About the role#
As a Financial Advisor Intern, you will attract, nurture, and grow relationships with personal and small business clients. You will provide proactive, professional advice to help clients navigate their financial goals and key life events. This role involves working with a broad range of banking, investment, and credit needs.
What you'll do#
- Demonstrate empathy and understanding in all client and colleague interactions.
- Communicate effectively to uncover client needs and resolve concerns.
- Provide professional advice on complex credit and investment solutions.
- Educate clients on digital tools to encourage self-service options.
- Use technology to connect with clients through virtual and face-to-face meetings.
- Implement strategies to acquire new clients and maintain existing relationships.
- Collaborate with internal experts in financial planning, retirement, mortgages, and business banking to provide customized advice.
What you'll need#
- Valid Mutual Funds accreditation.
- Completed Designated Financial Services Advisor (DFSA) designation or equivalent.
- 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 variety of devices, including smartphones, tablets, and laptops.
Location & details#
- Location: Centre Wellington, Ontario, Canada.
- Work modality: On-site.
- Employment type: Full-time.
- Compensation: This is a paid position.
How to get in at RBC
Intern Insider's per-company playbook.
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.
