About the role#
As a Financial Advisor Intern, you will work with high-value personal and small business clients. You will provide professional advice to help them reach their goals and manage key life events. You will work within the bank ecosystem to address complex credit and investment needs.
What you'll do#
- Build and maintain relationships with clients by understanding their unique circumstances and concerns.
- Uncover client needs through effective communication and resolve concerns at the first point of contact.
- Provide education on complex credit and investment products.
- Use technology to connect with clients both virtually and in person.
- Champion digital tools by teaching clients how to self-serve.
- Implement strategies to acquire new clients and retain existing ones.
- Collaborate with experts in mortgages, retirement planning, financial planning, and business banking.
What you'll need#
- Valid Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
- Completed Designated Financial Services Advisor (DFSA) designation.
- 2-3 years of 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 various devices including laptops, tablets, and smartphones.
- Majors in Finance, Business Administration, or Economics.
Location & details#
- Location: Oshawa, Ontario, Canada.
- Work Modality: On-site.
- Employment Type: Full-time.
- Term: Rolling.
- Compensation: 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.
