Summary

Welcome to the RBC Wealth Management Case Competition! The main intent of this competition is to evaluate your ability to contribute both in a group and as an individual. You will spend June 30th to July 8th window to answer two questions. You will be assigned to a team to answer the group question and individual question will be answered on your own in same window of time. Check out the Rules of Engagement for all challenge information.

What will you do for your company?

This is third of a four stage evaluation process for Wealth Management Generalist Program (WMGP) 2021. Top-performing students of the Case Competition will be granted an interview for final stage of selection process in late July 2021. Imagine working at the largest bank in Canada. As part of our dynamic 24-month WMGP program, you will have the opportunity to gain an understanding of the day-to-day operations of several wealth management businesses and a high-level understanding of the entire RBC Wealth Management enterprise.

What would your company do at the end of the course?

On July 16th, 2021 teams will virtually present their recommendations to a panel of RBC judges during Presentation

FINAL SUBMISSION: The group and individual submission must be submitted by Thursday July 8th, at 3:00 pm (EST). Ignore the 'Project End' milestone.

Group 1

Mentor 1: Slava Sherbatov ssherbatov@phn.com Mentor 2: Stephanie Breitman, stephanie.breitman@rbc.com

Group 2

Mentor 1: Heidi Gunkel Mentor 2: Earl D'Almeida, earl.d'almeida@rbc.com

Group 3

Mentor 1: Jesse Coote, jesse.coote@rbc.com Mentor 2: Roberto Andrade, roberto.andrade@rbc.com

Group 4

Mentor 1: Pending Mentor 2: Rachel Sarsan, rachel.sarsan@rbc.com

Group 5

Mentor 1: Kiki Oyerinde, kiki.oyerinde@rbc.com Mentor 2: Ali Akerman, ali.akerman@rbc.com

Group 6

Mentor 1: Yi Shi, yi.shi@rbc.com Mentor 2: Ashok Srithavanathan, ashok.srithavanathan@rbc.com

Problem Statement:

Please discuss current trends in social impact investing, and more specifically, which client segments are most interested in impact investing?

Assignment June 30

30 Candidates

6 groups: 5 candidates in each group. Each group paired with 2 mentors

Completion July 2, July 5 and July 6

Groups to connect with mentors & mentors to evaluate level of participation

Groups work on finalizing their findings July 6-7

Groups to submit final presentation in Riipen July 8 3:00pm EST.

Evaluation July 9, 10, 13

Mentors to review presentations

Decision July 16 Six (6) thirty (30) minute presentations

• 15 min presentation
• 10 min Q&A
• 5 min notes (panelists)

16 Candidates selected for final rounds on July 21

Challenge monitored by RBC members