The Position:
The Director, Corporate Legal Clerk coordinates all Board of Director and committee meetings, manages the governance function of the organization, ensuring compliance with corporate, regulatory and environmental standards and is responsible for managing securities compliance by preparing and filing documents on platforms such as SEDAR+, EDGAR, TMX LINK and SEDI. This position coordinates with internal and external stakeholders, while providing key administrative support for capital markets and corporate transactions.
Key Responsibilities:
Director, Corporate Legal Clerk
Coordinate all Board and Committee meetings, including scheduling, agenda preparation, minute-taking, and follow-up actions and posting of materials in Diligent;
Assist with the preparation and execution of Annual General Meetings and other shareholder events, including drafting and filing of management information circulars and proxy related materials ensuring compliance with securities regulations for both Canadian and US entities, where applicable;
Support the development and implementation of governance policies, charters, and codes of conduct and annual review of all governance materials required for consideration by the Board and Committees;
Facilitate communication between the Board, executive leadership, shareholders, and regulatory authorities.;
Assist in the preparation of and coordinate the filing for continuous disclosure documents, as required, and ensure compliance with relevant statutory requirements and securities regulators in Canada;
Assist in the preparation of all consent resolutions, meeting minutes and management of the Company’s minute books, ensuring that all corporate documents for incorporations, amendments, dissolutions, amalgamations and reorganizations are properly filed and maintained with the Company’s corporate records; and
Manage all insider trading reporting and compliance requirements, maintaining accurate records and ensuring timely reporting on SEDI and regular updates where required on Shareworks.
Governance
Conduct research on mining-specific legislation, environmental law, and corporate governance standards and contribute to policy development that aligns with industry best practices;
Track and report on governance risks related to mining operations, including, but not limited to, community relations and Indigenous partnerships;
Assist in preparing disclosures and reports for regulatory bodies such as securities commissions, mining ministries, and environmental agencies;
Support ESG (Environmental, Social, and Governance) reporting and initiatives, including sustainability disclosures and stakeholder engagement; and
Support the development and adherence to governance policies and codes of conduct.
Legal
Provide document management support by maintain a record of all legal files and filings;
Review and draft various corporate documents;
Provide vide assistance with corporate transactions, including acquisitions, divestitures, amalgamations, financing matters, and compliance filings;
Maintain legal databases and ensure proper document management and confidentiality.
Support litigation and regulatory investigations, including document production and case tracking; and
Liaise with external counsel and regulatory bodies on all legal matters, where applicable.
Skills and Qualifications
Bachelor’s degree in law, Business Administration, or related field;
5–10 years of experience in corporate legal or governance roles, preferably in the mining or natural resources sector;
Strong understanding of corporate law including securities law in Canada and the United States, governance frameworks, and mining regulations;
Excellent organizational, communication, and writing skills;
High attention to detail and ability to manage confidential information; and
Proficiency in Microsoft Office Suite and legal/governance management software.
Workplace Conditions:
Corporate head office, located in Toronto, Ontario with potential travel.
Ability to work occasionally on the weekend and evening hours to attend to work issues.
We thank all candidates in advance. Please note, only those candidates selected for an interview will be contacted.
Discovery Silver welcomes applications from all qualified individuals, including, but not limited to women, persons with disabilities, visible minorities (racialized), aboriginal (Indigenous) persons and persons of any gender identity and sexual orientation. Discovery is committed to a positive, supportive, and inclusive environment.
Oct 02, 2025
Full time
The Position:
The Director, Corporate Legal Clerk coordinates all Board of Director and committee meetings, manages the governance function of the organization, ensuring compliance with corporate, regulatory and environmental standards and is responsible for managing securities compliance by preparing and filing documents on platforms such as SEDAR+, EDGAR, TMX LINK and SEDI. This position coordinates with internal and external stakeholders, while providing key administrative support for capital markets and corporate transactions.
Key Responsibilities:
Director, Corporate Legal Clerk
Coordinate all Board and Committee meetings, including scheduling, agenda preparation, minute-taking, and follow-up actions and posting of materials in Diligent;
Assist with the preparation and execution of Annual General Meetings and other shareholder events, including drafting and filing of management information circulars and proxy related materials ensuring compliance with securities regulations for both Canadian and US entities, where applicable;
Support the development and implementation of governance policies, charters, and codes of conduct and annual review of all governance materials required for consideration by the Board and Committees;
Facilitate communication between the Board, executive leadership, shareholders, and regulatory authorities.;
Assist in the preparation of and coordinate the filing for continuous disclosure documents, as required, and ensure compliance with relevant statutory requirements and securities regulators in Canada;
Assist in the preparation of all consent resolutions, meeting minutes and management of the Company’s minute books, ensuring that all corporate documents for incorporations, amendments, dissolutions, amalgamations and reorganizations are properly filed and maintained with the Company’s corporate records; and
Manage all insider trading reporting and compliance requirements, maintaining accurate records and ensuring timely reporting on SEDI and regular updates where required on Shareworks.
