Financial Specialist, Private Investments

Intact

Financial Specialist for Intact's private placement team providing financial support and solutions. Contributing to business growth strategy through profitable transactions and sustainable partnerships.

Posted 5/22/2026full-timeMontréal • 🇨🇦 CanadaSeniorLead💰 CA$118,700 - CA$145,100 per yearWebsite

About the role

Key responsibilities & impact

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 follow 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.

Requirements

What you’ll need

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).
Good organizational skills, ability to prioritize your work and manage several files at once.
Bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country if located in Quebec.

Benefits

Comp & perks

Flexible work arrangements and a hybrid work model
Possibility to purchase up to 5 extra days off per year
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
Share plan & other savings: up to 12% of salary or even more (ask how you could earn guaranteed income for life)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial transactionsbusiness valuationfinancial modellingfinancial analysisM&Afinancingtax concepts

Soft Skills

organizational skillsability to prioritizeproject managementcommunication skills

Certifications

CPACFA