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Senior Associate

Job location: Kelowna,, BC

Who we are:

RWT is not just another boutique M&A; firm. We’re challenging the status quo of investment banking and proving that a culture focused company, which values relationships while taking a long-term view of our clients can deliver industry leading results.

This unrelenting focus towards growth and excellence starts and ends with our team. We foster culture of values, high performance, inclusivity and autonomy. And equally, we focus on 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.

As a female founded company, we value diversity in backgrounds and in experiences. Corporate finance impacts everyone and we need people from all backgrounds and walks of life to make a real impact. RWT’s team is high-performance yet empathetic, caring and supportive. We are committed to building a reflective and deliverable team and culture, seeking team members who are not only strong in their abilities but also care deeply about supporting each other’s growth.

About the Role

We are seeking a highly driven Senior 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 robust commercial intuition
- High attention to detail with strong ownership and accountability
- Collaborative team player with leadership potentialInterest in M&A;, capital markets, and market trends
- Entrepreneurial mindset with a commitment to excellence

What we offer:

- Exposure to meaningful middle-market transactions
- Health and Wellness Benefits
- Start with 3 Week of Vacation
- 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

Location: Kelowna, BC | 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.

Head Office

Phone 1-(phone hidden) Email [email protected] Address 915-1499 St. Paul Street

Kelowna

BC. V1Y 0L9

Calgary Office

Phone 1-(phone hidden) Email [email protected] Address 904, 1333 8th Street SW

Calgary, Alberta, Canada

T2R 1M6

We appreciate the time and effort required to apply for a position, however only those that are qualified for the role will be contacted.

📌 Senior Associate (Kelowna)
🏢 RWT Growth
📍 Kelowna