Banking Advisor Intern

RBC

Oakville

On-site

CAD 52,000 - 75,000

Full time

6 days ago
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Job summary

RBC in Oakville seeks a client-focused banking professional to advise clients on everyday banking, credit, and investment needs. You will educate clients on digital tools, onboard new clients in-branch, and refer complex opportunities to specialists, delivering meaningful and memorable experiences.

The role emphasizes building trust, solving problems, and delivering superior service while growing client loyalty across the community and RBC network.

Qualifications

  • Mutual Funds accreditation required.
  • Strong client-first mindset.
  • Problem-solving and relationship-building skills.
  • Digital literacy across devices.

Responsibilities

  • Engage with clients in-branch and in the community to uncover banking needs and opportunities.
  • Demonstrate and educate clients, leveraging technology to enhance the experience and drive sales.
  • Assist clients with a full range of financial transactions.
  • Listen actively to understand individual needs and offer tailored solutions.
  • Proactively resolve banking issues and prevent problems.
  • Collaborate with partners to maximize referrals and opportunities.

Skills

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

Education

Mutual Funds accreditation

Job description

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.

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