About the role#
As a Financial Advisor Intern, you will manage relationships with personal and small business clients. You will provide professional advice on credit and investment needs while helping clients reach their financial goals. This role focuses on delivering expert service and contributing to client retention and sales.
What you'll do#
- Talk with clients to understand their needs and help them achieve their goals.
- Provide advice on personal and business credit and investment strategies.
- Work with financial planning, retirement, mortgage, and business banking experts to provide customized solutions.
- Use technology to improve the client experience and drive sales.
- Educate clients on RBC products and assist them with digital, mobile, and online banking tools.
- Take ownership of resolving client banking issues.
- Support new client acquisition through relationship-building strategies.
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 from the CSI.
- 2-3 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 various devices including smartphones, tablets, and laptops.
- Preferred majors include Finance, Business Administration, and Economics.
Location & details#
- Location: Winnipeg, Manitoba, Canada.
- Modality: On-site.
- Employment Type: Full-time.
- Compensation: This is a paid, salaried position.
How to get in at RBC
Intern Insider's per-company playbook.
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.
