RWT is not just another boutique M&A firm. We’re challenging the status quo and proving that a culture focused company that values relationships while taking a long-term view of our clients can prosper in an industry that has historically been cutthroat and highly transactional.

This unrelenting focus towards growth and excellence starts and ends with our team. We foster a culture of values, inclusivity, autonomy and high performance. And equally, we focus on the 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.

We are currently accepting applications for an Investment Banking Analyst which will be located either in our Kelowna, BC or Calgary AB office.

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.

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What you will accomplish

To be successful in this role, candidates must be driven to make cold introductions, build relationships with potential clients, be effective at follow ups, be strategic about your role and identify potential clients across Canada. This role is demanding and holds substantial income potential and requires a candidate who can understand the challenges of selling investment banking services (M&A and strategy). You will report directly to the CEO of the company. RWT offers a strong potential for growth and advancement in the lucrative field of investment banking.

Key Accountabilities

• Attract, source, engage and obtain new clients for RWT and its services.
• Build and maintain a robust client pipeline aligned with business development objectives.
• Maintain strong, ongoing relationships with existing leads, clients and partners to drive engagement and referral activity.
• Act as a key contact for lead, client and partner communications, ensuring timely follow-up and consistent engagement.
• Conduct cold calling, cold introductions and email campaigns.
• Work with the business partnership team to generate qualified leads that align with target markets.
• While pursuing leads, ensure you educate and move them through the sales cycle.
• Assist with producing quotes and proposals.
• Track partnership metrics, lead quality, and conversion results in our CRM.
• Generate new business by attending events, preparing mailouts and other tactics to employ new business.
• Maintain a strong understanding of RWT’s business model and clientele.
• Maintain a current understanding of the clients RWT serves and the industries in which they operate.
• Liaise between partners and clients professionally with sound judgement.
• Create, update, and maintain databases related to historical M&A, financings, and other necessary records.
• Handle ongoing business development activities across various industries.

What you offer

Qualifications and Requirements

• 3-5+ years in business development, partnership management, or client relationship roles, ideally in professional services, finance and investment banking industry.
• Undergraduate degree with a focus in finance, economics or accounting are preferred or 3+ years experience in a relevant industry that could be an asset to RWT.
• Exceptional people skills, with the ability to communicate in person, over the phone and via video calls.
• Direct industry experience in oil and gas, industrials, manufacturing or technology is an asset.
• Strong interpersonal skills to collaborate and engage with C-suite executives, entrepreneurs and professional advisors.
• Ability to multi-task and manage several projects and tasks in an organized manner.
• Effective written and oral communication skills.
• Experience with HubSpot sales platform is an asset.
• Experience using Microsoft Office including; Microsoft Word, Excel, and PowerPoint.
• Ability to work under limited supervision.

Personal competencies:

• Ambitious and driven professional.
• Strong interpersonal and analytical skills, with attention to detail.
• Team player, with a can-do attitude and willingness to persist to find the answers.
• Flexibility to work irregular hours as needed.
• Fun and energetic personality with a drive to succeed.
• Knowledge of various industries as you will work on a wide range of projects.

What we offer

Compensation: Base salary Between $70,000 - $80,000 per year plus uncapped bonuses, health and wellbeing benefits and opportunity for advancement.

‍Location: Calgary, Alberta.

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.

If your background and experience is well suited to this role please submit your resume and cover letter explaining why you are interested in this position and why you would excel at it.

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