Manager, Broker Financial Solutions

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

As a Manager, Broker Financial Solutions, you will provide a wide range of tailored financial solutions to Intact’s insurance brokers in accordance with BFS policies and transaction structures. You will take charge of the deal analysis, proposal, negotiation, and deliverable of financial solutions to achieve the strategic objectives of Intact and its broker partners. In this role you will develop strong relationships with Intact’s broker partners, regional business teams, as well as legal and tax departments.

This position is a full-time permanent position, the successful candidate can be based in any one of Intact’s main offices nationally.

Here are a few ways you'll make a difference:

• Lead and coordinate the execution of BFS financial transactions including following leads, modelling, negotiation and providing creative solutions. Responsible for full-scale transaction planning and execution (including the strategy, financial structure, due diligence and integration initiatives).

• Analyze, recommend, and execute investment decisions related to loans and strategic distribution investments. Develop tailored financial agreements that meet the needs of all concerned parties.

• Identify and analyze financial, business and tax risks and other concerns.

• Ensure compliance with Intact’s Policy and Authorization process by completing required financial analysis, transaction memos and obtaining required approvals.

• Build relationships and support brokers in determining their strategic, operational, and financial objectives – focusing on support for growth and profitability targets.

• Monitor loans and financial obligations of the brokers under the incumbent’s responsibility. Identify, recommend, and implement necessary solutions to maintain profitability of the existing investments.

• May be required to participate on the board of directors of strategic broker investments.

We are looking for someone with:

• Strong business acumen and critical thinking skills

• Strong written and verbal communication skills; Poise

• Strong sense of accountability and entrepreneurship

• Our values and success factors

Qualifications:

• Post secondary education: Finance, MBA or equivalent

• Designation: CPA (CA, CMA, CGA), CFA

• Solid financial modeling skills (Microsoft Excel)

• Prior experience in mergers and acquisitions, financing, business valuations

• Strong financial analysis skills combined with general knowledge in accounting concepts and principles (taxation knowledge is a bonus)

• Bilingual (French and English) Need to interact on a regular basis with an English-speaking clientele and 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.

Click here to review other important information about the hiring process, including background checks, internal candidates, and eligibility to work in Canada.

If you are an employee of Intact or belairdirect, please apply for this role on Contact People.