Select Open Positions

DIRECTOR, HR PROGRAMS
Report to the SVP, Human Resources
One of Canada’s largest and most high profile pension funds has recently created a new position on their HR team focused on developing and implementing a broad range of strategic HR programs. Reporting to the Senior Vice President of Human Resources, you will lead programs and projects in the areas of Leadership Development, Recruitment and Selection, Performance Management, Employee Engagement and Recognition. With a number of progressive HR programs currently in place, this organization’s goal is to be solidly positioned as an “Employer of Choice”. You are the ideal candidate if you possess at least 10 years of broad HR experience working in the areas of Leadership and Organizational Development. We are seeking an ambitious and progressive individual who understands current and emerging HR issues. You must be credible and capable of influencing senior executive “buy in” and are a leader who operates with a high bar on your own performance. Collaborative, focused and strategic characterize who you are. This is the first time that this organization has dedicated someone to this function. Come in and shape it…build it and create a success story. To learn more, please respond in confidence to info@cbxsearch.com, quoting project #41023.

DIRECTOR, LABOUR RELATIONS
You have taken the lead in collective bargaining and understand the dynamics of the interest arbitration hospital environment. A seasoned labour relations professional, you are acknowledged as having a progressive and collaborative labour relations style. You have a history of developing strong professional working relationships with your union counterparts. A strong leader, coach and mentor, your management colleagues value your creative problem solving skills and sage advice. Our client, Ontario’s largest multi-site hospital amalgamation is looking for an accomplished labour relation professional to lead their labour relations team. Reporting to the Vice President, Human Resources you will act as the corporate catalyst to create and maintain an open and collaborative labour relations environment. If you are interested in taking a lead role in helping a multi-site hospital corporation shape its labour relation climate and through your efforts foster an environment of great staff morale and great patient care, please respond in confidence to info@cbxsearch.com, quoting project #41005.

RISK MANAGEMENT ACTUARY
Founded in 2002, our client is a privately held corporation providing advanced risk management solutions to financial institutions, globally. Recognized internationally for its Asset Liability Management (ALM) expertise, the company has developed a highly specialized niche in the area of ALM for insurance companies and pension funds, establishing itself as a global industry thought-leader in ALM. The company operates four distinct businesses: Asset Management; Risk Management Consulting; ALM Software; and, Executive Training. In response to increased business demands, the organization has recognized the need to add to its intellectual capital base by hiring another key actuarial position. Based at the headquarters in Toronto, this new position will likely undertake leading-edge quantitative analysis and financial modeling, executing ALM strategies, portfolio optimization and trade recommendation, while performing sophisticated risk quantification for risk management consulting assignments. Depending on the personality make-up of the hired candidate, this actuary could also play a high profile role in marketing meetings and client relationship management/development, while supporting the successful delivery and enhancement of best-in-class risk training programs. We seek a FSA with five-to-seven years of interesting and appropriate business experiences (US experience an asset). Ideally, the selected candidate would hold the CERA and CFA designations, but this is not a pre-requisite. The preferred technical background will lean towards ALM/ERM, executing hedging strategies, analyzing, reporting and managing risk for insurance or retirement plans. Alternatively, the client will look at new actuaries with background/interest in less traditional areas (i.e. investment banking, fixed income/equity investment management or derivative modeling, stochastic modeling of interest rates, risk quantification, life insurance or retirement plan product design and costing, etc.) and a passion for harnessing/development your risk management potential. Start the ball rolling to become a risk management star by joining a new organization lacking bureaucracy and rocketing with growth. Interested candidates can reply in confidence to info@cbxsearch.com, quoting project #41019.

MANAGING DIRECTOR & HEAD, INVESTMENT MANAGEMENT DISTRIBUTION
A major financial institution is set to aggressively grow its wealth management offering and requires a new managing director to oversee all strategic initiatives within its discretionary investment management unit. With responsibility for over 135 staff (13 offices, nationally) this individual will guide the profitable growth of the private client business, which targets the high net worth segment. This is a very senior, complex and multi-dimensional mandate, touching on sales management, customer service, human resources, operations, technology, compliance and investment philosophy. As the de-facto general manager of this strategic business unit, this managing director will “own” this business and will have considerable latitude in re-positioning the assets under management for long-term sustainable growth. He/she will be expected to partner at a very high level with other wealth management business unit primes in supporting/evolving this company’s integrated delivery model. We seek 10+ years’ experience in financial services, including wealth management (generally) or investment counseling (specifically) exposure. Ideally, the selected candidate will have broad experience that has included project management, process re-engineering, change initiatives and especially strategic business planning. Management and motivational skills must be a core competency. Experience working in complex, matrix-management focused environments is very beneficial. Interested candidates can reply in confidence to info@cbxsearch.com, quoting project #41014.

