Financial Advisory Associate
4 weeks ago
Associate in Transaction Advisory Services
Company Overview
Richter is a distinguished Business | Family Office that specializes in providing strategic guidance on corporate matters as well as on families' financial and personal aspirations across generations. With nearly a century of experience at the intersection of family and business, Richter has cultivated a comprehensive approach to assist business owners in achieving sustainable success. Whether addressing business, personal, or both, Richter is uniquely equipped to meet the needs of Canada's most accomplished entrepreneurs, private clients, business owners, and family enterprises, helping them navigate a clear path to shape their legacy for the future. Established in 1926, Richter's multidisciplinary team of 600 professionals continuously innovates to create value for our people, clients, and the community in Canada and the United States.
What We Provide:
- An opportunity to become a strategic business partner with our clients, fostering relationships directly with entrepreneurs and businesses to deliver impactful advisory services.
- A pathway for career development with direct support from your managers and firm partners.
- A culture that prioritizes work-life balance and mental health. Our firm embraces a modern approach to these issues, offering a hybrid work environment with flexible hours and resources to support your personal journey.
- Investment in your ongoing education and professional growth through a variety of learning opportunities and tuition reimbursement.
Practice Overview
Richter's Transaction Advisory Group is a vibrant and rapidly expanding practice within the firm. Our team of dedicated professionals excels in providing strategic financial counsel to clients involved in various buy- and sell-side transactions. We are currently seeking a highly motivated and detail-oriented individual to join our Transaction Advisory Services team as an Associate, focusing on Financial Due Diligence.
Key Responsibilities
As an Associate in Transaction Advisory Services, you will play a vital role in supporting buy- and sell-side engagements for our clients. Your responsibilities will encompass:
- Assessment: Evaluating the quality of financial reporting, accounting policies, and management reporting environment of the company.
- Issue Identification: Assisting in pinpointing key risks, including their impact on pricing and investment thesis.
- Financial Analysis: Conducting in-depth financial analyses on historical performance, including the sustainability of earnings and cash flows, working capital, and financial projections.
- Documentation and Reporting: Preparing reports, presentations, and documentation for both internal and client use.
- Client Communication: Engaging in regular communication with clients to understand their needs and provide updates on engagement progress, including meetings and conference calls with target companies.
- Collaboration: Working with cross-functional team members to assist with other transaction advisory services, including valuations, tax, risk, IT, and more.
- Teamwork: Collaborating effectively with team members and other stakeholders to streamline workflows and ensure seamless execution of engagements.
A Day in the Life of an Associate in Transaction Advisory Services:
As an Associate in Transaction Advisory Services, your day will be dynamic and multifaceted. You will start by reviewing and analyzing financial statements and market data to gain insights into potential acquisition targets. Working closely with senior team members, you will contribute to the due diligence process, examining both operational and financial aspects of target companies.
Your day will involve active participation in team discussions, where you'll provide valuable input for the due diligence process. Client interaction is a key aspect of your role, as you communicate findings and updates, ensuring alignment with client objectives. Your market research efforts will involve staying informed about industry trends and competitive landscapes to identify opportunities and potential risks.
The preparation of comprehensive financial analyses and reports, including quality of earnings analysis, will be a central part of your daily tasks, requiring meticulous attention to detail and a deep understanding of financial intricacies. Your role as an Associate in Transaction Advisory Services will be instrumental in delivering high-quality reports that facilitate successful transactions for our private equity and corporate clients in Canada and the United States.
Qualifications
- Minimum of 2 years of relevant work experience in audit or transaction advisory services.
- Undergraduate or graduate degree with a focus on accounting, finance, or business administration, along with the completion of at least one finance or accounting designation (CPA, CBV, or CFA).
- Effective verbal and written communication skills at a business level.
- Strong computer literacy with an emphasis on Excel, PowerPoint, and Word presentation skills.
- A robust work ethic and the ability to manage multiple mandates.
- Ability to prepare financial analyses with a keen attention to detail.
