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 advice and collaborate with internal partners to help clients reach their goals during key life events. Your work contributes to strong sales and client retention while you gain experience in professional financial services.
What you'll do#
- Communicate with clients to understand their needs and help them reach their financial goals.
- Provide advice on complex credit and investment needs for both personal and business accounts.
- Collaborate with experts in financial planning, retirement, mortgages, and business banking.
- Use technology to improve the client experience and drive sales.
- Take ownership of resolving and preventing banking problems for clients.
- Implement relationship building strategies and support new client acquisition in the local community.
- Educate clients on RBC products and assist them with digital banking tools, including mobile, ATM, 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, including Personal Financial Service Advice and Financial Planning I.
- 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 like smartphones, laptops, and tablets.
- Majors in Finance, Business Administration, or Economics.
Location & details#
- Location: Winnipeg, Manitoba, Canada.
- Work modality: On-site.
- Employment type: Full-time.
- This is a paid internship 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.
