RWT is not just another boutique M&A firm. We’re challenging the status quo of investment banking and proving that a culture focused company, which values relationships while taking a long-term view of our clients can deliver industry leading M&A results.

This unrelenting focus towards growth and excellence starts and ends with our team. We foster a 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

RWT Capital is looking for a Deal Origination & PartnershipsSpecialist to own the full partnership development cycle; from sourcing andqualifying new leads through to building the relationships that turn them intoclients. This is not a role for someone looking to punch a clock. It's forsomeone who wants to build something; a network, a reputation, and a career,starting from day one.

Key responsabilities

What We're Looking For

• A Competitor. You've been tested before; through sport, a demanding job,  or another high-pressure environment and you know how to keep going after a setback.
• ‍Coachable. You take direction, apply it immediately, and refine your approach based on feedback.‍
• Hungry. You're motivated by results and want a role where output is visible and rewarded.
• Polished and presentable. You're someone we'd trust to represent RWT in front of a client.
• Comfortable with volume. You can send dozens of emails and make dozens of calls a day without your energy dropping.
• Detail-oriented. Accurate lead qualification and CRM hygiene matter as much as the outreach itself.

• A strong written and verbal communicator. Your English is sharp; this role represents RWT's first impression with prospective clients.
• ‍A self-starter. You can manage your own time and output with limited day-to-day supervision, including across time zones.

Sales development, telemarketing, or appointment-settingexperience is a strong asset but not required. Attitude, discipline, andcommunication skills matter more than a specific résumé.

What You'll Do

• Conduct high-volume outbound prospecting; cold calls, meetings in person, email sequences, and social outreach (e.g., LinkedIn) to identify prospective clients and partners aligned with RWT's target markets.
• Attend conferences, in person meetings and etc. as required to turn prospective clients into clients.
• Research and build target lists based on RWT's ideal client profile (industry, deal size, geography).
• Qualify inbound and outbound leads against agreed criteria before handoff.
• Schedule qualified introductory meetings for the Head of Strategic Partnerships and broader partnerships team.
• Maintain accurate, up-to-date records of all outreaches, leads, and qualification status in the CRM.
• Track and report on outreach volume, response rates, and lead-to-meeting conversion.
• Test and refine outreach messaging and sequencing based on results.
• Maintain a working knowledge of RWT's business model and target industries to qualify leads accurately.

What You Bring

‍

• 1 -3 years of experience in business development, partnership management, client relationship, or sales development roles, ideally within professional services, finance, or investment banking (3+ years in an asset but not required for the right person).
• Undergraduate degree with a focus in finance, economics, or accounting preferred, or 3+ years of relevant industry experience that would be an asset to RWT.
• Experience in outbound sales development, telemarketing, appointment setting, or similar lead generation work (SDR/BDR experience is a strong asset).
• Excellent written and verbal English communication skills, comfortable engaging a North American client base by phone, email, and video.
• High tolerance for rejection and sustained motivation across high call/email volumes.
• Strong organizational skills and attention to detail for accurate lead tracking and qualification.
• Ability to work independently and manage time effectively, including overlap with Canadian business hours (Mountain or Pacific time).
• Comfort working remotely with limited direct supervision.
• Experience with CRM tools (HubSpot or similar) is an asset.
• Desire to move up in a fast growing investment banking firm.

What We Offer

• Competitive Compensation package
• Health and Wellness Benefits
• Start with 3 Weeks of Vacation
• Opportunity to work closely alongside the Founder & CEO of a growing investment bank
• Exposure to high-impact projects, client engagements, and strategic initiatives
• Supportive team culture, professional development, and room for advancement
• Flexibility and a dynamic, fast-moving environment
• Offsite team building and more

Compensation: $60,000 – 70,000 per year plus bonuses and an opportunity for advancement.

Location: Kelowna, BC or 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.

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.