Banking Advisor Intern
Core
Help clients with everyday banking, credit, and investment needs through client education, digital banking support, and sales referrals.
Role type
Banking Advisor Intern
Builds
Client experiences and sales/referral pipelines for RBC
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
Mutual Funds accreditation (Canadian Securities Course), problem-solving, digital literacy, client discovery
Preferred skills
rapport building, financial industry experience
Responsibilities
Proactively engage clients to uncover needs and identify sales opportunities, assist with full range of financial transactions, resolve client banking problems, refer complex opportunities to specialists
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