Financial Analyst, Private Investments

Intact

. Execute and advance DFS financial transactions, including business valuation and modelling financial agreements .

Posted 11/5/2026full-timeMontréal • CanadaMid-LevelSenior💰 CA$101,800 - CA$124,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial expertise in business valuation, financial modeling, and analysis within the property and casualty insurance ecosystem. Capable of building sustainable business relationships and supporting strategic financial initiatives while effectively communicating with stakeholders.

Highest-signal resume keywords

Financial AnalysisBusiness ValuationFinancial ModellingMicrosoft ExcelCFA or CPA Pursuit

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModellingBusiness ValuationFinancial AnalysisM&A KnowledgeTax Concepts Understanding

Soft Skills

Strong Communication SkillsOrganizational SkillsTeam CollaborationCustomer-DrivenInitiative

Tools & Technologies

Microsoft Office SuitePower BI

Certifications & Qualifications

CFACPA

Industry Keywords

Property and Casualty InsuranceBusiness TransactionsInvestment OpportunitiesStrategic PlanningFinancial Agreements

About the role

Key responsibilities & impact

Execute and advance DFS financial transactions, including business valuation and modelling financial agreements
Draft transactional memos to obtain necessary approvals
Follow up on drafting relevant legal documents
Complete, present, and monitor dashboards showing partner business performance and alignment with strategic planning
Collect, review, and analyze information to support development initiatives and propose recommendations
Support brokers and agents in setting strategic, financial, and operational goals focused on performance, growth, and profitability
Support team members with special projects and day-to-day responsibilities
Analyze investment opportunities in businesses within the property and casualty insurance ecosystem
Contribute to customized financial solutions and business proposals supporting distributor development
Work closely with partners on budgeting and planning the use of operating funds
Build sustainable business relationships with existing and future partners in the DFS network

Requirements

What you’ll need

University degree in finance or accounting
Currently pursuing, or interested in obtaining, a professional designation such as the CFA or CPA
Internship experience or up to two years of relevant professional experience demonstrating ability to leverage financial expertise to support business development
Good knowledge of business transactions, M&A, financing, and business valuation
Experience in financial analysis combined with general legal knowledge and understanding of main tax concepts for companies and individuals
Proficiency with Microsoft Office suite
Strong financial modelling skills with Excel and Power BI
Strong oral and written communication skills
Ability to build sound internal and external business relationships
Passion for excellence in investment, including applying mathematical methods to business issues and designing models supporting investing activities, risk management, estimates, and credit
Initiative, desire to learn and understand, and strong interest in working as part of a team
Good organizational skills, ability to prioritize work, and manage several files at once
Customer- and results-driven, with a strong sense of ethics
For candidates located in Quebec, bilingualism is required to interact regularly with English-speaking colleagues across Canada
Must be eligible to work in Canada from the anticipated start date and throughout employment; Intact does not provide immigration sponsorship or support

Benefits

Comp & perks

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 and Wellness account
Share plan and other savings: up to 12% of salary or more
Annual bonus target of 12% of base salary, with potential payout up to double the target, subject to personal and company performance
Employee Share Purchase Plan (ESPP), with Intact matching 50% of net shares
Defined benefit pension plan with opportunity to receive guaranteed income for life
Workplace adjustments/accommodations for people with disabilities