Banking Advisor Intern at Royal Bank of Canada

The Royal Bank of Canada has announced an opening for a Banking Advisor Intern. Eligible applicants are invited to apply. Responsibilities include responding to client inquiries, assisting with financial transactions, and engaging clients to understand their needs. Applications are open now and will close soon.

The Royal Bank of Canada is looking to hire a Banking Advisor Intern to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

Job Description

• Engage proactively with clients in the branch and community, uncovering banking needs and identifying sales and referral opportunities.
• Focus on client education and leverage technology to enhance the client experience, drive sales, and retain business.
• Take ownership of resolving and preventing client banking issues.
• Cultivate and maintain relationships with partners to maximize business opportunities and referrals.

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client base.

Financial Advisor Requirements:

• Bachelor’s degree in business, finance, or related field.
• 1-2 years of sales experience.
• Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
• Life and health license.
• Valid driver’s license.
• Knowledge of mutual funds, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing quality financial advice.

• Candidates appointed for this post must have problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients to be eligible for this post.
•  They must have digital literacy across a broad range of devices like smartphones, tablets, laptops, etc.
• Candidates must be mutual funds accreditation like in Investment Funds in Canada or the Canadian Securities Course.
• Applicants with a completed Certificate in Financial Services Advice offered through the CSI, which is Personal Financial Service Advice and Financial Planning, make you the ideal candidate for this post.
• Candidates must be a goal-oriented individual with a demonstrated passion for putting clients first to be eligible for this post.

Work setting 

Candidates must have a proven track record of building rapport and maintaining client relationships in the financial or service industry to be eligible.

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How to apply 

Interested applicants should click the “Apply Now” link below and provide the required information. The best candidates will be shortlisted and notified for further proceedings.