Job Category : Senior 3

Posted : August 20, 2026

Full time

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.

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; Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.

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.

As an Associate in Transaction Advisory, you will play a crucial role in supporting buy- and sell-side engagements for our clients. Assessment: Assess the Company’s quality of financial reporting, accounting policies and management reporting environment.

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.

Engaging with cross-functional team members to assist with other transaction advisory services, including valuations, tax, risk, IT, other

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 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 high-quality reports that drive successful transactions for our private equity and corporate clients in Canada and the United States.

Minimum 3 years of relevant work experience in audit or transaction advisory services

Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of your CPA.

Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills

Ability to prepare a financial analysis with attention to detail

Demonstrated ability to learn in fast-paced workplace and manage multiple projects and complex concepts

Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching

Employee and Family access to virtual healthcare network

Employee and Family Assistance Programs, including consultations with mental health professionals

Competitive Performance Bonus

CFE leave financial support

Academic Incentives

Talent referral bonus

Client referral bonus

Access to an on-demand concierge nannying, babysitting, and tutoring service

The salary range for this position is $75,000–$102,000, and employees may also be eligible to participate in our bonus program. Compensation complies with applicable pay transparency legislation and is regularly reviewed to stay market competitive. Salaries within the range reflect individual contributions and are based on objective factors such as internal equity, experience, education, role scope, and required skills

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.

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📌 Service Advisor / Service Representative (Montreal)
🏢 Richter
📍 Montreal