Banking Advisor Intern

RBC; Oakville; On-site; CAD 48,000 - 62,000; Full time

Job summary

RBC Oakville seeks an enthusiastic client-focused individual to advise on everyday banking, credit, and investment needs. You will educate clients on digital banking, onboard new clients in-branch, and refer complex opportunities to specialists, delivering meaningful experiences and driving loyalty.

You will engage with clients to uncover needs, demonstrate digital tools, and handle a range of transactions while building long-term relationships with the community and RBC partners.

Qualifications

• Mutual Funds accreditation to advise on investments.
• Goal-oriented with client-first mindset.
• Problem-solving and relationship-building skills.
• Digital literacy across devices and platforms.
• Flexible, eager to learn, strong ethics and drive to succeed.

Responsibilities

• Proactively engage with clients in-branch and community to uncover banking needs and referrals.
• Educate clients and demonstrate how to use digital banking to enhance experiences.
• Assist with a full range of financial transactions and respond to client inquiries.
• Listen actively to understand individual client needs and build relationships.
• Collaborate with RBC partners to maximize business opportunities and referrals.

Skills

Advice Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curious Mindset

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation (Investment Funds in Canada or CSC)

Job description

What is the opportunity?

This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
• Goal-oriented individual with a demonstrated passion for putting clients first.
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a drive to succeed
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• World-class sales training, coaching, and development opportunities
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career with RBC

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address: 220 NORTH SERVICE RD W:OAKVILLE

City: Oakville

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-09-02

Application Deadline: 2026-09-16

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.