RBC Wealth MAnagement

Overview

During my internship at RBC Wealth Management, I worked directly under Samuel Vetas, a financial advisor who has since transitioned to Ameriprise Financial. This role provided me with structured, professional exposure to the world of private wealth, portfolio construction, client advisory work, and long-term financial planning. I supported research, analysis, and operational functions across a broad book of clients, contributing to the preparation of financial plans, investment reviews, and client-facing materials.

My time at RBC gave me hands-on experience with portfolio performance evaluation, equity and ETF research, CRM systems, compliance procedures, and the day-to-day workings of a full-service advisory practice. Working closely with Sam, I saw firsthand how financial advisors integrate market analysis, risk management, client psychology, and disciplined fiduciary standards into a coherent advisory process. This internship marked a formative step in my career, strengthening my analytical skill set and deepening my understanding of the investment management profession.

My Role(s), Responsibilities, & Achievements

Investment & Portfolio Analysis

Assisted in reviewing client portfolios for allocation drift, performance metrics, and risk exposure
Researched equities, ETFs, fixed-income offerings, and sector-specific trends
Helped prepare market commentary and investment summaries for client discussions
Supported asset allocation modeling in accordance with client risk profiles

Financial Planning & Client Advisory Support

Prepared financial plan components, meeting packets, and performance reports
Supported KYC (Know Your Client) and onboarding processes, ensuring proper documentation
Sat in on client meetings to observe communication strategies, goal-setting, and behavioral finance considerations
Helped update financial plan assumptions based on new data or market conditions

Business Operations & Practice Management

Assisted with CRM organization, data hygiene, and client-segmentation projects
Helped coordinate client outreach campaigns, follow-up communications, and appointment scheduling
Managed administrative workflows including document handling, account updates, and internal communications
Observed practice-management principles relating to client service models, business scaling, and revenue planning

Research & Market Analysis

Conducted macroeconomic research across equity markets, fixed income, real assets, and monetary policy
Helped track Federal Reserve updates, economic indicators, and earnings-season summaries
Prepared internal research notes for advisor use
Developed a strong foundation in interpreting market data, economic themes, and investment narratives

Summary

My internship at RBC Wealth Management provided me with a disciplined, professional foundation in investment analysis, client advisory support, and day-to-day financial practice operations. Under the mentorship of Mr. Vetas, I learned how to think like an advisor: how to evaluate risk, prioritize client needs, assess market conditions, and translate complex financial concepts into clear and actionable guidance.

I left RBC with sharpened analytical skills, strong operational discipline, a deeper understanding of asset allocation and financial planning, and respect for the fiduciary responsibilities inherent to managing client wealth. These experiences now serve as part of the core foundation of my broader entrepreneurial, investment, and strategic endeavors—providing both structure and clarity to the way I approach financial decision-making and long-term planning.