Transaction Advisory Services Advisor

Richter; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading company in Canada is seeking a Transaction Advisory Services Advisor to join their dynamic team. The role involves conducting due diligence, preparing financial analyses, and interacting with clients to support successful transactions. Ideal candidates will have a strong background in accounting or finance, excellent communication skills, and the ability to work in a fast-paced environment. Competitive benefits and a hybrid work environment are offered.

Benefits

Group insurance

Health spending accounts

Savings plans

Employer contribution matching

Virtual healthcare network access

Employee assistance programs

Annual health and wellness program

Competitive performance bonus

Reimbursement of professional dues

Annual employee rewards and recognition

Qualifications

• Minimum 2.5 to 3 years of experience in audit or transaction advisory services.
• Proficiency in English and French for client interactions.
• Strong analytical skills and ability to manage multiple projects.

Responsibilities

• Contribute to due diligence processes for target companies.
• Prepare comprehensive financial analyses and reports.
• Engage in client interactions to align objectives.

Skills

Communication

Financial Analysis

Attention to Detail

Interpersonal Skills

Teamwork

Education

University degree in accounting, finance, or business administration

CPA designation

Tools

Excel

PowerPoint

Word

Job description

Join to apply for the Transaction Advisory Services Advisor role at Richter.

Richter is a Family | Business Office that provides strategic advice on business matters and the financial and personal goals of families across generations. With nearly 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners achieve lasting success. Whether on a professional, personal, or a combination of both levels, Richter holds a unique position to meet the needs of entrepreneurs, private clients, business owners, and the most prosperous families in Canada, while helping them chart a clear path to shape their legacy for future generations. Founded in 1926, Richter's multidisciplinary team, now consisting of 600 people, continuously innovates to create value for its employees, clients, and the community in Canada and the United States.

A Day in the Life of a Transaction Advisory Services Advisor

As an Advisor in Transaction Advisory Services, your day will be dynamic and multifaceted. Working closely with senior team members, you’ll contribute to the due diligence process by examining the operational and financial aspects of target companies. You will participate in meetings with the management team of target companies to gain a better understanding of their accounting policies & procedures, financial results / trending and operational matters.

Throughout the day, you'll actively participate in team discussions, offering valuable insights into the due diligence process. Client interaction is a key part of your role, as you share findings and updates to ensure alignment with their objectives. As part of your market research, you’ll stay up-to-date on industry trends and the competitive landscape to identify potential opportunities and risks.

Preparing comprehensive financial analyses and reports, including quality of earnings assessments will be central to your daily tasks. This will require attention to detail and a strong understanding of financial complexities. Your role as a Transaction Advisory Services Advisor will be essential in producing high-quality reports that support successful transactions for private equity firms and corporate clients in Canada and the U.S.

What We’re Looking For

• Minimum of 2.5 to 3 years of relevant experience in audit or transaction advisory services
• This role involves direct interaction with English and French-speaking clients, requiring strong proficiency in both languages to provide high-quality service, respond to inquiries, and ensure clear communication
• A university degree (undergraduate or graduate), especially in accounting, finance, or business administration, along with a CPA designation
• Strong oral and written communication skills in a business context
• Advanced computer skills, particularly in Excel, PowerPoint, and Word
• Strong work ethic and the ability to manage multiple projects simultaneously
• Ability to conduct detailed financial analysis with attention to detail
• Excellent interpersonal and teamwork skills, especially under time constraints
• Solid financial and accounting skills, including knowledge of Generally Accepted Accounting Principles (GAAP)
• Proven ability to learn in a fast-paced environment and manage multiple complex projects and concepts

What’s In It For You?

• Competitive benefits including group insurance, health spending accounts, savings plans, and employer contribution matching
• Employee and family access to a virtual healthcare network
• Employee and family assistance programs, including consultations with mental health professionals
• Annual health and wellness program
• Hybrid work environment
• Competitive performance bonus
• Reimbursement of professional dues
• Academic incentives
• Talent referral bonus
• Client referral bonus
• Access to on-demand concierge service, child care, and tutoring
• Annual employee rewards and recognition

Your Application

We’re excited to meet motivated professionals looking to grow their careers in a mid-sized, family-oriented firm and who have a strong background in relationship-building and management.

Sound like you? Apply today!

Seniority level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting