Banking Advisor Intern
Listed on 2026-05-27
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Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant -
Sales
Financial Sales, Banking & Finance
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 and ultimately drive client satisfaction and loyalty.
Responsibilities- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and 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 maximize business opportunities and referrals
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Completed Certificate in Financial Services Advice, offered through CSI (i.e., Personal Financial Service Advice and Financial Planning I) to qualify as Financial Advisor
- 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
- Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.)
- Track record in building rapport and maintaining client relationships within the financial or service industry
- Advice Based Solutions
- Client Centricity
- Client Discovery
- Communication
- Critical Thinking
- Curious Mindset
- Data Analysis
- Digital Literacy
Address: 404 CHARLOTTE ST: CAPE BRETON
City: Cape Breton
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Salaried
Posted Date:
Final date to receive applications:
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