You’ve worked hard to build your business. It’s time to take it to the next level with the full strength of Canada’s most valuable brand behind you.
For the seventh consecutive year, RBC is the #1 Most Valuable Canadian Brand, and the only Canadian brand to make the global list. (2025’s Kantar BrandZ Top 40 Most Valuable Canadian Brands)
The RBC brand unlocked growth we didn't even know was possible.
– Ronan Clohissey, CIM
Senior Portfolio Manager
Recognized as a top bank-owned wealth management firm
We’re honoured to be ranked as a top bank-owned wealth management firm by our advisors in the 2025 Investment Executive Brokerage Report Card. In this annual survey of advisor satisfaction, RBC Dominion Securities advisors rated us the highest in key categories.
Freedom to make product choices
Products and support for HNW clients
Quality of product shelf
Support for remote system access and transactions
Leadership team
Overall Net Promoter Score
*The Net Promoter Score ranges from -100 to 100. A score of zero or more is considered good, of 50 or more is considered excellent and of 70 or more is considered exceptional.
Core to our approach is this truth: no one knows your clients better than you.
—David Agnew, Chief Executive Officer, RBC Wealth Management Canada
Investment management
At RBC Dominion Securities, your investment philosophy is front and centre. Our dynamic platform gives advisors full control of client portfolios and access to a breadth of investment solutions, including global equity markets, proprietary and non-proprietary funds and models, as well as fixed income markets (including 30-plus GIC issuers), to name a few.
I firmly believe RBC is leading the 'supportive independence' charge in the industry. They give you the freedom to run your practice with autonomy, supported by the strength, stability, and global reach of Canada’s largest financial institution.
– Jason Devison, CIM
Portfolio Manager
The flexibility to tailor your approach
Serve your clients the way that best suits them — and you — with one of our flexible investment approaches, or combine a few for a tailored solution.
Multiple managers, manifold benefits
Through our A+ program, you can build your clients’ portfolios using world-class institutional money managers’ segregated portfolios.
- World-class managers: RBC Wealth Management ensures consistent quality and merit for the long term through rigorous and ongoing due diligence.
- All investment styles: Your clients gain access to virtually every investment category, including segregated securities, mutual funds, and ETFs.
- Superior trade execution: Leveraging THOR, RBC Capital Markets’ proprietary cutting-edge order router, as well as Aiden, its patented AI-powered electronic trading platform, our traders take special care with every order.
- Automated regulatory reporting: Personalized household reporting is made easy through our in-house tool.
Expertise in your corner
Gain access to a deep bench of elite market analysts and investment strategists who provide vetted insights and thorough due diligence. These experts are here to support you and your investment decision making, so you can support your clients.
Portfolio Advisory Group
A group of global analysts who provide independent and objective investment guidance, including strategic and tactical, through regular day-to-day newsletters and one-on-one consultations. They also design and manage model portfolios which have consistently performed well against their benchmarks.
RBC Global Asset Management
A North American asset manager with global scope and impressive management capabilities, RBC Global Asset Management serves as a reliable, significant brain trust, delivering expertise on security selection, portfolio construction, and tactical asset allocation.
Global Manager Research Team
Drawing on the expertise of sector and theme specialists, RBC Wealth Management’s A+ program of world-class third-party managers is curated by in-house analysts who are focused on consistent, repeatable results.
RBC Capital Markets
Recognized internationally by the most significant corporations, institutional investors, asset managers, private equity firms, and governments as an innovative and trusted partner, award-winning RBC Capital Markets provides you with in-depth equity research and fixed income analysis and products.
RBC Economics
With an eye to market trends as well as both micro- and macro-economic forces, the experts at RBC Economics deliver in-depth analyses and comprehensive reports on timely and relevant topics.
Third-party research partners
By collaborating with external world-class research firms — such as Veritas Investment Research, Morningstar, Credit Suisse, J. P. Morgan, Ned David Research Group, and Sustainalytics — RBC Wealth Management is able to deepen and broaden the level of market expertise at your command.
