Financial Specialist, Private Investments

Intact Financial

Multiple Locations, Canada
Base: 118,700 - 145,100 cad; bonus/equity: 15% ann...
Hybrid
Financial modelling with excel and power bi
Business valuation and m&a expertise
Support for strategic financial planning
We 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

Job Summary

  • We 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.
  • You will contribute to the implementation of sound, creative and customized financial solutions that enable distributor development and influence Intact’s business growth strategy through profitable transactions.
  • Intact offers flexible work arrangements, a hybrid work model, multiple wellbeing benefits, a share plan, and pension offerings including a defined benefit pension plan with guaranteed income for life.

Matching Summary

We 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.

Salary

Base: 118,700 - 145,100 CAD; Bonus/Equity: 15% annual bonus target with potential up to double; Benefits: Flexible work, wellbeing programs, share plan, pension options

Skills & Requirements

Must-have

  • Financial modelling with Excel and Power BI
  • Business valuation and M&A expertise
  • Support for strategic financial planning
  • Collaboration with brokers and agents
  • Execution of financial transactions

Nice-to-have

  • Strong oral and written communication
  • Customer- and results-driven mindset
  • Initiative and team collaboration
  • Organizational and multitasking skills
  • Passion for investment excellence

Key Requirements

  • CPA or CFA designation or equivalent
  • More than 8 years of relevant experience
  • In-depth knowledge of financing and tax concepts
  • Bilingualism required for Quebec candidates
  • Eligible to work in Canada

Work Rights

Eligible to work in Canada

Tailored Resume

Cover Letter