As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.
The role will require travel within Greater Toronto Area.
What will you do?
Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the session
Participate with advisors in client / prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial Group.
Stay current relative to pertinent legislation, policy and risk management issues.
Proactively identify new business and referral opportunities for RBC Financial Group where appropriate.
Foster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounter.
Maintain and report an accurate and complete record of activities and results.
Work with advisors in identifying appropriate opportunities
Follow through and co-ordinate any actions that come out of the interview process (i.e. various internal and external consultants.)
Stay current on the business unit's strategy and client offerings
What do you need to succeed?
Must have:
Canadian Law Degree and called to the bar in at least one Canadian province or territory.
A minimum of 5 years’ experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunities.
Good knowledge of various insurance products as estate planning tools.
Advanced knowledge of common law related to wills, estates and trusts
Excellent written, verbal and electronic communication skills.
Fluent in Mandarin and/or Cantonese
Valid driver’s license
Nice to have:
Estate and Trust experience
Knowledge of Insurance Planning and Solutions
STEP membership
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Work in a dynamic, collaborative, progressive, and high-performing team
Ability to make a difference and lasting impact
Apr 25, 2024
Full time
As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.
The role will require travel within Greater Toronto Area.
What will you do?
Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the session
Participate with advisors in client / prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial Group.
Stay current relative to pertinent legislation, policy and risk management issues.
Proactively identify new business and referral opportunities for RBC Financial Group where appropriate.
Foster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounter.
Maintain and report an accurate and complete record of activities and results.
Work with advisors in identifying appropriate opportunities
Follow through and co-ordinate any actions that come out of the interview process (i.e. various internal and external consultants.)
Stay current on the business unit's strategy and client offerings
What do you need to succeed?
Must have:
Canadian Law Degree and called to the bar in at least one Canadian province or territory.
A minimum of 5 years’ experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunities.
Good knowledge of various insurance products as estate planning tools.
Advanced knowledge of common law related to wills, estates and trusts
Excellent written, verbal and electronic communication skills.
Fluent in Mandarin and/or Cantonese
Valid driver’s license
Nice to have:
Estate and Trust experience
Knowledge of Insurance Planning and Solutions
STEP membership
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Work in a dynamic, collaborative, progressive, and high-performing team
Ability to make a difference and lasting impact
McInnes Cooper
Charlottetown, Prince Edward Island, Canada
Do you enjoy working in a team environment? Are you an experienced administrative professional looking for a new and exciting opportunity? Do you excel in providing exceptional client service while working in a fast-paced, innovative, and collaborative environment in which you learn every day? McInnes Cooper is seeking a motivated and proactive Legal Assistant to join our Legal Support Services team in our Charlottetown office for a fourteen (14) month term position. The incumbent will provide high-quality administrative support within our practice groups; working to ensure all clients receive the highest level of service. As a Legal Assistant, you will be responsible for: Working in a team environment assisting in the daily functions of our practice groups; Ensuring our lawyers' practices are organized efficiently, and that clients' expectations are consistently exceeded; Being creative, sharing ideas, learning from others, and sharing your skills and knowledge; and, Challenging yourself and your team every day and having fun while doing so! The successful candidate will possess the following skill set: The ideal candidate will have a Legal Administration or Paralegal diploma or other related education; Minimum three (3) years experience in an administrative role; experience working in Real Property, Corporate Financing, and Wills & Estates law would be considered as an asset; Exceptional technology skills, with proficiency in all aspects of Microsoft Office and a genuine interest in keeping up to date with the newest technology; Excel in a demanding, high-paced team environment, be highly detail-oriented, and flexible to changing priorities; Exceptional communication skills, a special focus on client service, and the highest degree of professionalism; and, A positive attitude and enjoy working in a collaborative team environment. Our team members have access to: Defined-benefit pension plan; Firm-paid health and dental benefits; Health spending account; Personal (wellness) spending account; Time for you: Including vacation, personal, and sick days. Balancing life: Work from home / Flex work options available for many team members. Our Team - we can't say enough about our people! You will be part of a collaborative, collegial, respectful, and caring team; and, Have the opportunity to participate in various teams including Collective Social Responsibility, Wellness, Diversity, Equity & Inclusion, Special Events and so many more! McInnes Cooper is committed to building an environment that is diverse and inclusive, representative of the communities in which we serve. We welcome and encourage applications from persons who identify as racially