Cutting-edge investment opportunities. No-stone-unturned due diligence.
Alternative and private investments call for enhanced quality assurance. Balance your clients’ most ambitious aspirations with objective, sophisticated guidance backed by RBC Wealth Management’s systematic, intensive vetting process.
Alternative investments
Our dedicated Alternative Investments Team provides you with advice on integrating fixed, equity, and real alternative investments into client portfolios.
Private investments
Performing intensive due diligence, RBC Wealth Management’s Global Manager Research analysts can offer guidance on private market offerings, including but not limited to debt, equity, infrastructure, real estate, and natural resources.
The big difference at RBC DS is having complete freedom to do what is best for my clients.
–Andrew Huxter, Senior Investment Advisor
Future-focused technology and teams
Whether it’s modernizing our branch technology infrastructure or continually simplifying, streamlining, and automating processes, we aim to be leaders in all areas that enable and empower you and your team to be as efficient as possible.
Simplify and enhance the client experience with our digital tools
The right tools are essential for you to efficiently and effectively deliver high-end service to your clients. That’s why we continually invest in the best new technology and features to help you stay ahead of the game, including:
- A centralized Salesforce-powered “workstation” to seamlessly connect you to clients and prospects
- An innovative and unified portal for your clients, prospects, and COIs
- An “easy-button” to complete client requests in mere minutes
- RBC Assist Pro—our internal generative AI tool—to help you draft client communications, build team processes, summarize documents, simplify notes, summarize research, and more
Run your practice on the go
Our Advisor’s Virtual Assistant (AVA) app was developed to help you stay connected with your clients from your mobile device. Whether you use Android or Apple iOS, AVA enables you to:
- Search and view your clients’ account details and contact them directly
- Organize your day with access to events, tasks, and emails, all in one place
- Review and approve KYCs electronically, quickly, and efficiently
- Access live market information using data feeds, research, and analytics
Identify and report on your clients’ goals
myGPS is our user-friendly cash flow projection tool to support wealth management discussions and identify opportunities. The integrated application quickly provides a comprehensive overview of your clients’ financial situation and enhances their service experience.
Helping you make the most of the latest tech
With a growing number of complex software tools, every advisor has access to the Practice Management, Training & Development and Business Analytics teams who can give you and your team the confidence you need to identify revenue opportunities and help your practice become more profitable.
The myGPS planning tool has been transformational to my client meetings. Every client has a comprehensive plan, and we continuously refine it each year as their circumstances evolve.
–Dian Chaaban
Senior Portfolio Manager & Wealth Advisor
Supporting the people who support you
Your business is a well-oiled machine, and your associates, assistants, and planners are the fuel that keeps it running at its most optimal. We work to provide tools that help streamline day-to-day administrative tasks so your team can focus their attention where it’s most impactful: client interactions.
“The ease and personalization of regulatory reporting provides me with the confidence to go the extra mile for our clients in all aspects of wealth management.”
—Jill Dubreuil, Associate Advisor
“Client account opening and onboarding is seamless and efficient, leaving more time to focus on building strong and lasting client relationships.”
— Paul Waldrop, Senior Administrative Assistant
Partners in building your practice
From marketing and practice consultants to strategic data experts, 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 a deep understanding of your needs and challenges.
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. Professional marketing assets help you communicate your unique value proposition vividly and succinctly, and our in-house experts are poised to create them for you.
- Build your online presence with a personalized website for your team.
- Spark valuable conversations using LinkedIn and Facebook for Business.
- Enjoy custom, on-demand marketing support — from brochures and emails to video — from our firm’s creative studio.
Advisors considering a move should know that the firm is focused on providing an environment and support to help you assist clients. This leads to a growing and thriving business.
