Jobs
>
Montréal

    Financial Specialist - Montreal, Canada - Intact Financial Corporation

    Intact Financial Corporation
    Intact Financial Corporation Montreal, Canada

    5 days ago

    Intact Financial Corporation background
    Full time
    Description

    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.

    , including background checks, internal candidates, and eligibility to work in Canada.

  • Intact

    Financial Specialist

    1 week ago

    Intact Montréal, Canada

    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 g ...

  • Intact

    Financial Specialist

    1 week ago

    Intact Montréal, Canada

    Nos employés sont au cœur de ce que nous faisons de mieux : aider les gens, les entreprises et la société à aller de l'avant dans les bons moments et à être résilients dans les moments difficiles. En vous joignant à notre équipe, vous contribuerez à ces efforts aux côtés de gens ...

  • Aon Corporation

    Financial Specialist

    1 week ago

    Aon Corporation Montréal, Canada

    Posting Description: · This is a hybrid role with the flexibility to work both virtually and from our Montreal office. · - Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over the sponsorship ...

  • Aon

    Financial Specialist

    1 week ago

    Aon Montréal, Canada

    This is a hybrid role with the flexibility to work both virtually and from our Montreal office. · Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over the sponsorship of an employment visa or ...

  • Intact

    Financial Specialist

    1 week ago

    Intact Montréal, Canada

    From coast-to-coast, our inspiring colleagues are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. With our team, you'll bring this purpose to life every day by living our Values, being open to change, an ...

  • Intact

    Financial Specialist

    1 week ago

    Intact Montréal, Canada

    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 g ...

  • First Nations Financial Management Board

    Bilingual Financial Specialist

    1 week ago

    First Nations Financial Management Board Montréal, Canada

    **Position Overview** · Reporting to the Senior Financial Officer, the Financial Specialist, FMS Support Services is responsible for supporting selected First Nation clients across Canada through remote accounting and on-going training. · **Accountabilities** · - Develop relation ...

  • Royal Bank of Canada>

    Financial Planning Specialist

    5 days ago

    Royal Bank of Canada> Montreal, Canada Full time

    Résumé du travail · Description du poste · Description du poste · Partie intégrante des Services de bureau de gestion familiale RBC, le spécialiste en planification financière collabore avec nos conseillers pour offrir des plans financiers exhaustifs et personnalisés à la clientè ...

  • CIBC

    Financial Services Specialist/ Financial Advisor

    6 days ago

    CIBC Montréal, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Intact

    Accounting Specialist, Financial Transactions

    1 week ago

    Intact Montréal, Canada

    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 g ...

  • Intact

    Accounting Specialist, Financial Transactions

    4 days ago

    Intact Montréal, Canada

    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 g ...

  • belairdirect

    Financial Specialist

    1 week ago

    belairdirect Anjou, Canada

    From coast-to-coast, our inspiring colleagues are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. With our team, you'll bring this purpose to life every day by living our Values, being open to change, an ...

  • Aon

    Financial Specialist

    1 week ago

    Aon Montreal, Canada Full time

    Have you always wanted to be a part of an industry-leading team? Do you want to apply your experience in finance to help empower results for our clients by delivering innovative and effective solutions? This could be the role you've been looking for. · This is a hybrid role with ...

  • 0000050599 RBC Dominion Securities Inc.

    Financial Planning Specialist

    5 days ago

    0000050599 RBC Dominion Securities Inc. Montreal, Canada Full time

    Job Description · What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth M ...

  • Royal Bank of Canada

    Financial Planning Specialist

    1 week ago

    Royal Bank of Canada MONTRÉAL, Canada Full time

    Job Summary · Job Description · What is the opportunity? · As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients ...

  • CIBC

    Associate Financial Services Specialist

    1 week ago

    CIBC Pointe-Claire, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • CIBC

    Associate Financial Services Specialist

    1 week ago

    CIBC Blainville, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Intact Financial Corporation

    Financial Specialist, IT Finance Governance

    5 days ago

    Intact Financial Corporation Montréal, Canada 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 ...

  • Incubation Systems Private Limited

    Bilingual Financial Services Specialists

    1 week ago

    Incubation Systems Private Limited Montréal, QC, Canada Full time

    We are hiring for our client, a financial services company.*_ · *Job Duration*: 12 Months Contract · *Shift: * Monday to Friday; Reporting to the Supervisor or Manager in Billing and Payment, the incumbent of the position is primarily responsible for handling disbursement transa ...

  • CMLS Financial

    Commercial Specialist, Commercial Mortgage

    3 days ago

    CMLS Financial Montréal, Canada

    **Commercial Specialist, Commercial Mortgage Operations (6-month contract)** · **Portfolio Surveillance and Special Mandates** · **Vancouver, BC / Montreal, QC** · CMLS Commercial Mortgage Servicing team is a division of CMLS Financial and the leading provider of commercial lendi ...