Financial Advisor Intern

3 weeks ago

Surrey, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Financial Advisor Intern - Guildford Branch

**What is the opportunity?**

As an RBC Financial Advisor/Financial Advisor Intern, 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 our 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 have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

**What will you do?**
- 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, an 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

**What do you need to succeed?**

**Must-have**
- ** Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)**:

- ** Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I) **_or ability to complete in 6 months_**:

- 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**
- ** Second language skill - preferably Mandarin**:

- Active in 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 Summary**

**Address**:
SURREY, British Columbia, Canada

**City**:
CAN-BC-SURREY

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-07-26

**Application Deadline**:
2023-08-31

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

**Join our Talent Community**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Financial Advisor

    2 weeks ago

    Surrey, Canada Associate Crown Consulting Ltd Full time

    **About us** We are professional, agile, and our goal is to spread financial education to people. We are a leading distributor of financial services to households and businesses in the United States and Canada and providing a ground-floor opportunity to both new-to-the-industry and seasoned Advisors.. Our work environment includes: - Modern office...

  • Financial Advisor

    4 days ago

    Surrey, British Columbia, Canada Scotiabank Full time

    Financial Advisor - Newton Town Centre BranchRequisition ID: 200041Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be...Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity...

  • Financial Advisor

    1 day ago

    Surrey, Canada Scotiabank Full time

    Requisition ID: 170693 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Services Advisor

    1 day ago

    Surrey, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Volkswagen Surrey has a new opportunity for a Financial Services Advisor to join our team! **Overview**: Reporting to the General Manager, you will be passionate about providing an exceptional customer experience for our clients. As a Financial Services Advisor you must be self-motivated, high energy, dynamic and results-oriented with a...

  • Wealth Advisor

    2 days ago

    Surrey, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Wealth Advisor to join our Envision Financial team. The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. The role will work to consolidate...

  • Client Advisor Intern

    1 month ago

    Surrey, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Insurance Advisor

    1 month ago

    Surrey, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Advisor

    1 day ago

    Surrey, Canada Western Financial Group Full time

    **We are one of Canada's best, Join us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day...

  • Client Advisor Intern

    1 month ago

    Surrey, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Financial Advisor, Facdp

    4 weeks ago

    Surrey, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Commercial Banking Advisor Intern

    1 day ago

    Surrey, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate Financial Advisor

    7 days ago

    Surrey, British Columbia, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Financial Advisor

    4 days ago

    Surrey, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Financial Advisor - Newton Town Centre Branch Requisition ID: 200041Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we...

  • Financial Advisor

    4 days ago

    Surrey, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Financial Advisor - Newton Town Centre Branch Requisition ID: 200041Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we...

  • Financial Advisor

    4 days ago

    Surrey, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Financial Advisor - Newton Town Centre Branch Requisition ID: 200041Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we...

  • Banking Advisor Intern

    3 weeks ago

    SURREY, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionBanking Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...

  • Client Advisor Intern

    2 weeks ago

    SURREY, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor Intern

    3 weeks ago

    Surrey, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionBanking Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...

  • Client Advisor Intern

    3 weeks ago

    Surrey, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Client Advisor Intern

    4 days ago

    SURREY, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that matter most to clients and...