Director, Policyholder Taxation and Pension

About the CLHIA

CLHIA is the respected voice of Canada's Life and Health insurers. Our work concerns the lives of all Canadians. We work alongside our members to advance public policy solutions that ensure a sound and vibrant life and health insurance industry that allows Canadians to enjoy greater financial security and access to valuable supplementary health benefits. Every day at the CLHIA, we bring:

our authentic selves to the job our best ideas to every challenge our open minds to other perspectives our full trust in one another’s abilities our commitment to exemplify respect, accountability, teamwork, and excellence in how we work together; and our genuine enthusiasm for a job well done – whether it’s your own achievement or someone else’s. We are a stable and secure association that has been busier than ever. We are a small close-knit team that works together to make sure the association runs smoothly. This position is currently a hybrid position where you are expected to attend the Toronto office at least 2 days a week.

The Right Fit

We believe the kind of person you are matters. We have a culture of respect and caring, and we want employees who will thrive in our environment. When we hire, we consider your potential and how you may fit with our team.

You will succeed here if you are:

• An excellent communicator – you will be collaborating with not only our internal team but with stakeholders and member companies. Your ability to communicate clearly and with several different parties will support your success.
• Independent – you are self-motivated and manage your time well. You are able to organize your day to meet often conflicting priorities and deadlines.
• Flexible – this is a position where you will have to approach an issue through different angles and the ability to analyze a situation or problem.
• A Team player - you work well and efficiently with others.

The Position:

Reporting to the Vice President, Taxation, Pension and Reporting, the Director, Policyholder Taxation and Pension, contributes to serving the life and health insurance industry's collective interests to optimize the policy, legislative and regulatory environment and to minimize the compliance burden on the industry related to policyholder taxation and pension. 

The position package includes:

• Prescription, dental and paramedical benefits, with employer paid premiums A defined contribution pension plan with employer matching We also offer a competitive compensation package 4 weeks paid vacation 10 sick days 2 floater days Hybrid work model based out of our Toronto office

What you will be working on:

1. Department and Policy/Operational Management:

• Participate in strategy development on policy options and tactics to assist the industry to build consensus on policy positions and strategies to attain desired legislative and regulatory outcomes.  Develop communications as applicable to the role. Develop and maintain a thorough knowledge of the role’s portfolio including key issues of interest, concern and overall environment affecting the industry relating to the role and broader context. Proactively keep the VP informed of department/industry issues and emerging developments and make recommendations on opportunities to improve and streamline services provided to members considering opportunities/risks/costs etc. Liaise with CLHIA colleagues to share information and integrate with other departments. Contribute to a favourable legislative and regulatory environment by preparing or contributing to industry submissions, policy options and strategies and tactics or other briefing materials to assist the industry to build consensus on policy and advance industry policy positions.

2. Stakeholder Relationships:

• Identify, build and maintain effective relationships and communication with CLHIA staff, member companies and external stakeholders to achieve operational goals. Lead and manage the CLHIA committees and working groups related to the department and work closely with members and/or stakeholders to build consensus on industry policy positions. Public speaking and speaking with the media may be required, in consultation with the Vice President Government Relations, to ensure industry’s policy positions are advanced.

3. Industry Leadership:

• Develop, update, gain consensus on, and maintain industry guidelines and reference documents, related to the department, to promote sound and equitable business practices. Contribute to corporate governance such as preparation of briefing materials, member communications and other internal and external initiatives as required.

4. Conferences/Committees:

• Contribute to planning, developing, promoting and implementing a successful division conference(s) that meets the revenue goals.  This includes design of the program, speakers, sponsors and exhibitors. Organize educational sessions for industry participants on new developments and other areas of topical interest.

What you will bring:

• University degree in related field 5-7 years of relevant expertise/experience including: managerial experience, within the life and health insurance/financial services, or public accounting/advisory firms specializing in taxation of high net worth individuals and related products knowledge of pension programs and taxation legislation/regulations knowledge of database applications developing evidence-based public policy/advice and decision making
• CPA, Canadian Institute of Actuaries designation (F.C.I.A.), OR LLB or equivalent
• CFP, CLU, CEBS, FLMI designation
• Strong communication skills (verbal, written, presentation, media) to effectively communicate and build relationships with individuals within and outside the organization.
• Analytical, problem solving, and research skills needed to analyze issues, develop options and recommendations
• Bilingual (English, French) language skills are an asset but not required

How to apply:

Please submit your resume to clhiacareers@clhia.ca

The CLHIA is committed to ensuring fair and inclusive employment practices. On request, we provide accommodation for applicants with disabilities in accordance with the requirements of the Accessibility for Ontarians with Disabilities Act, 2005. If you require accommodation, please advise us. We thank all applicants for their interest. However, only those applicants selected for an interview will be contacted.