Be part of Thunder Bay's most forward-thinking team

If you are an Investment Advisor or an established professional such as an Accountant or Financial Planner, 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.

Safe
 

RBC Dominion Securities is honoured to be the highest-rated bank-owned brokerage, 2021 Investment Executive Brokerage Report Card

 

Meeting the challenges of a changing world

As the world moved increasingly online during the early days of the pandemic, we helped our clients stay connected by launching new digital tool. This includes our new secure client website and applications to help clients open accounts and sign documents safely from home. We received top marks in a new category, Client Onboarding Tools.


Providing strength and stability in difficult times

Especially during times like these, it's important to have the support and resources of a highly stable wealth management firm. In addition to investing in new digital capabilities, we have continued to invest in our industry-leading wealth management services.

In the report card, we received the highest scores among bank-owned firms in all wealth planning categories, including support for: Developing a Financial Plan for Clients (9.5), Wills & Estate Planning (9), Tax Planning (8.8) and Insurance Planning (9.2). We also led in two key categories important for servicing clients with more complex financial situations: Products & Support for High-Net-Worth Clients (9.5) and Support for Discretionary Portfolio Management (9.3). RBC DS outclasses the average in all categories

business woman talking meeting room

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, as well as 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 ETFs. Fully customizable, A+ is a sophisticated, tax-efficient portfolio that gives your clients direct ownership of individual investments.

Personalized client reporting

Our client reporting system allows advisors to compile and organize customized data quickly and easily across all Dominion Securities programs into 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 offer 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-per-transaction model.


rbc sign

An integrated approach to wealth planning with myGPSTM

Wealth planning plays a lead role when it comes to ensuring the unknowns are accounted for and that objectives are met no matter what the future may hold. At RBC Dominion Securities, you will have access to tool that will help you take an integrated approach with your clients to identify, plan, track and help them realize their wealth goals — myGPSTM.

 

myGPSTM stands for “Goals, Priorities, Solutions,” and the purpose of the tool is to provide individuals with personalized direction in their wealth planning. myGPSTM enables our advisors to identify an individual’s goals, and helps them manage life-changing events and milestones via a detailed and customizable client projection – which can be displayed on a tablet or screen in real time.

Building the client-advisor relationship

With growing trends in online services within the financial industry, myGPSTM provides a value-added option by offering a complementary channel for building the human relationships that are fundamental in successful wealth planning. myGPSTM simplifies the process of information collection and storage, and then takes it one step further in using that information to generate potential opportunities and planning considerations that become important discussion points between the client and advisor. It’s here where the integrated approach of myGPSTM truly shines. The design of the tool gives our advisors a very clear, accurate, and up-to-date snapshot of the individual’s situation, which in turn better enables them to bring expertise to the table with precise solutions and assistance in navigating the path toward achieving long-term goals.

Providing relevance for a wide user base

One of the key objectives of myGPSTM is to provide a simplified and effective wealth-planning projection for individuals across multiple stages of life. Serving everyone from young adults who are taking on more financial responsibility to those nearing or into their retirement years, myGPSTM has capabilities built with everyone’s goals and needs in mind. Another feature of myGPSTM is planning functionality and solutions for business owners. In fact, one of the key questions in generating a personalized report addresses business survival in a major change or crisis and overall business succession planning.

myGPSTM is an interactive tool that can help your clients visualize the wealth planning process. Demonstrating how change impacts future financial situations in real time on a tablet or screen enhances your conversations and helps ensure your clients’ wealth goals become a reality.


woman shaking hands

Opportunity to provide continuous feedback for improvement

At RBC Dominion Securities, you have all the advantages of the largest wealth management firm in Canada — world-class investment products, research, and tools — paired with a boutique firm culture. We strive to solicit feedback and encourage thoughtful sharing through our advisory boards, ensuring voices are heard at all levels.

 

Comprising advisors from across Canada, representing diverse business practices, the Dominion Securities Advisory Board (DSAB) focuses on making our advisors the best informed and most profitable in the industry. The DSAB is the link between investment advisors and the senior management and support teams.

The board meets regularly to enhance business operations and proactively bring field issues to the attention of management.

The Managers Advisory Board (MAB) is a group of branch managers nationwide that aim to improve the branch manager experience and are motivated to make RBC Dominion Securities a great place for advisors to build their businesses.

The MAB acts as a sounding board for various firm initiatives, strategies and policies and also shares best practices and operations at the branch level.

The Investment Associates Advisory Board (IAAB) consists of associates and assistants who act as a voice for their peers, passing on concerns about operational and training issues.

The IAAB is also consulted on operational initiatives that impact client service to obtain feedback drawn from their unique perspectives.

Furthermore, there are many other established advisory boards that provide vehicles for communication, collaboration and development of all functions at RBC Dominion Securities.

“I have been privileged to be a part of the DSAB. We are lucky, despite our large size, to have a culture where our executive team is very accessible and responsive to our feedback. Our ideas and feedback are not only welcomed, but in many cases our advice is solicited in the early stages of major initiatives. The advisory boards provide a formal avenue for all employees to provide feedback directly to the firm’s decision makers. This collective voice provides unique insight and valuable information that will allow RBC Dominion Securities to be highly adaptable and a continued leader in our industry.”

