RBC Wealth Management Generalist Program

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• RBC Wealth Management Generalist Program

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RBCs Business Segments
Canadian Banking
U.S. International Banking
Wealth Management
Capital Markets
Global Asset Management Canadian Wealth
Management US International Wealth Management
Personal Financial Services Business Financial
Services Cards and Payment Solutions Global
Insurance
Banking RBC Dexia IS
Global Markets Global Investment Banking and
Equity Markets Other
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Components of Wealth Management
Wealth Management
Canadian Wealth Management
Global Asset Management
U.S. International Wealth Management

• RBC Dominion Securities
• Private Counsel
• Estate Trust Services

• U.S Private Client Group
• U.S. Correspondent Services
• International Wealth Management
• Trust Services
• Banking/Credit
• Brokerage
• Discretionary Investment

• RBC Asset Management
• Voyageur Asset Management
• Phillips, Hager North

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Components of Wealth Management

• RBC Asset Management
• Leading company within Canadas mutual fund
  industry with 12.5 market share
• 92 billion in assets under management
• Received the Lipper Award for Best Overall Fund
  Group in Canada for the second consecutive year
  in 2008
• RBC Dominion Securities
• Canadian leader in investment management for
  affluent and high net worth investors, on both a
  discretionary and non-discretionary basis
• Full service brokerage with approx. 1,400
  investment advisors and 152 billion in assets
  under administration
• Independent investment culture
• RBC Private Counsel
• Discretionary investment management services to
  high net worth clients
• 27 investment-counseling teams in 13 offices
  across Canada
• RBC Wealth Management, U.S. Division
• One of the largest retail securities businesses
  in U.S.
• Serves over 305,000 households with over US145
  billion in assets under administration
• Nearly 1,800 financial consultants and a network
  of 161 locations in 39 states
• RBC Wealth Management, International Division
• Client solutions include private banking and
  credit, international trust services,
  discretionary investment management,
  international full-service brokerage and global
  custody and fund administration
• 36 offices in 22 countries and 35,000 high net
  worth clients

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RBC Wealth Management Generalist Program

• Flexible 2 year rotational program
• 4 rotations each approximately 6 months 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 Manager
• 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 over 1,370
  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
• Join International Portfolio Advisory Group to
  assist international investment advisors with
  global securities coverage
• Sales Effectiveness
• Manage the development of a new strategic
  initiative with responsibility for all aspects of
  project management

• 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 oral 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