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CI Financial Corp Winnipeg, Manitoba, Canada
Oct 21, 2019
Full time
ABOUT US Assante Private Client, a division of CI Private Counsel LP, is a wealth management firm serving high net worth individuals, families and business owners across Canada. Assante Private Client provides investors with a complete approach to financial advice that incorporates all aspects of wealth management - tax and estate planning, risk management and investment management. For more information, please visit www.assante.com. POSITION: Wealth Planning Consultant (Estate Planning Lawyer) LOCATION: Winnipeg, MB (R3C 4T3) STATUS: Full-time JOB OVERVIEW We are currently recruiting for an experienced lawyer with in-depth estate planning knowledge for the position of Wealth Planning Consultant (Estate Planning). Based in Winnipeg, the successful candidate will be responsible for providing advice and strategies to existing clients of our financial advisors, primarily through the preparation of technical written client reports. Many of our clients are business owners and high net worth individuals. Our niche is in the provision of comprehensive wealth planning services. We go far beyond investments and include sophisticated tax and estate planning in our suite of services. WHAT YOU WILL DO Prepare comprehensive estate planning reports for clients Respond to estate planning inquiries from Assante financial advisors and corporate personnel Communicate with clients' professional legal advisors to discuss issues and recommendations Prepare client newsletter articles on estate planning topics Train and educate corporate staff and financial advisors on estate planning matters Maintain complete confidentiality relating to all client matters Maintain professional standards and designations through continuing education and professional development Work with colleagues within the company and the company's clients in a professional manner, displaying the utmost respect for fellow workers and clients WHAT YOU WILL BRING A professional legal designation and active membership in a Canadian law society 4+ years of professional experience specializing in estate planning (practitioners with more years of experience are welcome to apply) Strong analytical skills and technical knowledge Excellent communication skills with an emphasis on writing High degree of accuracy and attention to detail and strong organizational skillsAbility to work independently and as part of a multi-disciplinary team Ability to work effectively and efficiently in a fast paced environment Excellent computer skills, including Microsoft Word, Excel, PowerPoint, and legal research WHAT YOU CAN EXPECT FROM US Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through: Recognition & Compensation Training & Development Health & Well-being Communication & Feedback If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking " Apply ". Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at accessible.recruitment@ci.com, or call 416-681-4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.  
Norton Rose Fulbright Calgary, Alberta, Canada
Oct 21, 2019
Full time
The Team Norton Rose Fulbright Canada is currently seeking a permanent full-time Legal Assistant role for our Resource Team. This role will provide support to all departments within the firm. The Resource Team is comprised of legal assistants with experience in all areas of law who have chosen to dedicate their skills to providing absence relief for other assistants. Assistants are expected to maintain familiarity with all technology and policy updates. The Role Prepare correspondence and legal documents from precedents, handwritten notes and dictation Prioritize workflow to ensure completion of accurate work within established deadlines Maintain files, including daily filing, file organization, opening and closing files Schedule appointments and boardroom bookings Handle telephone calls and correspondence Time entry and bill preparation Scheduling travel Other administrative duties as required Skills and Experience Required: Legal Assistant Diploma from an accredited institution 6 to 9 years of experience as a legal assistant Litigation experience considered an asset Advanced technical skills, particularly with Microsoft Office Suite (Word, Excel, etc.) Exceptional communication skills Ability to work both independently and in a team atmosphere Exceptional attention to detail Ability to handle multiple competing and urgent deadlines Excellent organizational and problem solving skills Highly motivated and personable Norton Rose Fulbright Norton Rose Fulbright is a global legal firm. We provide the world’s pre-eminent corporations and financial institutions with a full business law service. We have more than 3800 lawyers and other legal staff based in more than 50 cities across Europe, the United States, Canada, Latin America, Asia, Australia, Africa, the Middle East and Central Asia. Recognized for our industry focus, we are strong across all the key industry sectors: financial institutions; energy; infrastructure, mining and commodities; transport; technology and innovation; and life sciences and healthcare. Wherever we are, we operate in accordance with our global business principles of quality, unity and integrity. We aim to provide the highest possible standard of legal service in each of our offices and to maintain that level of quality at every point of contact. Norton Rose Fulbright US LLP, Norton Rose Fulbright LLP, Norton Rose Fulbright Australia, Norton Rose Fulbright Canada LLP and Norton Rose Fulbright South Africa Inc are separate legal entities and all of them are members of Norton Rose Fulbright Verein, a Swiss verein. Norton Rose Fulbright Verein helps coordinate the activities of the members but does not itself provide legal services to clients. Diversity and Inclusion Diversity is an important firm value. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants, employees and partners will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion or belief. To apply, please visit the Careers page of our website at www.nortonrosefulbright.com. We thank all candidates for their application, but will be contacting only those whom we select to invite for an interview.
