Financial Specialist, Private Investments

Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.

We’re looking for a Financial Specialist for our growing private placement team, called the Distribution Financial Strategy (DFS) team.

Intact Financial Corporation (IFC) distributes property and casualty insurance products through brokerage firms in Canada. IFC must ensure a strong and sustainable brokerage network. To do so, the Distribution Financial Strategy team provides financial support to several firms of different sizes through lending and equity investments, in addition to supporting succession planning and sound investment governance.

Your work will strongly influence Intact’s business growth strategy through profitable transactions. You will contribute to the implementation of sound, creative and customized financial solutions that enable distributor development. People will rely on you to contribute to financial analyses and business proposals, deliver financial solutions that reconcile Intact’s strategic business goals and those of its partners, as well as build sustainable business relationships with existing and future partners in the Distribution Financial Solutions (BFS) network. You will also work closely with these partners in their budgeting process and in planning the use of operating funds.

• →Actively contribute to executing and advancing DFS’s financial transactions, including business valuation, the modelling of financial agreements, the drafting of relevant transactional memos to obtain necessary approvals, and following up on the drafting of relevant legal documents.
• →Complete, present and monitor dashboards showing the business performance of these partners and their alignment with their strategic planning. 
• →Collect, review and analyze information to support development initiatives and propose recommendations.
• →Support brokers and agents in setting their strategic, financial and operational goals, focusing on performance, growth and profitability indicators.
• →Support team members in the execution of special projects and in their day-to-day responsibilities.
• →Analyze other investment opportunities in businesses that are part of the property and casualty insurance ecosystem.

• A relevant CPA or CFA designation, or an equivalent combination of education and experience.
• More than 8 years of relevant experience and a track record of successfully using your financial expertise for business development.
• In-depth knowledge of business transactions, M&A, financing, business valuation.
• Extensive experience in financial analysis combined with general legal knowledge and an understanding of the main tax concepts for companies and individuals.
• Proficiency with the Microsoft Office suite and strong financial modelling skills (Excel and Power BI).
• Ability to build sound business relationships (internal and external) using strong oral and written communication skills.
• A passion for excellence in investment (i.e., applying mathematical methods to business issues and designing models to support investing activities, risk management, estimates and credit) and support for investment decisions creating long-term value.
• Initiative, a desire to learn and understand, and a strong interest in working as part of a team.
• Good organizational skills, ability to prioritize your work and manage several files at once.
• Customer- and results-driven, strong sense of ethics.
• For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country.

#LI-Hybrid

We are an equal opportunity employer

At Intact, our Value of respect is founded on seeing diversity as a strength. We strive to create an accessible workplace where employees feel valued, included and encouraged to share their unique perspectives.

We encourage applications from individuals who are members of equity-deserving groups, including but not limited to women, Indigenous peoples, persons with disabilities, Black people, and members of the 2SLGBTQI+ community.

As part of Intact’s commitment to reconciliation, we acknowledge that we work, meet and travel across the land currently called Canada, originally inhabited by First Nations, Metis and Inuit people. This history extends through many centuries and continues to evolve today.

We have policies to ensure equal access and participation for people with disabilities, including providing workplace adjustments (accommodations). A copy of applicable policies is available on request.

If we can provide a specific adjustment to make the recruitment process more accessible for you, please let us know when we reach out about a job opportunity. We’ll work with you to meet your needs.

Learn more about our recruitment process and your candidate journey here.

Please note that Intact does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

If you are an employee of Intact or belairdirect, please apply for this role on Internal Career Site.