Associate Director, Mid-Market M&A

RBC; Calgary; On-site; CAD 85,000 - 110,000; Full time

Job summary

A leading financial institution is seeking an experienced Associate Director in Calgary to support its Mid-Market Mergers and Acquisitions team. Responsibilities include conducting research, preparing marketing materials, and developing financial models for transactions. The ideal candidate has 2-3 years of relevant experience in financial services and strong analytical skills. Opportunities for professional growth and impactful work await in a dynamic team environment.

Benefits

Work in a collaborative and progressive team

Opportunities for challenging work

Ability to make a lasting impact

Qualifications

• 2-3 years post-undergraduate experience in a financial services firm or investment banking.
• Comprehensive financial and accounting skills required.
• Strong ability to prepare integrated financial models.

Responsibilities

• Conduct thorough research on companies and industries.
• Prepare internal and external marketing materials.
• Support marketing pitches to clients.

Skills

Business Valuations

Corporate Finance

Financial Modeling

Investment Banking

Mergers and Acquisitions (M&A)

Valuation Analysis

Education

Undergraduate degree in Business, Economics, Mathematics

CPA, CFA, CBV or other relevant professional designation

Tools

PowerPoint

Excel

Job description

Job Description

What is the opportunity?

The Mid-Market Mergers and Acquisitions (M&A) Group is seeking an Associate Director to support the team in Calgary. You will be focused on the preparation of presentations, research materials, proposals, financial models and transaction documentation. The Mid-Market M&A team is a strategically important offering that provides a value-added services offering.

The Associate Director will support team members that are focused on small to medium sized businesses and is ideally suited for a candidate seeking to broaden their investment banking experience with entrepreneurial clients. Mandates include the sale of privately owned businesses and non-core divisions, acquisitions, shareholder and management buyouts and capital advisory services. The ideal candidate will have 2-3 years post undergraduate experience in a financial services firm, an investment banking boutique and have a strong grasp of financial accounting.

What will you do?

• Part of a national Mid-Market M&A team, supporting the team in Calgary

• Conduct thorough research on companies and industries and delivery of concise summaries

• Assist in preparation of internal and external marketing materials

• Support the preparation and presentation of marketing pitches to existing and potential clients

• Prepare integrated financial models to support analysis in proposals and transaction documents

What do you need to succeed?

Must have:

• Undergraduate degree with a focus in Business, Economics, Mathematics or other quantitative fields

• Relevant work experience in financial services – accounting, corporate finance or investment banking

• Comprehensive financial and accounting skills

• Solid understanding of cash flow, financial modelling and valuation

• Strong computer literacy with emphasis on PowerPoint and Excel presentation skills

• Strong ability to prepare integrated financial models including discounted cash flow and valuation analysis

• Thorough understanding of the inter-relation of net income, cash flow, working capital

• Ability to use research tools to extract relevant background material for business development and transaction support

• Strong personal skills and the ability to work effectively within a team environment under time constraints

Nice to have:

• CPA, CFA, CBV or other relevant professional designation – ongoing or completed

• Prior experience working on capital markets transactions

• Experience in financial services and ability to manage complex concepts

• Knowledge of and interest in financial markets

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each of us, reaching our potential, making a difference to our communities and achieving success that is mutual.

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive and high-performing team

• Opportunities to do challenging work

Job Skills

Business Valuations, Corporate Finance, Financial Modeling, Investment Banking, Mergers and Acquisitions (M&A), Valuation Analysis

Additional Job Details

Address: 335 8 AVE SW, CALGARY
City: Calgary
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-11-26
Application Deadline: 2025-12-11

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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