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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 strong commercial intuition

High attention to detail with robust 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.

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📌 Senior Associate (Winnipeg)
🏢 RWT Growth
📍 Winnipeg