About the role#
As a Financial Advisor Intern, you will manage relationships with personal and small business clients. You will provide professional advice to help clients reach their goals during key life events. You will work to drive sales and client retention while representing the bank in the local community.
What you'll do#
- Talk with clients to understand their needs and help them reach their financial goals.
- Provide advice on complex credit and investment matters for individuals and businesses.
- Work with experts in retirement planning, mortgages, and business banking to provide targeted advice.
- Use technology to improve the client experience and drive sales.
- Resolve client banking problems and prevent future issues.
- Implement strategies to build relationships and acquire new clients.
- Explain the features of banking products and help clients use digital tools like mobile apps and ATMs.
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.
- 2 to 3 years of sales experience in the financial services industry, specifically with credit and investments.
- Proven ability to build trust and maintain long-term client relationships.
- Digital literacy across devices like smartphones, tablets, and laptops.
- Pursuing a degree in Finance, Business Administration, or Economics.
Location & details#
- Location: Winnipeg, Manitoba, Canada.
- Work Modality: On-site.
- Employment Type: Full-time.
- This is a paid position.
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.
