Financial Advisor Intern
Description
RBC is seeking a Financial Advisor Intern to cultivate and expand relationships with high-value personal and small business clients. The role involves providing proactive, professional financial advice, collaborating with internal partners, and contributing to sales and client retention by addressing complex credit and investment needs and guiding clients through key financial life events.
What We're Looking For
Communicate with clients to understand their needs and help achieve their goals.,Provide professional advice and education on complex credit and investment needs for personal and business clients.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts.,Leverage technology for client experience, sales, and retention.,Proactively resolve and prevent client banking problems.,Implement contact and relationship building strategies, support new client acquisition.,Educate clients on RBC products/services and assist with digital banking (mobile, ATM, online).
Ideal Candidate
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course),Completed Certificate in Financial Services Advice, offered through the CSI (Personal Financial Service Advice and Financial Planning I),2-3 years of proven sales experience in the financial services industry, handling credit and investments,Demonstrated ability to build trust and maintain long-term client relationships,Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.)
Minimum Education
Certificate in Financial Services Advice (CSI)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Active in the local community, developing a solid network in the local community (Nice-to-have)
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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