Dedicated consultants in your community
 

From marketing and practice consultants to strategic data insights, we have teams of dedicated professionals primed to boost and grow your business. Many of these specialists have held investment support roles in the past, so they have walked a few hundred miles in your shoes and have an intimate grasp of your needs and challenges.
 

Advisor websites on tablet and mobile devices

Connect with current and future clients

In moments of change and transition, it is especially important to tell your story to clients – both those you currently serve and those you may be interested in attracting. Consistent, relatable, and current marketing helps you communicate your unique value proposition vividly and succinctly, and our in-house experts are poised to create it for you.

  • Build your online presence with a website for your team
  • Spark valuable conversations using LinkedIn
  • Enjoy custom, on-demand creative – from copy and video to graphic design – from RBC Wealth Management’s creative studio
webex video screen

Unlocking seamless business growth

Let our diverse group of professionals, boasting an equally wide array of services and offerings, set your business up for smooth growth.
Practice management. Discover opportunities unique to RBC Wealth Management, potential efficiencies, superior software, and streamlined processes, and let us walk you through implementing improvements.
Training & development. From our group programs to one-on-one consultations, we are partners in supporting RBC Wealth Management members from their first day at the office and every day thereafter.

Business meeting in sunny boardroom

Putting your finger on the pulse

Be it a tax reform or a regulatory amendment, our Financial Advisory Support Team is the first to know about it and what it means for an individual client. Consisting of accountants, lawyers, and other specialists, this select group of insiders is available to you via phone or email so you can offer fast, accurate, actionable responses to your clients’ most complex questions.

analytics dashboard on laptop

Building your business

We are looking toward the future, right alongside you. We offer invaluable guidance on maximizing your existing book of business and continually augmenting it.

Business development. Your business development consultants are armed with a wealth of strategies, ideas, and best practices to grow your business.

Client intelligence. Our team of data scientists relies on in-depth analysis to offer an unmatched lens on prospective clients, making your job of winning new clients an easier one.