About the role#
As a Financial Advisor Intern, you will work with personal and small business clients to nurture relationships and support their financial goals. You will provide professional advice on credit and investment needs while collaborating with internal experts to deliver tailored solutions. This role focuses on helping clients navigate key life events and managing their banking needs through both digital and in-person interactions.
What you'll do#
- Talk with clients to understand their needs and help them reach their goals.
- Provide advice on complex credit and investment matters for individuals and businesses.
- Work with experts in financial planning, retirement, mortgages, and business banking to ensure clients get targeted guidance.
- Use technology to improve the client experience and support sales and retention.
- Take ownership of resolving client banking issues.
- Carry out strategies to build relationships and acquire new clients in the local community.
- Teach clients about the features of banking products and how to use mobile, ATM, and online services.
What you'll need#
- Valid Mutual Funds accreditation, such as the Investment Funds in Canada or Canadian Securities Course.
- A completed Certificate in Financial Services Advice from the CSI.
- Two to three 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 various devices including smartphones, tablets, and laptops.
Location & details#
- Location: Oakville, Ontario, Canada.
- Employment Type: Full-time.
- Modality: On-site.
- Compensation: This is a paid, salaried 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.
