Legal Counsel, Individual Wealth
Canada Life View all jobs
- Toronto, ON
- $120,800-170,800 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 and negotiate material contracts and 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
- 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 3 years 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, and general securities / corporate law.
- knowledge of segregated funds is considered an asset
- Independent Review Committee 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 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.