Who we are

RWT Capital is a fast-growing mid-market investment bank and a MAYA Culture 100 Canada honouree. We advise on transactions from $7.5M to $200M+ across 16+ countries, with $3B+ in transactions advised over 30 years. Our culture was built in a high-intensity, deal-driven environment: we move quick, own our work, and back each other up when deals get demanding.

About the Role

As a Senior Associate, you'll lead key workstreams on M&A; transactions, work directly with clients and senior leadership through closing, and help develop the analysts coming up behind you. If you want to grow your career at a firm that's growing just as quickly, this is the seat.

What We’re Looking For

- A true team player, with experience in competitive athletics, case competitions, or other skilled team environments where you've performed alongside others.
- Highly coachable: you actively seek out feedback, take it on board quickly, and are committed to your own growth.
- Meticulous attention to detail, with strong ownership and accountability for your work.
- A good listener who takes the time to understand a client's goals before offering solutions.
- An articulate, confident communicator who can walk into a room of business owners and hold your own.
- Hungry and entrepreneurial: you want to build something meaningful for yourself, not just collect a paycheck.
- A polished, professional presence we'd trust to represent RWT in front of clients.
- A strategic problem-solver with strong commercial intuition.
- Genuine interest in M&A;, capital markets, and market trends.

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

- 4–8+ 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 offer:

- Health and Wellness Benefits
- Start with 3 Weeks 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

: 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 team members 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 our team members’ 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 [email protected]. 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 www.rwtcapital.com

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

Job Type: Full-time

Pay: $75,000.00-$105,000.00 per year

Benefits:

- Dental care
- Paid time off
- Vision care
- Wellness program

Education:

- Bachelor's Degree (preferred)

Experience:

- Investment banking: 2 years (required)

Work Location: In person

📌 Senior Associate (Kelowna)
🏢 RWT Capital
📍 Kelowna