Client Advisor Intern
Role Overview
Serve as an RBC Ambassador in a branch, putting clients first and finding solutions for individual needs.
Support new client acquisition and deepen existing relationships; the role can lead to future Account Manager or Banking Advisor opportunities.
Key Skills for This Role
Full Job Posting
Role overview
Serve as an RBC Ambassador in a branch, putting clients first and finding solutions for individual needs.
Support new client acquisition and deepen existing relationships; the role can lead to future Account Manager or Banking Advisor opportunities.
Responsibilities
- Engage branch clients, complete transactions, and identify opportunities for advice, solutions, digital enablement, and partner introductions.
- Educate clients and demonstrate digital capabilities, using technology to improve experience, deliver solutions, and retain business.
- Identify client needs, provide advice, refer clients to RBC partners, or fulfill solutions directly.
- Resolve and prevent client banking problems; maintain partner relationships across RBC.
- Follow compliance processes and controls to manage risk and protect client and shareholder interests.
Must-have qualifications
- Goal-oriented, client-first approach; drive, self-motivation, communication skills, and emotional intelligence.
- Digital literacy across smartphones, tablets, laptops, and other devices; flexibility to work flexible hours.
- Eagerness to learn, determination to succeed, and confidence and ability to learn financial concepts.
- Willingness to obtain the Investment Funds in Canada or Canadian Securities Course.
Nice-to-have qualifications
- Client relationship experience in financial, service, or retail industries.
- Mutual Funds accreditation.
Development and rewards
- Total Rewards Program with bonuses and flexible benefits; competitive compensation, commissions, and stock where applicable.
- Financial services training, career development, coaching, and access to opportunities across businesses and geographies.
- Collaborative team environment.
Work arrangement
- Branch-based role; the description specifies working with clients inside RBC branches.
Hours
- Part-time position with 17 work hours per week.
- Flexible hours are required.
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