Financial Advisor Intern

rbc; Welland; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Career development

Sales coaching

Job summary

RBC is seeking a Financial Advisor in Welland to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive advice across credit, investments, and banking while collaborating with RBC partners to help clients achieve their goals and life events.

You will address client needs, drive sales, and use technology to deliver excellent service, supporting local community growth in Welland, Canada.

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) required.
• Certificate in Financial Services Advice (CSI) completed/available (Personal Financial Service Advice and Financial Planning I).
• 2–3 years of proven sales experience in financial services handling credit and investments.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Digital literacy across devices (smartphones, tablets, laptops).
• Fluency in a second language is a nice-to-have.
• Active in the local community with a solid local network is a nice-to-have.

Responsibilities

• Learn clients' needs and help them achieve goals.
• Provide professional advice on credit and investments for personal and business needs.
• Collaborate with banking and financial planning experts for customized advice.
• Leverage technology to enhance client experience and drive sales and retention.
• Take ownership of resolving and preventing client banking problems.
• Support new client acquisition and relationship-building in the local community.
• Educate clients on RBC products and digital banking features including mobile and online banking.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

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 your 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 contribute to strong sales and retention. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.

What will you do?

• Communicate with clients to learn about their needs and help them achieve their goals
• Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
• Leverage technology to deliver on client experience and drive sales and retention
• Proactively take ownership of resolving and preventing client's banking problems
• Implement contact and relationship building strategies, and support new client acquisition in local community
• Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking

What do you need to succeed?

Must-have

• Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Completed Certificate in Financial Services Advice, offered through the CSI (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

• Fluency in a second language
• Active in the local community, 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:

571 NIAGARA ST:WELLAND City:

Welland Country:

Canada Work hours/week:

37.5 Employment Type:

Full time Platform:

PERSONAL & COMMERCIAL BANKING Job Type:

Regular Pay Type:

Salaried Posted Date:

2026-10-19 Application Deadline:

2026-11-02 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.