Associate, Transaction Advisory Services, VLT

Job Category: Senior 3

Requisition Number: ASSOC002551

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- Posted : October 7, 2026
- Full-Time
- Hybrid

Locations

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Description

Associate, VLT

Overview

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

What we offer:

- The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services
- The opportunity to develop your career with the direct support of your managers and firm partners; and
- A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work workplace with flexible hours and resources to support you in your personal journey.
- Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement

Practice Overview





Richter’s Transaction Advisory Group is a dynamic and rapidly growing practice within the firm. Our team of dedicated professionals thrives on providing strategic financial guidance to clients engaged in various buy- and sell- side transactions. We are currently seeking a highly motivated and detail-oriented individual to join our Transaction Advisory Services team as an Associate, with a focus on Financial Due Diligence.

Responsibilities

As an Associate in Transaction Advisory, you will play a crucial role in supporting buy- and sell-side engagements for our clients. Your responsibilities will include:

- Assessment: Assess the Company’s quality of financial reporting, accounting policies and management reporting workplace.
- Issue Identification: Helping identify key risks, including identification of impact on price and/or investment thesis.
- Financial Analysis: Conducting detailed financial analyses on historical performance, including sustainability of earnings and cash flows, working capital, and financial projections, among others.
- Documentation and Reporting: Preparing reports, presentations, and documentation for internal and client use.
- Client Communication:



Participating in regular communication with clients to understand their needs and provide updates on the progress of engagements, as well as meetings and conference calls with target company.
- Collaboration: Engaging with cross-functional team members to assist with other transaction advisory services, including valuations, tax, risk, IT, other
- Teamwork: Collaborating effectively with team members and other stakeholders to streamline workflows and ensure seamless execution of engagements.

A Day in the Life of an Associate, Transaction Advisory Services:

As an Associate, Transaction Advisory Services your day will be dynamic and multifaceted. You will begin by reviewing and analyzing financial statements and market data to gain insights into potential acquisition targets. Collaborating closely with senior team members, you will contribute to the due diligence process, examining the operational and financial aspects of target companies.

Your day will involve active participation in team discussions, where you'll provide valuable input for the due diligence process. Client interaction is a key aspect of your role, as you communicate findings and updates, ensuring alignment with client objectives. Your market research efforts will involve staying abreast of industry trends and competitive landscapes to identify opportunities and potential risks.

The preparation of comprehensive financial analyses and reports, including the quality of earnings analysis, will be a central part of your daily tasks, requiring attention to detail and a deep understanding of financial intricacies. Your role as an Associate, Transaction Advisory Services will be instrumental in delivering

📌 Hybrid Transaction Advisory Associate: Financial Due Diligence (Montreal)
🏢 Richter
📍 Montreal