Governance
Conduct research on mining-specific legislation, environmental law, and corporate governance standards and contribute to policy development that aligns with industry best practices;
Track and report on governance risks related to mining operations, including, but not limited to, community relations and Indigenous partnerships;
Assist in preparing disclosures and reports for regulatory bodies such as securities commissions, mining ministries, and environmental agencies;
Support ESG (Environmental, Social, and Governance) reporting and initiatives, including sustainability disclosures and stakeholder engagement; and
Support the development and adherence to governance policies and codes of conduct.
Legal
Provide document management support by maintain a record of all legal files and filings;
Review and draft various corporate documents;
Provide vide assistance with corporate transactions, including acquisitions, divestitures, amalgamations, financing matters, and compliance filings;
Maintain legal databases and ensure proper document management and confidentiality.
Support litigation and regulatory investigations, including document production and case tracking; and
Liaise with external counsel and regulatory bodies on all legal matters, where applicable.
Skills and Qualifications
Bachelor’s degree in law, Business Administration, or related field;
5–10 years of experience in corporate legal or governance roles, preferably in the mining or natural resources sector;
Strong understanding of corporate law including securities law in Canada and the United States, governance frameworks, and mining regulations;
Excellent organizational, communication, and writing skills;
High attention to detail and ability to manage confidential information; and
Proficiency in Microsoft Office Suite and legal/governance management software.
Workplace Conditions:
Corporate head office, located in Toronto, Ontario with potential travel.
Ability to work occasionally on the weekend and evening hours to attend to work issues.
We thank all candidates in advance. Please note, only those candidates selected for an interview will be contacted.
Discovery Silver welcomes applications from all qualified individuals, including, but not limited to women, persons with disabilities, visible minorities (racialized), aboriginal (Indigenous) persons and persons of any gender identity and sexual orientation. Discovery is committed to a positive, supportive, and inclusive environment.
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: At Sun Life, we value your unique background and perspective. We're looking for someone who can bring their best self to our team. You'll work with experts who are excited to share their knowledge, and leaders who will help you grow. Every day, you'll have the chance to brighten our clients' lives – they're at the heart of everything we do. We're offering an exciting opportunity for a lawyer who understands business and puts clients first. You'll join our dynamic legal team supporting Sun Life Canada's investment and mutual fund businesses reporting to the Assistant Vice-President & Managing Counsel for Retail Advice & Solutions. You can work from Toronto or Waterloo, with the flexibility to split your time between home and office. What you'll do: We're looking for someone adaptable and confident. You'll provide timely legal advice to business leaders on Securities and regulatory matters, operations, risk management, and more. Your work will involve:
Providing proactive and timely advice on Securities laws and regulations
Reviewing regulatory inquiries and client concerns
Advising on product and marketing materials
Providing guidance in relation to litigation and regulatory investigations
Writing and negotiating agreements
Contributing to Sun Life's advocacy initiatives on legal regulatory developments and changes
What you need to succeed:
Membership with a Canadian law society, preferably in Ontario
Experience in supporting mutual fund and investment businesses is a must
Extensive knowledge of Securities rules and Canadian Investment Regulatory Organization (CIRO) matters
Enthusiasm for using data and technology to solve problems
Confidence in communicating and influencing others
Ability to simplify complex issues and think creatively
Clear writing and speaking skills
Skill in prioritizing work based on risk
Talent for building relationships across the company
What’s in it for you?
Great Place to Work® Certified for Most Trusted Executive Team in Canada – 2025, 2024 and 2023
Great Place to Work® Certified for Best Workplaces in Canada - 2025
Canada Order of Excellence for Mental Health at Work® certification from Excellence Canada. Sun Life is one of only four companies in Canada to ever receive this certification – 2024
Top Work Places® for Remote Work – Monster Canada - 2024
Great Place to Work® Certified for Best Workplaces in Canada – 2024 and 2022
Great Place to Work® Certified for Best Workplaces for Women in Canada - 2024
Flexible hybrid work model.
Pension, stock and savings programs to help build and enhance your future financial security
Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.