- Strong interpersonal skills and the ability to work effectively within a team environment under time constraints.
- Comprehensive financial and accounting skills, including knowledge of Generally Accepted Accounting Principles (GAAP).
- Demonstrated ability to learn in a fast-paced environment and manage multiple projects and complex concepts.
What Richter Offers You:
- Competitive group benefits, including group insurance, Health Spending Account, 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 & Well-being Program.
- Hybrid work environment.
- Competitive performance bonus.
- Tuition reimbursement.
- Professional dues reimbursement.
- CFE leave financial support.
- Academic incentives.
- Talent referral bonus.
- Client referral bonus.
- Access to an on-demand concierge nannying, babysitting, and tutoring service.
- Annual employee rewards and recognition.
Application Process
We are eager to connect with motivated professionals who are seeking career growth in a mid-sized, family-oriented firm and possess a strong background in building and nurturing relationships.
Interested in this opportunity?
-
Financial Advisory Associate
4 weeks ago
Toronto, Ontario, Canada Richter Full timeAssociate in Transaction Advisory Services Company Overview Richter is a prominent Business | Family Office that specializes in providing strategic counsel on both business matters and the financial and personal aspirations of families across generations. With nearly a century of experience at the intersection of family and business, Richter has...
-
Financial Advisory Associate
4 weeks ago
Toronto, Ontario, Canada Richter Full timeAssociate in Transaction Advisory Services Overview Richter is a prominent Business | Family Office dedicated to delivering strategic insights on corporate matters and assisting families in achieving their financial and personal aspirations across generations. With nearly a century of experience at the intersection of family and business, Richter has...
-
Financial Advisory Associate
4 weeks ago
Toronto, Ontario, Canada Richter Full timeAssociate in Transaction Advisory Services Overview Richter is a Business | Family Office dedicated to delivering strategic counsel on corporate matters and the financial and personal aspirations of families across generations. With nearly a century of expertise at the intersection of family and business, Richter has cultivated a holistic approach...
-
Financial Advisory Associate
4 weeks ago
Toronto, Ontario, Canada Richter Full timeAssociate in Transaction Advisory Services Overview Richter is a distinguished Business | Family Office that offers strategic counsel on corporate matters and assists families in achieving their financial and personal aspirations across generations. With nearly a century of experience at the crossroads of family and business, Richter has cultivated...
-
Financial Advisory Associate
4 weeks ago
Toronto, Ontario, Canada Richter Full timeAssociate in Transaction Advisory Services Company Overview Richter is a prominent Business | Family Office dedicated to offering strategic counsel on business issues and assisting families in achieving their financial and personal aspirations across generations. With nearly a century of experience at the crossroads of family and business, Richter...
-
Financial Advisory Associate Initiative
4 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeRequisition ID: 202556 Join a purpose-driven team that is committed to achieving results within an inclusive and high-performing culture. Wealth Management Associate Program Scotiabank stands as one of the largest financial institutions globally and is recognized as Canada's most international bank. Our success is driven by high-performing and dedicated...
-
Financial Advisory Associate Program
4 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeRequisition ID: 202624Join a purpose-driven and successful team, dedicated to achieving results within an inclusive and high-performing culture.Wealth Management Associate ProgramPrivate Banking AssociateScotiabank stands as one of the largest financial institutions globally and is recognized as Canada's most international bank. Our success is driven by...
-
Financial Advisory Manager
4 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timePosition OverviewThe Centre of Governance plays a pivotal role in supporting executive leadership and business associates through comprehensive financial analysis and strategic advisory services aimed at enhancing value creation for RBC. As the Manager of Financial Forecasting and Advisory, you will deliver critical insights into the financial dimensions of...
-
Investment Advisory Associate Program
4 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeRequisition ID: 202556 Join a purpose-driven team that is committed to achieving results within an inclusive and high-performing culture. Wealth Management Associate Program Scotiabank stands as one of the largest financial institutions globally and is recognized as Canada's most international bank. Our success is fueled by exceptional teammates who...