– Michelle Vickers, former DSAB chair, Advisor Experience & Client Strategy Officer at RBC Wealth Management Canada


Send your resume in strictest confidence to:

Shawn Kunnas
Branch Director & Portfolio Manager
Phone: (807)-343-2042
shawn.kunnas@rbc.com

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

RANKED 1 trophy illustration

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 (9/10) among all Canadian wealth management firms in the 2021 Investment Executive Brokerage Report Card, the industry’s annual survey of advisors’ satisfaction with their firms.


In total, RBC Dominion Securities led in 18/29 categories for which a rating was calculated among bank-owned wealth management firms.

The survey results reflect our focus on giving advisors the tools to win clients and retain them, with RBC Dominion Securities’ top marks in reputation with clients and support for high-net-worth clientele. As well, it highlighted quality of our product offerings and the freedom our advisors feel to make objective product choices.

How Investment Advisors rated their firms

chart

Team meeting room

Marketing and business development consultation

Our marketing and business development teams are available to help your build your brand and grow your business. Providing one-on-one consultation and a suite of pre-built and customizable collateral, working with these teams can help you take your business to the next level.

 

Building your business

Our business development team will work with you to discuss strategies and best practices, and help generate ideas and opportunities for you to reach out to your clients, prospects, and centres of influence (or COIs, such as accountants and lawyers). They can help you plan initiatives to increase sales and revenue, build strategies to incorporate wealth management into your practice, and share relationship management strategies to help you maintain an efficient and best-in-class business.

Building your brand

Marketing, at its core, is informing, creating, updating, and communicating solutions that satisfy your clients’ (and prospective clients’) greatest pain points, wants, and needs. Our marketing team will work with you to develop customizable print and online campaigns to help you stay connected to your clients and ensure you have a strong online presence.

The internet, social media, and smartphones have changed the way customers research, interact with, purchase, and review products. As advisor teams increase their use of social media and websites, we can make sure you’re protecting yourself online and provide you with content that you can instantly share with clients, partners, COIs, and prospects via your website, on social media, or through email.

If you’re an advisor who wants to grow your book of business, having a strong online presence in today’s economy is as necessary as having a business card. Not only is it a great way to introduce yourself to prospects, it’s also a valuable tool for staying connected with clients, COIs, and partners, and it provides a recurring opportunity to help increase your share of wallet.

In today’s world, a strong online presence is a competitive advantage. And we’re here to ensure you can maximize your website and social media profiles to help you stay connected with your network and grow your business.


habitat for humanity

Making a difference in our community

A leading corporate citizen that helps clients thrive and communities prosper.

 

Our corporate citizenship strategy puts communities at the centre of what we do. In 2021, through the RBC Foundation, RBC Dominion Securities provided $3.8 million in donations to over 700 charitable organizations in communities where we have a business presence.

RBC employees and retirees did their share through the organization’s first-ever global Employee Giving Campaign in 2021. Together, they acted as agents of social change, raising nearly $22 million for 9,500+ charities.

donations graph

Investing in Canadian youth

We’re bringing young people together with community leaders, and partners across the private and public sectors, to help them prepare for the future of work. That commitment began in 2017 with RBC Future Launch, and the investment of $500 million over 10 years.

Financial Literacy

In the coming years and decades, it’s estimated that approximately $400 billion will be passed down to inheritors in Canada. With this in mind, we are strengthening our focus on younger generations. The Wealth Management Financial Literacy program, designed for individuals 16 years of age and older, will allow advisor teams to educate their clients, families, and communities.

National Community Initiatives

RBC Dominion Securities branches across the country support our national community partners through their volunteer efforts. Last year, we supported Dress for Success, Canada Food Banks, Canadian Mental Health Association (chapters all across Canada), Women’s Brain Health Initiative, Calgary Seniors' Resource Society, Ducks Unlimited, and Tree Canada. This is in addition to the many community organizations that our advisors support through their own personal giving.

We believe that creating positive social impact is absolutely integral to everything we do. It is fundamental to our philosophy and at the very heart of our approach to corporate giving.

Youth

RBC Race for the Kids
RBC Future Launch
Financial Literacy Education
Youth Mental Well-being Project

Arts

Emerging Artists Project

Sports

Canadian Olympic Committee
RBC Olympians
Team RBC (golf)
RBC Canadian Open

Grant Programs

Team RBC Grant
RBC Employee Volunteer Grant
RBC Global Citizen Award

Branch Engagement

Opportunities
Habitat for Humanity Builds
Local Food Banks
Volunteer/Donation Events
International Women’s Day
Engagement Events


men on Mobile app

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.

 

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 email 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 electronic KYCs on the fly.

Wealth projection

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

Social media

RBC Social for Business 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 toward achieving their financial goals at their convenience.


Commitment-to-ongoing-investment-chart

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

business woman talking meeting room

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, as well as 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 ETFs. Fully customizable, A+ is a sophisticated, tax-efficient portfolio that gives your clients direct ownership of individual investments.

Personalized client reporting

Our client reporting system allows advisors to compile and organize customized data quickly and easily across all Dominion Securities programs into 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 offer 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-per-transaction model.