Competitive salary and bonus structure influenced by market range data
The opportunity to move along a variety of career paths with amazing networking potential
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 thebrightside@sunlife.com. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Jun 24, 2025
Hybrid
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: At Sun Life, we value your unique background and perspective. We're looking for someone who can bring their best self to our team. You'll work with experts who are excited to share their knowledge, and leaders who will help you grow. Every day, you'll have the chance to brighten our clients' lives – they're at the heart of everything we do. We're offering an exciting opportunity for a lawyer who understands business and puts clients first. You'll join our dynamic legal team supporting Sun Life Canada's investment and mutual fund businesses reporting to the Assistant Vice-President & Managing Counsel for Retail Advice & Solutions. You can work from Toronto or Waterloo, with the flexibility to split your time between home and office. What you'll do: We're looking for someone adaptable and confident. You'll provide timely legal advice to business leaders on Securities and regulatory matters, operations, risk management, and more. Your work will involve:
Providing proactive and timely advice on Securities laws and regulations
Reviewing regulatory inquiries and client concerns
Advising on product and marketing materials
Providing guidance in relation to litigation and regulatory investigations
Writing and negotiating agreements
Contributing to Sun Life's advocacy initiatives on legal regulatory developments and changes
What you need to succeed:
Membership with a Canadian law society, preferably in Ontario
Experience in supporting mutual fund and investment businesses is a must
Extensive knowledge of Securities rules and Canadian Investment Regulatory Organization (CIRO) matters
Enthusiasm for using data and technology to solve problems
Confidence in communicating and influencing others
Ability to simplify complex issues and think creatively
Clear writing and speaking skills
Skill in prioritizing work based on risk
Talent for building relationships across the company
What’s in it for you?
Great Place to Work® Certified for Most Trusted Executive Team in Canada – 2025, 2024 and 2023
Great Place to Work® Certified for Best Workplaces in Canada - 2025
Canada Order of Excellence for Mental Health at Work® certification from Excellence Canada. Sun Life is one of only four companies in Canada to ever receive this certification – 2024
Top Work Places® for Remote Work – Monster Canada - 2024
Great Place to Work® Certified for Best Workplaces in Canada – 2024 and 2022
Great Place to Work® Certified for Best Workplaces for Women in Canada - 2024
Flexible hybrid work model.
Pension, stock and savings programs to help build and enhance your future financial security
Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.
Competitive salary and bonus structure influenced by market range data
The opportunity to move along a variety of career paths with amazing networking potential
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 thebrightside@sunlife.com. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
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:
At Sun Life, we value your unique background and perspective. We're looking for someone who can bring their best self to our team. You'll work with experts who are excited to share their knowledge, and leaders who will help you grow. Every day, you'll have the chance to brighten our clients' lives – they're at the heart of everything we do.
We're offering an exciting opportunity for a lawyer who understands business and puts clients first. You'll join our dynamic legal team supporting Sun Life Canada's investment and mutual fund businesses reporting to the Assistant Vice-President & Managing Counsel for Retail Advice & Solutions.
You can work from Toronto or Waterloo, with the flexibility to split your time between home and office.
What you'll do:
We're looking for someone adaptable and confident. You'll provide timely legal advice to business leaders on Securities and regulatory matters, operations, risk management, and more. Your work will involve:
Providing proactive and timely advice on Securities laws and regulations
Reviewing regulatory inquiries and client concerns
Advising on product and marketing materials
Providing guidance in relation to litigation and regulatory investigations
Writing and negotiating agreements
Contributing to Sun Life's advocacy initiatives on legal regulatory developments and changes
What you need to succeed:
Membership with a Canadian law society, preferably in Ontario
Experience in supporting mutual fund and investment businesses is a must
Extensive knowledge of Securities rules and Canadian Investment Regulatory Organization (CIRO) matters
Enthusiasm for using data and technology to solve problems
Confidence in communicating and influencing others
Ability to simplify complex issues and think creatively
Clear writing and speaking skills
Skill in prioritizing work based on risk
Talent for building relationships across the company
What’s in it for you?
Great Place to Work® Certified for Most Trusted Executive Team in Canada – 2025, 2024 and 2023
Great Place to Work® Certified for Best Workplaces in Canada - 2025
Canada Order of Excellence for Mental Health at Work® certification from Excellence Canada. Sun Life is one of only four companies in Canada to ever receive this certification – 2024
Top Work Places® for Remote Work – Monster Canada - 2024
Great Place to Work® Certified for Best Workplaces in Canada – 2024 and 2022
Great Place to Work® Certified for Best Workplaces for Women in Canada - 2024
Flexible hybrid work model. #LI-Hybrid
Pension, stock and savings programs to help build and enhance your future financial security
Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.
Competitive salary and bonus structure influenced by market range data
The opportunity to move along a variety of career paths with amazing networking potential
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 thebrightside@sunlife.com.