-
FP&A Associate
3 weeks ago
Toronto, Ontario, Ontario, Canada Dextra Advisory Full timePosition Title: Finance Planning & Analysis Associate Location: Greater Toronto AreaDextra Advisory specializes in Corporate Financial advisory offering Fractional CFO and Investment Banking services to small and medium companies, from small companies looking for strategic operational support to more established companies wanting to optimize their finances....
-
Financial Advisory Manager
4 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob OverviewThe Centre of Governance plays a pivotal role in assisting senior leadership and business stakeholders with financial analysis and advisory services aimed at enhancing value creation for RBC. As the Manager of Financial Insights, you will deliver comprehensive analysis on all financial dimensions of a compensation strategy within the Wealth...
-
Senior Advisory Analyst, Assurance Services
4 weeks ago
Toronto, Ontario, Canada President's Choice Financial Full timeCompany OverviewAt President's Choice Financial, we are dedicated to enhancing the lives of Canadians through our innovative financial solutions. As a leading Canadian chartered bank, we pride ourselves on our commitment to customer satisfaction and community engagement.Department OverviewThe Assurance and Advisory Team is a dynamic group that collaborates...
-
Toronto, Ontario, Canada BDO Full timeAbout the RoleBDO's Capital Advisory team is seeking an Experienced Associate to join our team in Toronto. As a key member of our team, you will be responsible for participating in a range of advisory capital raising assignments, assuming responsibility for the day-to-day execution and delivery of service on projects.Key ResponsibilitiesUnderwrite,...
-
Toronto, Ontario, Canada BDO Full timeAbout the RoleBDO's Capital Advisory team is seeking an Experienced Associate to join our team in Toronto. As a key member of our team, you will be responsible for participating in a range of advisory capital raising assignments, assuming responsibility for the day-to-day execution and delivery of service on projects.Key ResponsibilitiesUnderwrite,...
-
Toronto, Ontario, Canada BDO Full timeAbout the RoleBDO's Capital Advisory team is seeking an Experienced Associate to join our dynamic team in Toronto. As a key member of our team, you will be responsible for participating in a range of advisory capital raising assignments, assuming responsibility for the day-to-day execution and delivery of service on projects.Key ResponsibilitiesUnderwrite,...
-
Toronto, Ontario, Canada BDO Full timeAbout the RoleBDO's Capital Advisory team is seeking an Experienced Associate to join our dynamic team in Toronto. As a key member of our team, you will be responsible for participating in a range of advisory capital raising assignments, assuming responsibility for the day-to-day execution and delivery of service on projects.Key ResponsibilitiesUnderwrite,...
-
Corporate Finance Advisory Analyst
6 days ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Corporate Finance Advisory Analyst / Associate to join our team at Scotiabank. As a key member of our Global Banking & Markets division, you will play a critical role in providing thoughtful capital market solutions to our corporate clients.Key ResponsibilitiesEvaluate and analyze the financial needs of corporate...
-
Corporate Finance Advisory Analyst
6 days ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Corporate Finance Advisory Analyst / Associate to join our team at Scotiabank. As a key member of our Global Banking & Markets division, you will play a critical role in providing thoughtful capital market solutions to our corporate clients.Key ResponsibilitiesEvaluate and analyze the financial needs of corporate...
-
Toronto, Ontario, Canada President's Choice Financial Full timeAbout the RoleWe are seeking a highly skilled Senior Business Analyst to join our Risk Advisory and Governance team at President's Choice Financial. As a key member of our team, you will be responsible for leading and executing risk advisory and governance engagements, focusing on governance, regulatory audits, and risk management.Key ResponsibilitiesLead...
-
Toronto, Ontario, Canada President's Choice Financial Full timeAbout the RoleWe are seeking a highly skilled Senior Business Analyst to join our Risk Advisory and Governance team at President's Choice Financial. As a key member of our team, you will be responsible for leading and executing risk advisory and governance engagements, focusing on governance, regulatory audits, and risk management.Key ResponsibilitiesLead...
