Financial Specialist, Private Investments

Intact Insurance

Multiple Locations, Canada
Base: 118,700 - 145,100; bonus/equity: 15% annual ...
Hybrid
Financial analysis and modeling
Business valuation and m&a
Transactional memos and legal document drafting
Our employees are at the heart of everything we do, and 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

Job Summary

  • Our employees are at the heart of everything we do, and 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.
  • Your work will strongly influence Intact’s business growth strategy through profitable transactions, contributing to the implementation of sound, creative, and customized financial solutions that enable distributor development.
  • We offer flexible work arrangements, a hybrid work model, the possibility to purchase up to 5 extra days off per year, multiple benefits supporting physical and mental wellbeing, a share plan with company matching, and competitive pension offerings including a defined benefit pension plan.

Matching Summary

Our employees are at the heart of everything we do, and 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.

Salary

Base: 118,700 - 145,100; Bonus/Equity: 15% annual bonus target, up to double target, ESPP with 50% match; Benefits: Multiple benefits, telemedicine, Wellness account, share plan, defined benefit pension plan

Skills & Requirements

Must-have

  • Financial analysis and modeling
  • Business valuation and M&A
  • Transactional memos and legal document drafting
  • Partner relationship management
  • Financial performance dashboards

Nice-to-have

  • Passion for excellence in investment
  • Customer- and results-driven
  • Strong sense of ethics
  • Desire to learn and understand

Key Requirements

  • CPA or CFA designation or equivalent
  • 8+ years of relevant experience
  • In-depth knowledge of business transactions, M&A, financing, business valuation
  • Extensive financial analysis experience
  • General legal knowledge and tax concepts
  • Proficiency with Microsoft Office suite
  • Strong financial modelling skills (Excel and Power BI)
  • Bilingualism (Quebec candidates)

Work Rights

Not specified

Tailored Resume

Cover Letter