About the role#
As a Financial Advisor Intern, you will build and manage relationships with high-value personal and small business clients. You will provide proactive advice, help clients reach their financial goals, and support them through key life events. You will work across everyday banking, investments, and credit to deliver a complete advice experience.
What you'll do#
- Demonstrate empathy and take the time to understand the circumstances, motivators, and concerns of your clients.
- Communicate clearly to uncover client needs, provide advice, and resolve concerns.
- Use your own expertise and collaborate with RBC partners to address the full suite of personal and business financial needs.
- Provide professional advice on complex credit and investment matters, ensuring recommendations fit the specific financial circumstances of each client.
- Educate clients on digital self-service tools and encourage them to interact through their preferred channels.
- Use technology to connect with clients both virtually and in person.
- Implement relationship-building strategies to acquire new clients and retain existing ones in the local community.
- Work with specialists in financial planning, retirement planning, mortgages, and business banking to provide customized solutions.
What you'll need#
- Valid Mutual Funds accreditation, such as the Investment Funds in Canada or Canadian Securities Course.
- Completed Designated Financial Services Advisor (DFSA) designation, including Personal Financial Service Advice and Financial Planning I.
- Two to three years of sales experience in the financial services industry, specifically handling credit and investments.
- A proven ability to build trust and maintain long-term client relationships.
- Digital literacy across devices like smartphones, tablets, and laptops.
- Second language skills are considered an asset.
- An active interest in developing a solid network in the local community is a plus.
Location & details#
- This is a full-time, paid position based in Hamilton, Ontario.
- The role is on-site at 810 Upper Gage Avenue.
- Employment is on a rolling basis.
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.
