Job DescriptionWhat is the opportunity?The Mid-Market Mergers and Acquisitions (M&A) Group is seeking an Associate Director to support the team in Montreal, Quebec. The Associate Director 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 value-added services. 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 or 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 Montreal, Quebec
- 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:- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- 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 and 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 other, 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 SkillsFinancial Analysis, Financial Modeling, Financial Valuation, Investment Banking, Mergers and Acquisitions (M&A), PowerPoint Presentations, Valuation Analysis
Additional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRÉAL
City:Montréal
Country:Canada
Work hours/week:37.5
Employment Type:Full time
Platform:PERSONAL & COMMERCIAL BANKING
Job Type:Regular
Pay Type:Salaried
Posted Date:2026-08-18
Application Deadline:2026-09-02
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
