About the role#
As a Financial Advisor Intern, you will work with high-value personal and small business clients. You will provide professional advice and help clients reach their financial goals during key life events. This role focuses on building and nurturing client relationships while contributing to sales and retention goals.
What you'll do#
- Talk with clients to understand their needs and support their financial goals.
- Provide advice on complex credit and investment matters for personal and business accounts.
- Work with experts in financial planning, retirement, mortgages, and business banking to provide targeted solutions.
- Use technology to improve the client experience and drive sales.
- Take ownership of resolving client banking issues.
- Implement strategies to build relationships and acquire new clients in the local community.
- Teach clients about RBC products and help them navigate digital banking tools like mobile and online platforms.
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 through the CSI.
- 2-3 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 including smartphones, tablets, and laptops.
Location & details#
- Location: Oakville, Ontario, Canada.
- Employment type: Full-time.
- Compensation: This is a paid, salaried position.
- Term: Rolling.
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.
