Board Member, Investment Banking

About the Client:
Our client is a respected investment advisory firm specializing in complex financial transactions, including reverse takeovers (RTOs), valuations, and go-public strategies, helping businesses successfully navigate entry into public markets. With a commitment to excellence, the firm combines deep expertise in investment banking, capital markets, and regulatory affairs to deliver tailored solutions that meet clients' strategic and financial goals. Their seasoned team provides comprehensive advisory services, optimizing valuations and ensuring compliance with industry standards to support sustainable growth. The client seeks experienced board members to further strengthen their advisory board, contributing to impactful, high-stakes projects that drive client success.

Position Summary:
The client is seeking an experienced Board Member with a strong background in investment banking to join their advisory board. The ideal candidate will have extensive knowledge of RTO processes, TSX Venture Exchange listings, valuations, and Canadian securities regulations. A CFA designation is highly preferred, as it aligns with the clients commitment to the highest standards in financial analysis and advisory services.

Key Responsibilities:

• Provide strategic guidance on reverse takeover (RTO) transactions and go-public strategies.
• Advise on valuations, risk assessment, and financial analysis for investment opportunities.
• Ensure compliance with Canadian securities laws in all corporate and financial strategies.
• Collaborate with executive leadership to strengthen the clients position in the TSX Venture market.
• Offer insight and experience in structuring deals, capital market strategies, and regulatory compliance.
• Support the clients long-term growth through investment strategy guidance and networking.

Preferred Qualifications:

• Extensive experience in investment banking or advisory board roles.
• Demonstrated knowledge of RTOs, valuations, and TSX Venture go-public processes.
• Familiarity with Canadian securities regulations and compliance standards.
• CFA designation or equivalent professional credentials preferred.
• Strong analytical skills, strategic thinking, and a track record of providing insightful advisory input.

Compensation Structure:

• Deferred Compensation:Competitive salary deferred over the first 12 months, based on the firms growth milestones.
• Equity Participation:Significant equity options based on performance and investment.

Investment Requirement:

• Minimum Personal Investment:$50,000, which entitles you to enhanced equity ownership and profit-sharing based on the firms success.

Application Process:
Qualified candidates with a passion for strategic advisory work and compliance are invited to submit a resume and cover letter detailing relevant experience.