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 reach their financial goals. This role involves working with financial planning experts to deliver customized strategies.
What you'll do#
- Talk to clients to understand their financial needs and goals.
- Provide professional advice on credit and investment products.
- Work with experts in retirement planning, mortgages, and business banking to support clients.
- Use technology to improve the client experience and drive sales.
- Execute strategies to build relationships and grow the client base in the local community.
- Teach clients how to use digital banking tools, including mobile and online platforms.
What you'll need#
- Valid Mutual Funds accreditation, such as the Investment Funds in Canada or Canadian Securities Course.
- Completed Certificate in Financial Services Advice through the CSI.
- 2-3 years of sales experience in the financial services industry.
- Ability to build trust and maintain long-term client relationships.
- Digital literacy across various devices like smartphones, tablets, and laptops.
- Preferred background in Business Administration, Finance, or Economics.
Location & details#
- Location: Hamilton, Ontario, Canada.
- Work Modality: On-site.
- Employment: Full-time, paid position.
- Term: Rolling.
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.
