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 recruiting for the position of Business Partnership Representative in our Calgary, A.B. 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.

What you will accomplish

To be successful in this role, candidates must be driven to make cold calls and introductions, effective follow ups 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, debt, 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, contact and obtain new clients for the company and its services
• Cold calling and email campaigns
• Researching prospective clients in target markets
• Pursuing leads and moving them through the sales cycle
• Assist with producing quotes and proposals
• 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

• 2+ years of sales experience preferably in the financial services 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 over the phone and via video calls
• Strong interpersonal skills to collaborate with team members, other groups, and clients
• 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

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