CI Financial Corp
Winnipeg, Manitoba, Canada
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 firstname.lastname@example.org, 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
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.
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
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.
Toronto, Ontario, Canada
Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.
The Executive Counsel role is a senior lawyer responsible for leveraging in-depth knowledge and expertise of a legal specialty to provide a broad range of cost-effective, high quality legal services while representing Travelers. The Executive Counsel role is considered a company, and or industry expert and handles highly complex matters with significant impact to the business. The Executive Counsel role may manage lawyers and/or support staff in a highly collaborative legal and business environment. The Executive Counsel role is a senior leader on the Travelers Canada Legal and Compliance team.
Toronto - Ontario - Canada
Primary Job Duties & Responsibilities
Advises senior management on alternatives, outcomes and legal actions which have a sizeable impact on company business and future operations. Helps to interpret broad enterprise leadership strategies into actionable projects and tasks. Directs or conducts research of legal principles and precedents within area of specialization or expertise. Proactively identifies and communicates risk to internal and/or external customers and provides recommendations on how to mitigate that risk. Drafts, negotiates and executes highly complex legal documents with a focus on property casualty insurance products Maintains awareness of external judicial climate and legal developments. Builds and maintains strong internal and external client relationships. Acts as a mentor and coach to less senior lawyers , paralegal/staff. Makes effective use of technology and automation in the practice of law. May represent Travelers on trade association committees and/or boards. May prepare or review annual legal fees budget for assigned matters. Review invoices from outside counsel and recommend adjustments. Within authority level, approve invoices. Proactively builds productive working relationships across the Legal services discipline and broader enterprise. If managing others, is able to effectively delegate to, coach & develop and leverage employees' unique talents to enhance organizational effectiveness. Is able to proactively identify and tackle significant problems and develop solutions that will often benefit the broader Travelers organization. Often sought out by leadership to lead projects and tackle challenges that cross lines of business and/or legal services groups. Is widely considered an influential thought leader. Perform other duties as assigned.
Minimum of 10 years of prior legal experience, a significant portion of which is in property casualty insurance. Prior leadership experience.
Education, Work Experience & Knowledge
Property casualty insurance product, coverage and/or insurance business and regulatory experience in the Canadian market. Experience with Federal and Provincial insurance regulatory and business matters.
Weekend work hours - Occasionally Overnight work hours - Occasionally Holiday work hours (Federal and religious) - Occasionally
Operates standard office equipment - Frequently Sitting (Can stand at will) - Frequently Standing - Occasionally Use of Keyboards, Sporadic 10-Key - Frequently
Equal Employment Opportunity Statement
Travelers is an equal opportunity employer. We are committed to providing accommodation to persons with disabilities. If you require accommodation on the clear legal job board during the recruitment or interview process we will work with you to accommodate your needs.
Osler, Hoskin & Harcourt LLP
Toronto, Ontario, Canada
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
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.