Osler, Hoskin & Harcourt LLP Toronto, Ontario, Canada
Oct 21, 2019
Full time
Description Do you want to work in an engaging and innovative work environment? Do you want to grow your career at a top tier law firm working with a dynamic and fast-paced team? Then look no further! Osler is currently recruiting for a Litigation Support Project Manager to join our Osler Works Disputes team. The successful candidate will manage all aspects of a project from initial planning through to final production and will assist with managing teams helping to prepare for discoveries, motions and trial.  This position is responsible for high level management, delegation, and execution of day to day e-discovery project tasks. The role involves concurrently managing multiple projects of varying complexity while collaborating with clients, lawyers, case managers, the e-Discovery technical team, the proposals team and other members of the client legal team to ensure the successful completion of e-discovery and other litigation matters. Major Responsibilities and Duties: Consults with clients and legal teams regarding e-discovery techniques and technologies Develops project plans and budgets in conjunction with legal teams to efficiently and effectively manage progress of the discovery phase of cases Manages case-based teams including lawyers, staff lawyers, case managers and the e-discovery technical team to facilitate collaborative e-discovery efforts Manages legal hold notices and/or provides advice to clients and the legal team regarding preservation and production obligations Ensures all projects have required documentation before commencement Prepares and advises on Discovery Plans Oversees collection processes where required Monitors and tracks the status of all projects including those sent off-site, and provides regular project status reports to the team and the client Manages risk and reports potential risks to the team and the client Conducts various quality control steps, as necessary, during the e-discovery lifecycle Tracks progress internally to ensure timelines and budget management are satisfied Works with the e-discovery team and IT staff to maintain and improve high availability of and disaster recovery strategies for database environments, including backup, restore, replication and fail-over methods where appropriate Prepares and reviews activity, progress and performance reports of firm and hosted databases to ensure accurate, appropriate and effective use of data, including database definition, structure, documentation, long-range requirements, operational guidelines and eliminating data redundancy Communicates with e-discovery team as appropriate in order to ensure database integrity, security and availability Acts as liaison between the client, lawyers and review team to create a line of communication in order to facilitate any and all needs for each project Liaise with case managers to support end-users Assists with litigation RFPs and pitches Assists with project management on larger litigation files Analyzes processes to propose changes or additions to project procedures Position Requirements Education and Skills Required: J.D. or equivalent required with membership in good standing with the Law Society (including recent graduates with bar admission) Minimum 5 years of project management or case management experience within the legal/e-discovery industry PMP designation considered an asset Advanced knowledge of litigation support software (e.g. Relativity, Summation, Concordance) Knowledge of advanced e-discovery analytics tools Must have a deep understanding of e-discovery and the litigation support industry Well-developed analytical, interpretive, innovative and problem-solving skills Exceptional managerial and leadership skills with the ability to motivate and lead a team Exceptional oral and written communication and interpersonal skills Superior project and time management skills with the ability to multi-task to meet deadlines Available to work overtime, including evenings and weekends as needed. Bilingual in French and English considered an asset How To Apply We thank all applicants for their interest in Osler; however, only chosen applicants will be contacted. Osler is committed to fostering a diverse and inclusive work environment, and we welcome and encourage applications from people with disabilities and people with diverse backgrounds, identities, and cultures. For candidates with disabilities, accommodations are available upon request in all phases of the selection process.   Any offer of employment will be conditional upon background and reference checks, including a criminal record check, credit check, and employment and educational verifications.   If you have the required background with the ability to provide exceptional customer service and wish to work in one of Canada’s leading law firms, please apply in confidence with a cover letter and résumé by the closing date.
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