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Financial Specialist

1 month ago

Montreal, Quebec, Canada Intact Full time

Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you're bringing this purpose to life alongside a passionate community of experts.

Feel empowered to learn and grow while being valued for who you are– here, diversity is a strength. You have our commitment to support you in reaching your goals with tools, opportunities, and flexibility. It's our employee promise.

Our hybrid work model provides the balance between working from home and enjoying meaningful in-person interactions.

Read on to see how you can shape the future, win as a team, and grow with us.

About the role

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

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. 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 firm governance. These investments, coupled with BrokerLink's distribution income and investments in specialty wholesalers and the OnSide restoration company, generated distribution income of $467 million in 2023, of which almost 50% came from the Distribution Financial Strategy portfolio.

Your work will contribute to the governance, financial management and development of DFS's investment portfolio by providing innovative strategies and processes tailored to the needs of the team.

What you'll do here:

  • Oversee the implementation and execution of the portfolio's investment governance framework.
  • Create and monitor investment and project performance reports.
  • Analyze processes and tools, make recommendations and implement improvements in the financial management of DFS's investment portfolio.
  • Collect, review and analyze information to support transformation initiatives and optimize financial impacts.
  • Contribute to the modelling, implementation and monitoring of innovative projects for our strategic investment portfolio in the Intact network.
  • Help execute and advance DFS's financial transactions, including business valuation, negotiation of financial arrangements and related legal documentation.
  • Monitor the private investment market for damage insurance in Quebec, Canada and elsewhere.
  • Build lasting business relationships and work closely with internal partners from other sectors, as well as external partners.
  • Support partners as needed in setting and following up on their strategic, financial and operational goals by focusing on performance, growth and profitability indicators.
  • Support team members in the execution of special projects and in their day-to-day responsibilities.

What you bring to the table:

  • A relevant CPA (CA, CMA, CGA), CFA or MBA designation, or any equivalent combination of education and experience.
  • At least five years of relevant experience and a track record of successfully using your financial expertise in the areas of governance, process improvement and business development.
  • Experience in financial analysis combined with a working knowledge of legal, tax and accounting concepts.
  • Knowledge of business transactions, M&A, financing and business valuation, an asset.
  • Proficiency with the Microsoft Office suite and strong financial modelling skills.
  • Ability to build sound business relationships (internal and external) using strong oral and written communication skills.
  • 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.
  • Entrepreneurship, creativity and critical thinking skills.
  • 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.

What we offer

Working here means you'll be empowered to be and do your best every day. Here is some of what you can expect as a permanent member of our team:

  • A financial rewards program that recognizes your success
  • An industry leading Employee Share Purchase Plan; we match 50% of net shares purchased
  • An extensive flex pension and benefits package, with access to virtual healthcare
  • Flexible work arrangements
  • Possibility to purchase up to 5 extra days off per year
  • An annual wellness account that promotes an active and healthy lifestyle
  • Access to tools and resources to support physical and mental health, embracing change and connecting with colleagues
  • A dynamic workplace learning ecosystem complete with learning journeys, interactive online content, and inspiring programs
  • Inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities
  • Inspiring leaders and colleagues who will lift you up and help you grow
  • A Community Impact program, because what you care about is a part of what makes you different. And how you contribute to your community should be just as unique.

We are an equal opportunity employer

At Intact, we value diversity and strive to create an inclusive, accessible workplace where all individuals feel valued, respected, and heard.

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.

Click here to review other important information about the hiring process, including background checks, internal candidates, and eligibility to work in Canada.

If you are an employee of Intact or belairdirect, please apply for this role on Contact People.

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