LEAD PRODUCT ACTUARY, DISTRIBUTION
Our client is a well respected Canadian Life Insurance Company that is based in Toronto, Ontario. Recently as a result of a new strategy that involves an aggressive product development mandate, the decision was made to launch a search for a Lead Product Actuary (U.S. Products). The overall mandate for the Lead Product Actuary will be to develop innovative product solutions in support of the organization’s strategy to excel at product development and marketing. This includes providing design feedback to Marketing, leading all activities that involve the setting of prices and values and supporting implementation and regulatory compliance activities. Our ideal candidate is a qualified FSA or perhaps an individual who is at the latter stage of writing his/her exams. Knowledge of financial products including life insurance, annuities and segregated funds as well as health for both the Canadian and U.S. markets would be advantageous as would experience in the pricing and design of these products. Other key qualifications include a good understanding of the regulatory and compliance issues for financial products, including illustration issues for both Canada and the U.S. As well as knowledge and understanding of policyholder taxation issues as they pertain to and impact life, health and annuity products. We are seeking a strong communicator who is able to effectively interface with key distribution partners and who is capable of successfully communicating complex actuarial concepts to a broad and diverse audience that includes non-technical individuals. As well, he/she must be able to seek a balance of leading edge innovation, product strategy and cost effective implementation techniques. Continuously seeks ways to improve processes, to reduce cost or increase speed to market. Qualified candidates can reply in confidence to info@cbxsearch.com, quoting project #3955.

MANAGING DIRECTOR, NATIONAL SALES
A large financial institution requires a seasoned business development executive to lead the aggressive expansion of its mutual fund offering. This newly-created role will oversee 35 staff (4 direct) and have overall responsibility for driving proprietary mutual fund sales through all distribution platforms (internal channels and externally through new broker/dealer channels). This sales prime reports to a senior vice president and will lead a performance-focused team of wholesalers and sales support personnel, with the primary objective of identifying and developing new business opportunities and expanding distribution reach. We are seeking a minimum of ten years’ sales experience in the mutual fund or investment management industries, and proven track record leading/mentoring sales teams. He/she will likely be at the district/regional sales manager level now, or have national sales responsibility for an up-and-coming mutual fund player. Key will be the ability to forge new distribution alliances utilizing well-developed “head office attack” strategies. The client is hoping to make a splash with a high profile hire and the expectations are considerable. If you are interested in being a star performer within a highly respected organization hungry for sales leadership, please respond in confidence to info@cbxsearch.com, quoting project #3995.

PARTNERSHIP POTENTIAL / AUDIT & ADVISORY
You are an experienced CA with partnership aspirations. Offering a unique opportunity to work on diverse and broad client work our client has a need for an experienced senior level manager. The work is complex due to the diversity of clients. The ideal candidate is a strong communicator, has excellent interpersonal skills, is known for his/her technical depth, and takes initiative. If you want to invest in your career, have work/life balance, be well compensated, be in a firm that is successful, busy and has experienced human resources, IT, professional development, and professional practice resources this is the firm to consider. Interested candidates can reply in confidence to kerri@cbxsearch.com

ACQUISITION
Our client is a highly respected, mid-sized Toronto based accounting firm. The firm has achieved an enviable history of consistently increasing profitability over decades, growth in the number of partners and professional staff, and is well diversified in both clients and service offerings (which include a strong tax practice.). The firm benefits from a professional practice team and full-time IT and human resources professionals. This structure enables the firm to attract and retain top talent in a very competitive marketplace and to support a growing client base. The partners of the firm have set a strategic plan to merge with another firm... sharing strengths, mitigating weaknesses… realizing a future where the new firm is greater than the sum of its parts… Interested candidates are asked to submit a resume, in confidence to info@cbxsearch.com, quoting project # 3905.

EXECUTIVE SEARCH CONSULTANT
Carmichael Birrell & Co. Inc. has recently seen its practice grow dramatically and this trend is expected to continue. We believe our process-driven search methodology supported by comprehensive internal research capabilities and a commitment to detailed documented results drives our success. Although we are a well-established firm (in our 19th year of operation), we remain dynamic in spirit, taking our work but never ourselves, seriously. Professionalism, ethics, diligence, thoroughness and the ability to influence distinguish our executive search practitioners. We ask a lot of our consultants, from business development to search execution … and our clients expect a lot. You will be fully empowered to develop your own clientele and as such, self-motivation and an entrepreneurial flair are paramount. Highly intuitive with well-developed written and verbal communication skills, you have a natural ability to sell conceptually. The preferred candidate will have proven project management skills and ideally a background that could include executive search, sales in a competitive service industry, or human resource consulting. The ability to develop new business and maintain a high customer-service standard will be key to your success. If you are anxious to fully explore your own potential and are attracted by performance-driven compensation, this career opportunity will excite you. (To learn more, call 905-470-8654 and ask for Colin Carmichael (ext. 223) or David Birrell (ext. 225))