–David Yee, BA, CFP, CIM, FCSI
Senior Associate Branch Manager, Investment Advisor & Financial Planner
Client experience
Our drive to continue to accelerate the digitalization of the client experience is a win-win. You’re more free to focus on building relationships and your clients are more satisfied.
With the myProposal tool, you can build client-friendly wealth and investment proposals. The intuitive interface makes it easy for you and your team to customize content, save and share materials, and leverage existing templates so you can streamline the proposal creation process.
At RBC Dominion Securities, I’ve experienced a meaningful shift in how I can serve clients and grow my practice. One of the biggest differences has been the strength of the tools and resources available to my clients.
—Rachelle Allen, CIM
Portfolio Manager & Wealth Advisor
Expanding your wealth offering
Your clients’ needs are ever-changing and multifaceted. At RBC Dominion Securities, you will be prepared to meet all of them with the industry-leading RBC Family Office Services team on your side. A team of 250 accounting, tax, and legal specialists, as well as financial, business owner, and business succession planners, these experts are committed to servicing your clients to the highest standards—and they’re only a call or click away.
Financial Planning Specialist Team
Accomplished financial planning professionals, nearly all with an accounting or tax background, are available to meet with you and your client, determine your client’s goals and expectations, clarify their current financial status, and develop and present a detailed Compass financial plan.
Estate Planning (Insurance) Specialist Team
Experts in life and living benefits insurance, these specialists will meet with you and your client to perform a discovery and recommend appropriate solutions from one of our insurance service providers.
Will and Estate Consultation Team
Our lawyers will meet with you and your client to discuss structuring the succession of their estate in an efficient and tax-effective manner. They will provide you and your client with a report that outlines the various estate planning strategies discussed and recommendations for the client.
Financial Literacy Consultant Team
This team can speak with the children and grandchildren of your clients for discovery and gap analysis to provide timely and relevant financial education. They also consult with advisors on educational resources available and work with teams to plan and deliver educational client events.
HNW/Business Owner Consultant Team
This team provides customized tax and estate planning recommendations, plus overall wealth planning and business succession planning for higher-net-worth families. For business owners, they develop a comprehensive and holistic plan focused on personal and corporate objectives.
Royal Trust - Regional Trust Advisor Team
Regional trust advisors are available to meet with advisors and clients to discuss the ways Royal Trust can assist clients with corporate executor, agent for executor, agent for POA, and other services.
Our team is your team – from legal and tax expertise to financial planning, you’ll never do business alone.
—Tony Maiorino, Vice-President and Director – Head, RBC Family Office Services
Professional development and training
Whether you're onboarding fresh talent or leveling up your own skills, we’ll ensure your team is ready for what's next. We offer programs that help build foundational knowledge and get new team members up to speed fast, then dive deeper to develop the specialized skills that help your team grow.
Build a comprehensive foundation for primary roles on your team with our specialized programs.
- New Investment Advisor Training Program
- Admin/Associate Fundamentals Training Program
- Wealth Management Fundamentals for Associates
- Senior Associates Program
- Associate Discretionary Management Training Program
- Business Development for Associates
- Strategies for Investment Associates Training Program
- Associate Advisor Training Program
- Summer Student Essentials Training Program
Dive deeper into specific subject matter, with training and consults delivered by experts.
- Business Application Specialist Consultations
- Business Application Specialist Support Desk
- Digital Engagement Consultations
- Process Optimization Consultations
- Team Performance Consultations
- New to Discretionary Session
- Introduction to A+ Workshop
- Business Development Consultations
- Mobile Classroom Training Sessions
Program spotlight
Associate Advisor Sales Training
This program is designed for associate advisors in a sales role with significant experience. Participants will typically have involvement in prospecting, building client relationships, management of a portion of clientele, portfolio construction and review.
Program spotlight
Competitive Hire Consultations
We proactively deliver guidance and coaching to competitive hire teams—customized just for you. Consults include oversight to improve workflows and connect teams with peers, subject matter experts, and resources that support a seamless transition and the growth of your business.