About the role#
As a Financial Advisor Intern, you will attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice and collaborate with partners to help clients reach their goals during key life events. This role focuses on building trust and delivering client-centric solutions for complex credit and investment needs.
What you'll do#
- Demonstrate empathy and kindness to understand client circumstances and concerns.
- Communicate effectively to uncover needs and resolve concerns at the first point of contact.
- Provide advice on credit and investments to ensure solutions match client financial circumstances.
- Educate clients on digital channels to help them self-serve.
- Connect with clients through virtual and face-to-face meetings.
- Implement relationship-building strategies to acquire and retain clients in the local community.
- Work with experts in financial planning, retirement, mortgages, 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 proven sales experience in the financial services industry, specifically handling credit and investments.
- Demonstrated ability to build and maintain long-term client relationships.
- Digital literacy across devices like smartphones, tablets, and laptops.
- Ability to speak Cantonese is considered an asset.
- Active involvement in developing a network within the local community.
Location & details#
- Location: Richmond, British Columbia, Canada.
- Work modality: On-site.
- Employment type: Full-time.
- Compensation: 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.
