About the role#
As a Financial Advisor Intern at RBC, you will focus on building and maintaining relationships with high-value personal and small business clients. You will provide professional advice to help clients reach their financial goals and navigate key life events. This role requires a balance of technical financial knowledge and the ability to connect with clients to understand their specific needs.
What you'll do#
- Attract and grow client relationships through proactive engagement.
- Provide advice on complex credit and investment needs.
- Collaborate with internal partners in financial planning, retirement, mortgages, and business banking.
- Educate clients on digital tools to help them self-serve.
- Use technology to connect with clients both virtually and in person.
- Implement strategies to acquire new clients and retain existing ones.
- Demonstrate empathy and kindness while resolving client concerns.
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 for roles outside of Quebec.
- Completed Certificate of Achievement - Personal Finance for roles in Quebec.
- 2-3 years of sales experience in the financial services industry, specifically with credit and investments.
- Ability to build trust and maintain long-term client relationships.
- Digital literacy across devices like laptops, tablets, and smartphones.
Location & details#
- Location: Richmond, British Columbia, Canada.
- Employment Type: Full-time.
- Work Modality: On-site and hybrid arrangements are available.
- 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.
