Together, we help people, businesses, and society prosper in good times and be resilient in bad times. In return, 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.

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 wellbeing, including telemedicine, Wellness account and much more Share plan & other savings: up to 12% of salary or even more (ask how you could earn guaranteed income for life) Salary range (but not limited to): 118,700 - 145,100 Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance): 15% As part of our commitment to Win As A Team, we share our success with employees through our annual bonus plan and Employee Share Purchase Plan (ESPP) – with Intact matching 50% of your net shares.

We are one of the few companies offering the opportunity to receive guaranteed income for life via our defined benefit pension plan.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, etc. We’re looking for a Financial Specialist for our growing private placement team, called the Distribution Financial Strategy (DFS) team.

IFC must 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 investment governance. Actively contribute to executing and advancing DFS’s financial transactions, including business valuation, the modelling of financial agreements, the drafting of relevant transactional memos to obtain necessary approvals, and following up on the drafting of relevant legal documents.

Complete, present and monitor dashboards showing the business performance of these partners and their alignment with their strategic planning.

Support brokers and agents in setting their strategic, financial and operational goals, focusing on performance, growth and profitability indicators.

Support team members in the execution of special projects and in their day-to-day responsibilities.

Analyze other investment opportunities in businesses that are part of the property and casualty insurance ecosystem.

A relevant CPA or CFA designation, or an equivalent combination of education and experience.

In-depth knowledge of business transactions, M&A;, financing, business valuation.





Extensive experience in financial analysis combined with general legal knowledge and an understanding of the main tax concepts for companies and individuals.

Proficiency with the Microsoft Office suite and strong financial modelling skills (Excel and Power BI).

A passion for excellence in investment (i.e., applying mathematical methods to business issues and designing models to support investing activities, risk management, estimates and credit) and support for investment decisions creating long-term value.

Customer- and results-driven, solid 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.

#We are an equal opportunity employer At Intact, our Value of respect is founded on seeing diversity as a strength.

We encourage applications from individuals who are members of equity‑deserving groups, including but not limited to women, Indigenous peoples, persons with disabilities, Black people, and members of the 2SLGBTQI+ community.

As part of Intact’s commitment to reconciliation, we acknowledge that we work, meet and travel across the land currently called Canada, originally inhabited by First Nations, Metis and Inuit people.

We have policies to ensure equal access and participation for people with disabilities, including providing workplace adjustments (accommodations).

A copy of applicable policies is available on request.

Please note that Intact does not provide sponsorship or other support for immigration‑related matters including but not limited to employer‑specific closed work permits.

📌 Financial Specialist, Private Investments (Montreal)
🏢 Intact Financial
📍 Montreal