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Über
can needs prosper in an industry that has historically been cutthroat and highly transactional.
This unrelenting focus towards growth and excellence starts and ends with our team. We foster
a culture of values, inclusivity, autonomy and high performance. And equally, we focus on the
meritocracy and rewards that come from performance. Combining what historically made
investment banking a great industry to work in with a true value and appreciation for our team is what we are about.
We are currently accepting applications for an Associate which will be located either in our Kelowna, BC or Calgary AB office.
About the Role
We are seeking a highly driven Associate to join our Investment Banking team located in Calgary, A.B. or Kelowna B.C. This individual will play a key role in executing M&A transactions, financial analysis, industry research, client presentations, and supporting deal origination initiatives. The ideal candidate brings strong technical skills, strategic thinking, and the ability to manage multiple workstreams in a fast-paced environment.
This role offers the opportunity to work closely with senior leadership and clients while contributing directly to transaction success and business growth.
Key Responsibilities
Transaction Execution
Support and lead key workstreams on M&A, capital raises, and strategic advisory mandates.
Build and review detailed financial models (DCF, LBO, comparables, accretion/dilution, precedent transactions).
Prepare CIMs, pitch materials, management presentations, and other client deliverables.
Coordinate due diligence efforts across internal teams and external advisors.
Assist in negotiating terms and transaction structures.
Client Engagement & Relationship Management
Collaborate with clients to understand strategic objectives and provide advisory support.
Prepare and deliver presentations to clients, investors, and internal stakeholders.
Maintain strong professional relationships with clients, investors, and partners.
Research & Market Intelligence
Conduct in-depth sector research and monitor market trends across target industries.
Support thought leadership initiatives and contribute to deal origination insights.
Identify potential buyers, investors, or acquisition targets.
Team & Project Leadership
Mentor analysts and help oversee deliverable quality.
Manage deadlines and ensure the accuracy of client materials.
Contribute to improving internal tools, processes, and best practices.
Qualifications
3–5+ years' experience in investment banking, transaction advisory, private equity, or corporate finance.
Bachelor's degree in finance, Accounting, Economics, Business, or related field (CFA, CPA, or MBA considered assets)
Strong financial modeling, valuation, and presentation skills
Excellent written and verbal communication abilities
Demonstrated ability to manage projects and deliver under tight timelines
Proficiency in Excel, PowerPoint, and financial research tools
What We're Looking For
Strategic problem-solver with strong commercial intuition
High attention to detail with strong ownership and accountability
Collaborative team player with leadership potential
Interest in M&A, capital markets, and market trends
Entrepreneurial mindset with a commitment to excellence
What we offer:
Health and Wellness Benefits
Start with 3 Week of Vacation
Exposure to meaningful middle-market transactions
Opportunity to work directly with partners and senior leaders
Entrepreneurial culture with room to grow and develop
Competitive compensation and performance-based incentives
Client-facing role with real impact and visibility
Offsite team building and more
Compensation: $70,000 – 95,000 per year plus bonuses and an opportunity for advancement.
Location: Kelowna, BC or Calgary, AB
From RWT's inception, Diversity and Inclusion have always been key to our success. We are an equal opportunity employer and our employees are people with different strengths, experiences and backgrounds who share a passion for improving people's lives. Diversity not only includes race and gender identity, but may also include age, disability status, veteran status, sexual orientation, religion and many other parts of one's identity. All of our employee's points of view are key to our success and inclusion is everyone's responsibility.
If your background and experience is well suited to this role please submit your resume and cover letter to Please submit a cover letter explaining why you are interested in this position and why you would excel at it. We encourage you to take a look at our Manifesto Page at
We appreciate the time and effort required to apply for a position, however only those that are qualified for the role will be contacted.
Sprachkenntnisse
- English
Hinweis für Nutzer
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