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Director, Member Advisory Services

About the Chartered Professional Accountants of Ontario

We protect the public. We advance our profession. We guide our CPAs. We ensure that our 90,000 members and 21,000 students meet the highest standards of integrity and expertise. We help them stay ahead of global market trends and abreast of regulatory change. CPAs represent a globally recognized, premium designation. Our Chartered Professional Accountants are valued by organizations in all industries for their financial expertise, strategic thinking, management skills and leadership. cpaontario.ca.

Position Description:

CPA Ontario is currently in search of a Director, Member Advisory Services to develop, oversee, and maintain the provision of advisory services to members and firms of CPA Ontario. The overall objective of the Member Advisory Services team is to provide a value-added service that assists members to maintain quality professional standards and an unblemished reputation, and protect the public’s interest. The scope of matters covered includes primarily: Canadian accounting and assurance standards (CPA Canada Handbooks); CPA Ontario regulatory requirements and ethical standards; and concerns specific to members currently in public practice or contemplating providing services to the public. Services mainly include the provision of guidance in a counselling capacity regarding individual situations, as well as the creation of resources and guidance materials for general distribution.

Major Responsibilities:

  • Manage the Member Advisory Services team consisting of 5 Advisors (CPAs) and oversee the provision of services by the Advisors
  • Oversee interpretations of standards-based and regulatory matters, and prepare positions and communicate them to various internal and external stakeholders
  • Keep abreast of developments of the profession and their impact on members and firms; conduct research on these matters and provide feedback as required 
  • Develop measures to track performance of the department and provide reporting metrics (e.g. financial results; monthly call statistics; guidance developed, etc.)
  • Build and enhance member connectivity through outreach on advisory matters, such as developing, maintaining or updating articles or other forms of guidance on common issues; conducting surveys; making presentations; or holding consultations
  • Liaise with other departments to identify issues and opportunities for member outreach, gather feedback, and provide advisory support
  • Oversee CPA Ontario’s Small Practice Advisory Committee 
  • Develop and maintain strong rapport with counterparts in other provincial bodies, CPA Canada, and Financial Reporting & Assurance Standards Canada
  • Represent CPA Ontario on various CPA Canada or Council of Chief Executive (CCE) committees, such as Member Advisory Services Group (MAS), which reports to the CCE and Unified Rules Standing Committee, which reports to the Public Trust Committee 
  • Oversee and participate in the development of changes to the CPA Code of Professional Conduct
  • Oversee and monitor current and possible matters where custodial action has been or could be required; liaising with the Offices of the Registrar and of the General Counsel; supervise distribution of records where CPA Ontario has been appointed custodian
  • Handle non-routine enquiries from members and the public as appropriate

Qualification Requirements:

  • A CPA member in good standing with a minimum of 10+ years of post-qualification experience, including at a senior management level and supervisory experience is required
  • Strong communication (verbal and written), presentation, customer service, relationship building and interpersonal skills are required, including the ability to communicate effectively and professionally
  • Strong working knowledge of CPA Ontario’s regulatory requirements (bylaws, regulations, and CPA Code of Professional Conduct); Canadian accounting and assurance standards; and public practice environment
  • Previous experience working in a fast-paced, high volume, deadline-oriented environment with multiple priorities is required
  • A proactive, self-starter with positive energy and drive for continuous improvement
  • Ability to manage cross-departmental projects and successfully collaborate with other teams
  • Proficiency in Microsoft Office 

We thank all candidates for their interest, however, only those being considered for further screening or an interview will be contacted.

CPA Ontario is an inclusive employer. Accommodation is available under the Ontario Human Rights Code. 

If you require a disability-related accommodation in order to participate in the recruitment process, please email accessibility@cpaontario.ca with “Accommodation Required” in the subject line to provide your contact information. Recruitment Services staff will contact you within 48 hours. 

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