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RBC Wealth Management Generalist Program

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Canadian Wealth Management

US & International Wealth Management

Global Asset 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

Canadian BankingU.S. & International

BankingWealth

ManagementCapital Markets

RBC Business Segments

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Components of Wealth 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

Canadian Wealth

Management

U.S. & International

Wealth Management

Wealth Management

Global Asset

Management

• RBC Asset Management • Voyageur Asset

Management

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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

Components of Wealth Management

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Global Footprint Built on Strong Performance

MONTEVIDEO

LONDON

GUERNSEY

JERSEY

GENEVA

TOKYO

HONG KONG

SINGAPORE

DUBAI

MONTREAL

BARBADOS

CAYMAN ISLANDS

NEW YORK

CALGARY

VANCOUVER

MIAMI

BAHAMAS

BRUNEI

BUENOS AIRESISTANBUL

SAO PAULO

MADRID

SANFRANCISCO

PORTO ALEGRE

HOUSTON

EDINBURGH

CHELTENHAM

TORONTO

CARACAS

BEIJING

MEXICO

DELAWARE

Global Footprint Built on Strong Performance

• 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

– 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

Note: these are examples of what generalists have done and by no means form an exhaustive list

• 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

• 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

• Strategic Initiatives– Work closely with leadership on high level

strategy projects and competitive analysis in support of business development

• 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

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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

Application Deadline

On-campusInterviews

Final Interviews

Offers

September [ … ]

Early October

October 12

October [ … ]

Info sessionsMid to Late September

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