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 on everyday banking, investments, and credit. You will also collaborate with RBC partners to ensure clients receive customized expert advice for their financial goals and life events.
What you'll do#
- Attract and retain clients through effective contact and relationship-building strategies.
- Provide advice and education on complex credit and investment needs.
- Collaborate with internal experts in financial planning, retirement, mortgages, and business banking.
- Educate clients on digital self-service options and encourage the use of digital channels.
- Use technology to connect with clients both virtually and face-to-face.
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.
- 2-3 years of proven sales experience in the financial services industry, specifically handling credit and investments.
- Demonstrated ability to build trust and maintain long-term client relationships.
- Digital literacy across a broad range of devices including smartphones, tablets, and laptops.
Location & details#
- Location: Richmond, British Columbia, Canada.
- Work modality: On-site.
- Employment type: Full-time.
- Compensation: Paid 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.
