Active Role : November 2025

Location : Calgary, Alberta

Details : Corporate Finance & Merchant Banking

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About Pinnacle

Pinnacle Wealth Brokers Inc. (“Pinnacle”) is a high-growth financial services firm in Calgary, Alberta. As a registered Exempt Market Dealer, Portfolio Manager, and Investment Fund Manager, Pinnacle specializes in connecting investors with carefully vetted private-market opportunities.

Building on its strong foundation in private markets, Pinnacle has recently expanded into merchant banking activities, leveraging its network, sector expertise, and investment platform to support high-quality companies through strategic capital, advisory services, and transaction execution.

 

Opportunity:

Pinnacle is actively seeking an Analyst or Associate - Corporate Finance, to join our team in Calgary, Alberta. The successful candidate will have the opportunity to take a leading role in the Corporate Finance division’s ongoing issuer activities once familiar with Pinnacle’s high level of due diligence standards and internal processes. In addition, the role will provide exposure to the firm’s expanding merchant banking activities, offering hands-on involvement in transaction execution, investment analysis, and strategic advisory mandates.

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Roles and responsibilities:

• Provide ongoing due diligence for new and current offerings

• Draft detailed research reports containing industry and financial analysis

• Developing financial models for new and existing investment opportunities

• Ensure that Pinnacle is following its compliance policies and procedures

• Monitoring existing issuers cash flows, credit situation, covenants and collateral to ensure the ongoing viability of existing lending arrangements

• Prepare investor presentations, financial models, and due diligence requests for Pinnacle’s Merchant Banking endeavours

 

Qualifications / Core Competencies:

• Legally eligible to work in Canada

• Bachelor’s degree in Finance, Commerce, Economics, Accounting, or related field; MBA, CFA, or CPA (or progress toward) is an asset

• 1-3 years in investment banking, corporate finance, audit, due diligence, and/or asset management; new graduates may be considered with exceptional background

• Adaptability, discernment and curiosity for the use of AI and LL.M in creating efficiencies in one’s work

• Experience in mergers & acquisitions is strongly preferred

• Knowledge of complex financial and business management concepts and practices used to evaluate and analyze financial and operational performance of companies across various industries

• Excellent written communication skills including the ability to prepare complex documents such as due diligence reports, term sheets, and confidential information memorandums

• Ability to effectively communicate and represent our firm in a very positive manner

• Excellent analytical and conceptual skills for forecasting, innovative and creative problem-solving

• Proficiency using Microsoft Office products

• Ability to work extended hours and weekends when required

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What We Offer:

• Competitive salary and bonus plan will be offered based on experience and education and will participate in the corporate finance bonus pool

• Direct exposure to live transactions and investment decision making

• Close mentorship from experienced investment professionals

• A clear opportunity to build foundational skills in finance, valuation, and deal execution

 

Final Thoughts:

This is a full-time, in-office position. The role requires daily collaboration with senior leadership and colleagues; in person engagement is essential for learning, mentorship, and deal execution. Candidates must be willing to work in a dynamic environment with varying priorities and timelines.

 

This position reports to the Director of Corporate Finance & Merchant Banking. Interested candidates are asked to submit a CV with cover letter below.