Financial Specialist, Private Investments

Intact; Montreal; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading company is seeking a Financial Specialist to join their Distribution Financial Strategy team. The role involves executing financial transactions, analyzing business performance, and providing strategic guidance to brokers. Candidates should have a CPA or CFA, with over 3 years in financial analysis and business development. The position offers a hybrid work model and is committed to diversity and inclusion.

Benefits

Recognition through financial rewards program

Employee Share Purchase Plan

Comprehensive benefits and virtual healthcare

Flexible work arrangements

Wellness programs

Learning and development opportunities

Qualifications

• Over 3 years of relevant experience with a successful track record.
• Deep knowledge of business transactions, M&A, financing.
• Bilingualism in French and English for candidates in Quebec.

Responsibilities

• Execute BFS’s financial transactions including business valuation.
• Present and monitor dashboards on business performance.
• Analyze information to support development initiatives.

Skills

Business Development

Financial Analysis

Valuation

Communication

Microsoft Excel

Investment

Education

CPA or CFA designation

Tools

Power BI

Job description

Join to apply for the Financial Specialist, Private Investments role at Intact.

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.

Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. We promise to provide support, opportunities, and performance-led financial rewards at a workplace where you can shape the future, win as a team, and grow with us.

About The Role

We’re looking for a Financial Specialist, Private Placements to join our growing team called Distribution Financial Strategy (DFS).

Given that the majority of IFC’s written premiums are distributed through brokerage firms in Canada, one of IFC’s objectives is to ensure a strong and sustainable brokerage network. 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 influence Intact’s business growth strategy through profitable transactions. You will contribute to implementing sound, creative, and customized financial solutions that enable distributor development. You will be responsible for financial analyses and business proposals, delivering financial solutions that align with strategic goals, and building sustainable relationships with partners in the Broker Financial Solutions (BFS) network.

You will also collaborate with partners in budgeting and operational planning.

What You’ll Do Here

• Execute and advance BFS’s financial transactions, including business valuation, financial agreement modeling, drafting transactional memos, and legal document follow-up.
• Present and monitor dashboards on business performance and strategic alignment.
• Analyze information to support development initiatives and propose recommendations.
• Support brokers and agents in setting strategic, financial, and operational goals.
• Assist team members with special projects and daily responsibilities.

What You Bring To The Table

• A relevant CPA or CFA designation, or equivalent experience and education.
• Over 3 years of relevant experience with a successful track record in business development using financial expertise.
• Deep knowledge of business transactions, M&A, financing, and valuation.
• Extensive financial analysis experience, legal knowledge, and understanding of tax concepts.
• Proficiency in Microsoft Office, especially Excel and Power BI.
• Strong communication skills for building relationships internally and externally.
• A passion for investment and supporting long-term value creation.
• Initiative, eagerness to learn, and team-oriented mindset.
• Good organizational skills and ability to manage multiple files.
• Customer- and results-oriented with a strong ethical foundation.
• Bilingualism in French and English for candidates in Quebec.
• No specific Canadian work experience required, but must be eligible to work in Canada.

What We Offer

Our hybrid work model offers flexibility between remote and in-person work. As a permanent team member, you will enjoy:

• Recognition through a financial rewards program.
• Employee Share Purchase Plan with matching.
• Comprehensive benefits and virtual healthcare.
• Flexible work arrangements and additional days off.
• Wellness programs and health resources.
• Learning and development opportunities.
• Inclusive employee networks and leadership support.
• Community Impact programs.

We are an equal opportunity employer committed to diversity and inclusion. We encourage applications from all qualified individuals, including those from equity-deserving groups.

We acknowledge the traditional territories of First Nations, Métis, and Inuit peoples and are committed to reconciliation and accessible employment practices.

For accommodations or accessibility needs, please contact us during the recruitment process.