visible, Indigenous, persons with disabilities, women in underrepresented roles, and members of the 2SLGBTQIA+ community. Applicants from these equity groups may self-identify through our online application process. As part of the recruitment process, MC will provide accommodation(s) to candidates with disabilities. If you require an accommodation(s) to participate in the recruitment process with us, please contact Alana Burgess at [email protected] or 902.455.8260. We're looking for Core Skills Ability to work in a fast paced environment Adaptable and Flexible Client-focused Organized self-starter Positive Can-do Attitude Strong interpersonal and communication skills A little bit about us McInnes Cooper About MC McInnes Cooper is among the 25 largest law firms in Canada and a member of Lex Mundi, the world's leading network of independent law firms. Providing strategic counsel to industry-leading clients from Canada and abroad, the firm continues to thrive through its relentless focus on client success, talent engagement and innovation. With an integrated team of 220 lawyers and over 250 professional resources across seven offices in Charlottetown, Fredericton, Halifax, Moncton, Saint John, St. John's and Sydney, McInnes Cooper is positioned - both in size and experience - to offer clients a full range of legal services. Our People At McInnes Cooper you will find a team that values you. We recognize that our members are key in delivering outstanding client service and we provide a collaborative, professional environment with a member focused culture. We are committed to creating an inclusive work environment that values, respects and supports different perspectives, cultures and experiences. Diversity & Inclusion We recognize that our individual differences make us a stronger, more adaptable law firm. We embrace these differences and give all of our members the opportunity to develop their unique skills and talents. Collective Social Responsibility We are recognized as a leader and innovator amongst Canadian law firms in the field of Collective Social Responsibility. Our people are concerned citizens who enjoy giving back. Together, we focus on developing ongoing partnerships with community organizations that do amazing work, often despite limited resources and public awareness. As a firm, we have the ability to respond with contributions of time and monetary support, and our people give generously of their skills and effort. Pro Bono Legal Services Through our Pro Bono Program, we provide legal counsel to disadvantaged people and organizations that have difficulty gaining access to justice on matters of public interest. Environmental Stewardship Like any large organization, our operations leave a footprint on the environment. From paper use and waste production to transportation and energy consumption, we continually look for opportunities to minimize that impact.
Apr 19, 2024
Full time
Do you enjoy working in a team environment? Are you an experienced administrative professional looking for a new and exciting opportunity? Do you excel in providing exceptional client service while working in a fast-paced, innovative, and collaborative environment in which you learn every day? McInnes Cooper is seeking a motivated and proactive Legal Assistant to join our Legal Support Services team in our Charlottetown office for a fourteen (14) month term position. The incumbent will provide high-quality administrative support within our practice groups; working to ensure all clients receive the highest level of service. As a Legal Assistant, you will be responsible for: Working in a team environment assisting in the daily functions of our practice groups; Ensuring our lawyers' practices are organized efficiently, and that clients' expectations are consistently exceeded; Being creative, sharing ideas, learning from others, and sharing your skills and knowledge; and, Challenging yourself and your team every day and having fun while doing so! The successful candidate will possess the following skill set: The ideal candidate will have a Legal Administration or Paralegal diploma or other related education; Minimum three (3) years experience in an administrative role; experience working in Real Property, Corporate Financing, and Wills & Estates law would be considered as an asset; Exceptional technology skills, with proficiency in all aspects of Microsoft Office and a genuine interest in keeping up to date with the newest technology; Excel in a demanding, high-paced team environment, be highly detail-oriented, and flexible to changing priorities; Exceptional communication skills, a special focus on client service, and the highest degree of professionalism; and, A positive attitude and enjoy working in a collaborative team environment. Our team members have access to: Defined-benefit pension plan; Firm-paid health and dental benefits; Health spending account; Personal (wellness) spending account; Time for you: Including vacation, personal, and sick days. Balancing life: Work from home / Flex work options available for many team members. Our Team - we can't say enough about our people! You will be part of a collaborative, collegial, respectful, and caring team; and, Have the opportunity to participate in various teams including Collective Social Responsibility, Wellness, Diversity, Equity & Inclusion, Special Events and so many more! McInnes Cooper is committed to building an environment that is diverse and inclusive, representative of the communities in which we serve. We welcome and encourage applications from persons who identify as racially visible, Indigenous, persons with disabilities, women in underrepresented roles, and members of the 2SLGBTQIA+ community. Applicants from these equity groups may self-identify through our online application process. As part of the recruitment process, MC will provide accommodation(s) to candidates with disabilities. If you require an accommodation(s) to participate in the recruitment process with us, please contact Alana Burgess at [email