Financial Advisor intern

RBC

Halton Hills

On-site

CAD 65,000 - 90,000

Full time

7 days ago
Be an early applicant
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

RBC in Halton Hills, Canada, is seeking an RBC Financial Advisor to attract and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice across banking, investments, and credit, partnering with RBC teams to meet clients' goals and life events.

The role emphasizes empathy, digital enablement, and collaboration with local professionals to tailor solutions for clients and communities. 37.5 hours/week, full-time, salaried.

Qualifications

  • Mutual Funds accreditation required.
  • DFSA designation (Canada ex Quebec) required.
  • 2–3 years of proven sales experience in financial services.
  • Digital literacy across devices (smartphones, tablets, laptops).

Responsibilities

  • Consistently demonstrate empathy and understand client circumstances in all interactions.
  • Uncover client needs and deliver client-centric advice and solutions at first contact.
  • Leverage RBC partners to address full suite of financial needs for personal and business clients.
  • Provide advice on credit and investments appropriate to client financial situations.
  • Encourage digital self-serve while maintaining high-touch advisory support.
  • Use technology to connect with clients both virtually and in person.
  • Build and accelerate new client acquisition and retention in the local community.
  • Collaborate with financial planning, mortgages, and business banking experts for tailored guidance.

Skills

Client Centricity
Communication
Critical Thinking
Curious Mindset
Second language
Digital literacy

Education

Mutual Funds accreditation
DFSA designation

Job description

Job Description
What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?
  • Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients
  • Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
  • Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
  • Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
  • Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact in their channel of choice.
  • Make good use of technology to connect with clients both virtually and face to face
  • Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice
What do you need to succeed?
Must-have
  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. 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 (i.e., smartphones, tablets, laptops, etc.)
Nice-to-have
  • Second language skill
  • Active in developing a solid network in the local community
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.

  • Career development and top-notch sales coaching to take your career to the next level
  • Competitive salary, annual bonus, and recognition programs that reward top performance
  • Strong suite of tools, including emerging digital capability to enhance your competitive edge
  • Opportunity to represent Canada’s leading financial services brand in your community
Job Skills

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address:

232 GUELPH ST:HALTON HILLS

City:

Halton Hills

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-03

Application Deadline:

2026-09-18

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

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.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Financial Advisor Intern
Financial Advisor Intern

RBC • Richmond

On-site
CAD 65,000 - 90,000
Financial Advisor
Financial Advisor

RBC • Oakville

On-site
CAD 70,000 - 90,000
Financial Advisor
Financial Advisor

RBC • Midland

On-site
CAD 65,000 - 90,000
Financial Advisor Intern
Financial Advisor Intern

RBC • Milton

On-site
CAD 60,000 - 90,000
Financial Advisor
Financial Advisor

RBC • Winnipeg

On-site
CAD 65,000 - 90,000
Financial Advisor Intern
Financial Advisor Intern

RBC • Hamilton

On-site
CAD 65,000 - 90,000
Financial Advisor
Financial Advisor

RBC • Georgina

On-site
CAD 60,000 - 95,000
Financial Advisor
Financial Advisor

RBC • City of Moncton

On-site
CAD 55,000 - 75,000
Financial Advisor
Financial Advisor

RBC • Saskatoon

On-site
CAD 65,000 - 90,000
Financial Advisor
Financial Advisor

RBC • Wilmot

On-site
CAD 55,000 - 85,000