on-one technology and application training, group mobile training sessions and in-class programs.

 

IA training

The investment industry is constantly evolving with new products, strategies and regulations to learn. Once you have built a foundation for your business, there are additional training programs that will help you develop new business strategies and plans. Some in-class programs include Executing Wealth Management and Enhancing the High-net-worth Client Experience. Online learning, mobile classroom courses and conference calls and webcasts are also provided to ensure you can provide an unmatched experience to your clients as their expectations continue to evolve.

Supporting the next generation of advisors

The President's Club New Investment Advisor Training Program has a more than 60-year history of helping teach and coach new investment advisors in the first five years of starting their business. The program uses a combination of online, in-class and self-study to help participants develop the skills and knowledge required for a successful and rewarding career as an investment advisor.

Committed to continuing education and training for branch support staff

We want our teams to anticipate our clients’ needs and continuously improve to help our investment advisors grow their businesses. Our branch employees receive development opportunities to further their career, and have access to a comprehensive range of courses and programs. Courses include New Assistant/Associate training, as well as Wealth Management, Investments and Client relationship/Sales training.


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Fostering an inclusive environment

At RBC, we believe building your business should help you grow more than personal wealth. It should fulfill you in ways that satisfy your ambitions, allow you to make an impact and give you the opportunity to find meaningful balance in all aspects of your life.

 

That’s why we’ve implemented and continue to support a number of initiatives to attract the industry’s most talented women advisors to our firm, and leave a legacy for more than just their clients.

The Women’s Advisory Board (WAB), established in 2009, is a forum for women advisors across Wealth Management Canada that is committed to diversity and inclusivity in the workplace, and helping women empower each other to achieve their professional goals.

Through the IA leave program, a first in the Canadian investment industry, advisors can take time away from their business with the peace of mind that their book of clients will be managed by a colleague in their absence. The freedom to focus on what matters most is ingrained in everything we do at RBC.

We also believe strongly in personal growth and nurturing curiosity. Through the RBC Wealth Management mentorship program, you have the opportunity to learn from senior peers on how to navigate your careers, build your business, and share your experiences with advisors who are new to the industry.

Every other year, the WAB organizes a Women’s Symposium which is a networking opportunity for women advisors and teams and a forum for sharing ideas and best practices to help teams take their businesses to the next level.

We also look for opportunities to help women in our communities grow. Together with the Women’s Brain Initiative (WBHI), RBC Wealth Management Canada created the Healthy, Wealthy, and Wise client event series to raise awareness of the brain aging diseases affecting women and the importance of having a financial plan for the future. Over 500 women have participated since 2016, helping to shed light on this issue, and allowing our advisors to offer an unmatched experience to their female clients.

Through all of these initiatives and more, we believe that fostering a collaborative, value-based culture of inclusivity and integrity means we can meet new challenges together, help create a purposeful and prosperous future for our communities and grow more than wealth for our clients.

And while your role with RBC Dominion Securities will be to preserve the legacies of your clients for generations to come, the opportunity is here to establish your own.

“The best part of the IA leave program is that it gave me the flexibility to look after my family with the peace of mind that my clients were being well taken care of.”

-Macy Fine, Wealth Advisor


Jim Smyrl

Vice-President & Branch Manager

780-493-7766 | Email me

Mark Westby

Assistant Branch Manager & Investment Advisor

780-493-7756 | Email me