protected] or 902.455.8260. We're looking for Core Skills Ability to work in a fast paced environment Adaptable and Flexible Client-focused Organized self-starter Positive Can-do Attitude Strong interpersonal and communication skills A little bit about us McInnes Cooper About MC McInnes Cooper is among the 25 largest law firms in Canada and a member of Lex Mundi, the world's leading network of independent law firms. Providing strategic counsel to industry-leading clients from Canada and abroad, the firm continues to thrive through its relentless focus on client success, talent engagement and innovation. With an integrated team of 220 lawyers and over 250 professional resources across seven offices in Charlottetown, Fredericton, Halifax, Moncton, Saint John, St. John's and Sydney, McInnes Cooper is positioned - both in size and experience - to offer clients a full range of legal services. Our People At McInnes Cooper you will find a team that values you. We recognize that our members are key in delivering outstanding client service and we provide a collaborative, professional environment with a member focused culture. We are committed to creating an inclusive work environment that values, respects and supports different perspectives, cultures and experiences. Diversity & Inclusion We recognize that our individual differences make us a stronger, more adaptable law firm. We embrace these differences and give all of our members the opportunity to develop their unique skills and talents. Collective Social Responsibility We are recognized as a leader and innovator amongst Canadian law firms in the field of Collective Social Responsibility. Our people are concerned citizens who enjoy giving back. Together, we focus on developing ongoing partnerships with community organizations that do amazing work, often despite limited resources and public awareness. As a firm, we have the ability to respond with contributions of time and monetary support, and our people give generously of their skills and effort. Pro Bono Legal Services Through our Pro Bono Program, we provide legal counsel to disadvantaged people and organizations that have difficulty gaining access to justice on matters of public interest. Environmental Stewardship Like any large organization, our operations leave a footprint on the environment. From paper use and waste production to transportation and energy consumption, we continually look for opportunities to minimize that impact.
Corporate Legal Assistant CORES Level II - Edmonton
ABOUT OGILVIE LLP
Ogilvie was built in 1920 on a tradition of building relationships and working alongside our clients, and that is still our philosophy a century later. Located in downtown Edmonton, we are leaders in Corporate & Commercial, Real Estate, Litigation, Insolvency, Wills & Estates and Administrative Law.
Ogilvie provides its staff with an opportunity to be challenged and rewarded by working in a dynamic, team-oriented environment alongside some of the top lawyers in Edmonton. Putting our clients first is at the center of all we do at Ogilvie, and our specialized legal teams work side by side with our clients to help them achieve and further their business goals.
Creating successful client relationships is central to our work culture, and we are always looking for talented new people to grow our pool of expertise and provide quality service to our clients. If you think you would be a great addition to our team, we would love to hear from you.
THE OPPORTUNITY
We are currently inviting qualified candidates who are interested in dealing with a variety of corporate matters to join the Corporate team in our Edmonton office. The ideal candidate will have excellent communication skills, well-developed interpersonal skills, a strong work ethic, a willingness to learn, and a positive and professional attitude.
Our positions offer the opportunity to work within a positive work environment, and competitive compensation based on qualifications and experience.
Hours of work are 8:00 AM – 4:00 PM, Monday to Friday.
KEY RESPONSIBILITIES
Filing Alberta and Federal Annual Returns
Familiarity with extra-provincial, NWPTA and MADI-B registrations
Maintaining minute book records
Registering and maintaining limited partnership registrations
Responding to daily inquiries from lawyers, legal assistants and on occasion, clients
Drafting agreements and auxiliary documents, including those relating to incorporations, amendments, dissolutions and various other types of corporate transactions
Conduct due diligence minute book reviews, including recommendations regarding deficiencies
Others duties as assigned
DESIRED SKILL SET
High professionalism and the ability to respect confidentiality
Strong understanding of legal procedures, scheduling and deadlines
Strong organizational skills
Be able to multi-task and prioritize
Interpersonal skills
Reliable and accountable
Has excellent verbal and written communication skills
Must be able to work independently as well as within a team environment
TECHNICAL ASSETS
Must have working knowledge in MS Excel, Word, Outlook, Teams
Experience in a corporate database system (ALF Cloud preferred)
ACUMIN knowledge an asset
Net Documents knowledge an asset
EDUCATION & EXPERIENCE
Must have CORES (Minimum Level 2) Certification
Be a graduate of an accredited legal assistant program
A minimum of 1 year of experience as a Legal Assistant
APPLICATIONS
Interested applicants may apply in confidence by submitting a cover letter and resume to: HR@OgilvieLaw.com. We thank all applicants for their interest in Ogilvie; however, only those candidates selected for an interview will be contacted.
Mar 12, 2024
Full time
Corporate Legal Assistant CORES Level II - Edmonton
ABOUT OGILVIE LLP
Ogilvie was built in 1920 on a tradition of building relationships and working alongside our clients, and that is still our philosophy a century later. Located in downtown Edmonton, we are leaders in Corporate & Commercial, Real Estate, Litigation, Insolvency, Wills & Estates and Administrative Law.
