About the role#
As a Financial Advisor Intern, you will attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice while collaborating with internal partners to support clients through their financial goals and life events. This role requires expertise across everyday banking, investments, and credit to address complex client needs.
What you'll do#
- Demonstrate empathy and kindness to understand client circumstances and concerns.
- Communicate effectively to uncover needs and resolve concerns at the first point of contact.
- Collaborate with experts in financial planning, retirement, mortgages, and business banking to provide customized advice.
- Address complex credit and investment requirements to ensure appropriate solutions.
- Educate clients on digital tools and encourage self-service options.
- Use technology to connect with clients through both virtual and face-to-face interactions.
- Implement relationship-building strategies to support client acquisition and retention.
What you'll need#
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
- Completed Designated Financial Services Advisor (DFSA) designation.
- 2-3 years of proven sales experience in the financial services industry, specifically handling credit and investments.
- Proven ability to build trust and maintain long-term client relationships.
- Digital literacy across smartphones, tablets, and laptops.
- Second language skills are considered an asset.
- Active involvement in developing a professional network within the local community.
Location & details#
- This role is based in Halton Hills, Ontario, Canada.
- This is a full-time, paid position.
- The work modality is on-site.
About RBC
RBC is a global financial institution based in Toronto, Ontario. It operates as Canada's largest bank and maintains a presence in the United States and 27 other countries. The company employs over 100,000 people and serves more than 17 million clients. Its business model covers banking, investing, insurance, and capital markets.
How to get in at RBC
Securing an internship at RBC requires speed and preparation. Because the bank receives a high volume of applications, timing is critical. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first. Early applicants get seen before the pile grows, which helps you avoid getting lost in the system. Beyond speed, you should focus on networking with the right people. Intern Insider surfaces the recruiters behind the company's roles so you can reach out directly to ask about the role or a referral. This direct approach materially improves response rates compared to submitting a cold application.
