About the role#
As a Financial Advisor Intern, you will manage relationships with personal and small business clients. You will provide advice on credit and investment needs while helping clients navigate life events. Your work supports sales and retention goals through proactive engagement.
What you'll do#
- Talk with clients to understand their needs and help them reach their financial goals.
- Provide professional advice on personal and business banking matters.
- Work with experts in retirement planning, mortgages, and financial planning to provide customized solutions.
- Use technology to improve the client experience and drive sales.
- Solve and prevent banking issues for clients.
- Build relationships and support new client acquisition in the local community.
- Explain the features and benefits of products and services, including digital banking tools.
What you'll need#
- Valid Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
- Completed Certificate in Financial Services Advice through the CSI.
- Two to three years of sales experience in the financial services industry, specifically with credit and investments.
- A proven ability to build trust and maintain long-term client relationships.
- Digital literacy across devices like smartphones, tablets, and laptops.
Location & details#
- This position is based in Welland, Ontario.
- This is a full-time, paid internship.
- The role requires on-site work.
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.
