Sr Counsel, Individual Wealth
Canada Life View all jobs
- Toronto, ON
- $163,000-199,000 per year
- Permanent
- Full-time
- Work collaboratively with business and functional partners to provide practical, risk-based legal advice on a wide range of matters impacting our wealth and asset management businesses
- Draft disclosure documents for the initial and continued offering of investment funds
- Draft exemptive relief applications for retail investment products
- Support new product development and existing product reorganizations
- Support institutional investment management activities
- Negotiate contracts (sub-advisor agreements, custodial agreements, trading documentation, service agreements, other corporate contracts)
- Research and advise on legal issues of substantial complexity and advise on regulatory requirements and developments, including securities laws and other applicable Canadian and foreign legislation
- Advise on individual and firm registrant regulation matters
- Advise on segregated fund matters
- Develop legal structures for new and innovative investment products and services
- Review marketing materials
- Law Degree, Member in good standing of a provincial Bar
- Minimum of 7years of relevant legal work experience (law firm, in-house, or securities regulatory body)
- Knowledge and experience with National Instrument 31-103 and National Instruments 81-101 through 81-107, investment funds and other pooled funds, institutional investing, private investments, and general securities / corporate law
- Independent Review Committee and Board experience considered a strong asset
- Self-motivated with the ability to work well independently and as part of a team
- Strong written and verbal communication skills with a practical solution-oriented approach and ability to see the big picture
- Demonstrated superior skill in drafting agreements or public disclosure documents
- Ability to proactively bring projects to completion
- Highly focused with attention to detail
- Proven analytical and problem-solving skills with experience simplifying and resolving complex problems
- Superior organizational and time management skills with experience handling multiple projects at once
- Willingness to learn new topics and work in an evolving business environment
- General investment knowledge and completion of Canadian Securities Course or Canadian Investment Funds Course considered an asset
- Experience relating to portfolio managers / private wealth and segregated funds considered an asset
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.