Legal Counsel, Investment Solutions

  • Sun Life Financial
  • Waterloo, Ontario, Canada
  • Feb 29, 2020
Full time Lawyer (In House Counsel)

Job Description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.



Job Description:

We are looking for a counsel level lawyer with business acumen and a relentless focus on the client experience to join the dynamic legal team that supports Sun Life’s Investment Solutions business.  Investment Solutions manufactures leading edge wealth management products including segregated funds, annuities, and mutual funds.  This is an agile role based in either our Waterloo or Toronto office.


The successful candidate will be resilient, adaptable, highly motivated and self-confident. They will be required to provide proactive, timely and strategic legal support to senior business leaders and their teams, as well as related support areas such as Operations, Risk, Compliance and IT on a broad range of matters associated with our insurance-based wealth solutions.  This will involve advising on product development and administration, reviewing product and marketing materials, and drafting agreements. The successful candidate will also advise on applicable laws, policies and procedures, and regulatory obligations, and keep abreast of legal and regulatory developments and changes.

The successful candidate will:

  • be a member in good standing with the Law Society of Ontario with a minimum of 3 years of experience at a law firm or in-house legal team
  • have previous legal experience in the financial services industry (preferably within insurance and/or wealth businesses)
  • be enthusiastic about leveraging data and technology to provide legal solutions to our business partners and inform business strategy
  • be familiar with relevant industry and regulatory trends
  • be able to distill complex problems and apply analytical and creative thinking to provide innovative solutions and manage risk
  • be skilled at simplifying complex legal concepts and writing and speaking clearly
  • be able to take a risk-based approach to the prioritization of work; and
  • be able to build relationships across multiple areas of the business




The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 


Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.


Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to


We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.


Salary Range:

102,500/102 500 - 169,200/169 200


Job Category:



Posting End Date:


Practice Area(s)

investment law