Ogilvie provides its staff with an opportunity to be challenged and rewarded by working in a dynamic, team-oriented environment alongside some of the top lawyers in Edmonton. Putting our clients first is at the center of all we do at Ogilvie, and our specialized legal teams work side by side with our clients to help them achieve and further their business goals.
Creating successful client relationships is central to our work culture, and we are always looking for talented new people to grow our pool of expertise and provide quality service to our clients. If you think you would be a great addition to our team, we would love to hear from you.
THE OPPORTUNITY
We are currently inviting qualified candidates who are interested in dealing with a variety of corporate matters to join the Corporate team in our Edmonton office. The ideal candidate will have excellent communication skills, well-developed interpersonal skills, a strong work ethic, a willingness to learn, and a positive and professional attitude.
Our positions offer the opportunity to work within a positive work environment, and competitive compensation based on qualifications and experience.
Hours of work are 8:00 AM – 4:00 PM, Monday to Friday.
KEY RESPONSIBILITIES
Filing Alberta and Federal Annual Returns
Familiarity with extra-provincial, NWPTA and MADI-B registrations
Maintaining minute book records
Registering and maintaining limited partnership registrations
Responding to daily inquiries from lawyers, legal assistants and on occasion, clients
Drafting agreements and auxiliary documents, including those relating to incorporations, amendments, dissolutions and various other types of corporate transactions
Conduct due diligence minute book reviews, including recommendations regarding deficiencies
Others duties as assigned
DESIRED SKILL SET
High professionalism and the ability to respect confidentiality
Strong understanding of legal procedures, scheduling and deadlines
Strong organizational skills
Be able to multi-task and prioritize
Interpersonal skills
Reliable and accountable
Has excellent verbal and written communication skills
Must be able to work independently as well as within a team environment
TECHNICAL ASSETS
Must have working knowledge in MS Excel, Word, Outlook, Teams
Experience in a corporate database system (ALF Cloud preferred)
ACUMIN knowledge an asset
Net Documents knowledge an asset
EDUCATION & EXPERIENCE
Must have CORES (Minimum Level 2) Certification
Be a graduate of an accredited legal assistant program
A minimum of 1 year of experience as a Legal Assistant
APPLICATIONS
Interested applicants may apply in confidence by submitting a cover letter and resume to: HR@OgilvieLaw.com. We thank all applicants for their interest in Ogilvie; however, only those candidates selected for an interview will be contacted.
Devry Smith Frank LLP is an established, full-service law firm with over 70 lawyers. The firm has a broad-based practice which includes bankruptcy/insolvency, business law, commercial lending, commercial litigation, commercial and residential real estate, condominium law, employment and labour law, family law, immigration law, planning and development law, personal injury, wills and estates, and tax law.
We are seeking a 2023-2024 Articling Student to join our successful and growing team in our Barrie location. A successful candidate will be a self-starter, flexible, have strong interpersonal skills, and have an appetite to gain invaluable hands-on experience.
To apply, please email your resume, cover letter, a copy of your transcripts, writing samples and three reference letters to karen.melo@devrylaw.ca. Please quote “Barrie – Articling Student 2023/2024 ” in the e-mail subject line. We thank all applicants for their interest, however, only those selected for further consideration will be contacted directly. No telephone inquiries.
Devry Smith Frank LLP is an equal opportunity employer and is committed to creating and preserving an accessible, supportive and inclusive environment.
Job Types: Full-time, Fixed term contract Contract length: 10 months
Oct 14, 2023
Full time
Devry Smith Frank LLP is an established, full-service law firm with over 70 lawyers. The firm has a broad-based practice which includes bankruptcy/insolvency, business law, commercial lending, commercial litigation, commercial and residential real estate, condominium law, employment and labour law, family law, immigration law, planning and development law, personal injury, wills and estates, and tax law.
We are seeking a 2023-2024 Articling Student to join our successful and growing team in our Barrie location. A successful candidate will be a self-starter, flexible, have strong interpersonal skills, and have an appetite to gain invaluable hands-on experience.
To apply, please email your resume, cover letter, a copy of your transcripts, writing samples and three reference letters to karen.melo@devrylaw.ca. Please quote “Barrie – Articling Student 2023/2024 ” in the e-mail subject line. We thank all applicants for their interest, however, only those selected for further consideration will be contacted directly. No telephone inquiries.
Devry Smith Frank LLP is an equal opportunity employer and is committed to creating and preserving an accessible, supportive and inclusive environment.
Job Types: Full-time, Fixed term contract Contract length: 10 months