Financial Advisor Intern: Grow Client Wealth

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

Job summary

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

You will educate clients, leverage digital tools, and work with specialists to deliver tailored financial solutions in a local community setting.

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation via CSI.
• 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.).

Responsibilities

• 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 with us 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

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Education

Mutual Funds accreditation

DFSA designation

Job description

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

You will educate clients, leverage digital tools, and work with specialists to deliver tailored financial solutions in a local community setting.