Drive impactful financial strategies at Intact as a Senior Financial Specialist in private investments. This pivotal role emphasizes financial analytics and partnership development.
You will work within the Distribution Financial Strategy team to execute transactions that align with Intact's business objectives. This position necessitates a rigorous background in business transactions coupled with robust financial modeling abilities. Your contributions will shape investment decisions and support broker development.
Key Responsibilities:
• Structure and manage financial transactions and memos
• Design performance dashboards for partner evaluations
• Review and analyze information to support initiatives




• Aid brokers in achieving financial and operational ambitions
• Explore investment avenues in the insurance space
Requirements:
• CPA or CFA designation, or comparable experience
• Over 8 years in financial roles with proven results
• Advanced skills in Excel and Power BI
• Exceptional communication for internal relationships
• Bilingual needed for Quebec-based candidates
Utilize your financial proficiency to drive growth and strategic partnerships at Intact.
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📌 Senior Financial Specialist – Intact Investments Montreal
🏢 Intact
📍 Montreal