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Surety Advisor
IntactConseiller Cautionnement evaluating and authorizing surety requests for contractors in Quebec. Collaborating with team members and managing client relationships in a dynamic environment.
About the role
Key responsibilities & impact- Manage a portfolio of surety files, typically composed of mid- to large-scale contractors
- Analyze and approve surety bond requests within the analyst's authority and according to established procedures
- Prepare documentation and make recommendations for significant projects, including presentations to reinsurers when required
- Conduct annual reviews, risk analyses, and financial updates of contractor files to establish bonding limits
- Organize meetings with brokers and contractors and strengthen business relationships
- Participate in construction and surety industry events
- Communicate and negotiate the terms and conditions of contractor files
- Contribute to business development objectives by prospecting and identifying business opportunities
- Analyze new surety files submitted in accordance with established procedures
- Demonstrate leadership by providing technical advice, training, and coaching to team members, brokers, and contractors
- Manage supplier payment requests and/or beneficiary claims in collaboration with the claims/indemnity department
- Lead and participate in special projects
Requirements
What you’ll need- 7 to 10 years of experience in surety, accounting, administration, and/or finance
- University degree, preferably with a specialization in accounting, business administration, and/or finance
- Professional designation (CPA, CGA or CMA) or CFA is an asset
- Excellent analytical, synthesis, and decision-making skills
- Knowledge of the surety and/or construction industry is an asset
- Ability to develop strong, personalized business relationships
- Client-, results- and solutions-oriented
- Team player with leadership qualities
- Strong organizational skills, business acumen (negotiation), attention to detail, autonomy, and initiative
- Proficient in Microsoft Office
- Excellent written and spoken French
- Bilingual (French and English) — required to interact regularly with colleagues across the country
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 well‑being, including telemedicine, a wellness account and more
- Share plan & other savings: up to 12% of salary or more (ask how you could earn guaranteed income for life)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Risk AnalysisFinancial UpdatesSurety Industry KnowledgeBusiness DevelopmentNegotiation Skills
Soft Skills
Analytical SkillsAttention to DetailTeam PlayerOrganizational SkillsInitiative
Certifications
CPACGACMACFA