Senior Associate

Job location: Kelowna, BC or Calgary, AB

Who we are:

RWT Capital is a quick-growing mid-market investment bank anda 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 movefast, own our work, and back each other up when deals get demanding.

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

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 professional team environments where you've performed alongside others.
- Highly coachable: you activel seek out feedback, take it on board quicklym 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 poshed, professional presence we'd trust to represent RWT in front of clients.
- A straegic 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)
- Solid 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:

- 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

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📌 Senior Associate (Kelowna)
🏢 RWT Capital
📍 Kelowna