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
May 03, 2025
Full time
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:
At Sun Life, we value your unique background and perspective. We're looking for someone who can bring their best self to our team. You'll work with experts who are excited to share their knowledge, and leaders who will help you grow. Every day, you'll have the chance to brighten our clients' lives – they're at the heart of everything we do.
We're offering an exciting opportunity for a lawyer who understands business and puts clients first. You'll join our dynamic legal team supporting Sun Life Canada's investment and mutual fund businesses reporting to the Assistant Vice-President & Managing Counsel for Retail Advice & Solutions.
You can work from Toronto or Waterloo, with the flexibility to split your time between home and office.
What you'll do:
We're looking for someone adaptable and confident. You'll provide timely legal advice to business leaders on Securities and regulatory matters, operations, risk management, and more. Your work will involve:
Providing proactive and timely advice on Securities laws and regulations
Reviewing regulatory inquiries and client concerns
Advising on product and marketing materials
Providing guidance in relation to litigation and regulatory investigations
Writing and negotiating agreements
Contributing to Sun Life's advocacy initiatives on legal regulatory developments and changes
What you need to succeed:
Membership with a Canadian law society, preferably in Ontario
Experience in supporting mutual fund and investment businesses is a must
Extensive knowledge of Securities rules and Canadian Investment Regulatory Organization (CIRO) matters
Enthusiasm for using data and technology to solve problems
Confidence in communicating and influencing others
Ability to simplify complex issues and think creatively
Clear writing and speaking skills
Skill in prioritizing work based on risk
Talent for building relationships across the company
What’s in it for you?
Great Place to Work® Certified for Most Trusted Executive Team in Canada – 2025, 2024 and 2023
Great Place to Work® Certified for Best Workplaces in Canada - 2025
Canada Order of Excellence for Mental Health at Work® certification from Excellence Canada. Sun Life is one of only four companies in Canada to ever receive this certification – 2024
Top Work Places® for Remote Work – Monster Canada - 2024
Great Place to Work® Certified for Best Workplaces in Canada – 2024 and 2022
Great Place to Work® Certified for Best Workplaces for Women in Canada - 2024
Flexible hybrid work model. #LI-Hybrid
Pension, stock and savings programs to help build and enhance your future financial security
Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.
Competitive salary and bonus structure influenced by market range data
The opportunity to move along a variety of career paths with amazing networking potential
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 thebrightside@sunlife.com.
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Canada Life Assurance Company
Toronto, Ontario, Canada
Reporting to the Vice President & Associate General Counsel, Individual Wealth, you will be a key member of the legal team and take on a lead role in providing legal support to our Canadian wealth businesses. You will provide practical and timely legal advice on strategic and tactical business issues and initiatives related to Canada Life’s rapidly growing wealth business, including on the distribution of securities and mutual funds, the provision of discretionary investment management and advisory services to retail and institutional clients, and the ongoing operation of both investment dealer and mutual fund dealer lines of business. You will work closely with a group of legal professionals and business leaders on a range of securities and general corporate/commercial matters, including advising on products and service offerings, advising on new lines of business and strategic initiatives, drafting a wide range of client facing agreements and disclosures, interpreting and advising on all regulation pertaining to our Canadian wealth businesses, and negotiating complex corporate and commercial agreements to support existing and new business activities. Your work will be wide-ranging and will provide the opportunity to develop expertise in dynamic practice areas. This is an exciting opportunity to work with a highly accomplished team of legal professionals supporting one of Canada’s leading financial services companies, and to play a lead role in the oversight of legal work pertaining to the wealth lines of business.
Accountabilities:
Work collaboratively with business and functional partners to provide practical, risk-based legal advice on a wide range of matters impacting Canada Life’s wealth businesses
Lead high-performing legal professionals in an inclusive environment to support the businesses’ strategic objectives with a strong focus on wealth management
Maintain in-depth knowledge of regulatory requirements applicable to Canada Life’s wealth businesses and advise on regulatory requirements and developments, including securities laws and other applicable legislation pertaining to investment dealers and mutual fund dealers
Advise the compliance function, including advising on the enhancement of internal policies and procedures aimed at mitigating risk, meeting applicable regulatory requirements and/or improving operational efficiency
Draft account agreements and related forms, client disclosures and communications, as well as regulatory applications and filings in support of new and existing business initiatives
Negotiate and draft complex commercial agreements, including distribution agreements, investment management and sub-advisor agreements, subscription agreements, introducing broker / carrying broker arrangements, custody arrangements, principal-agent agreements, referral arrangements, and a range of outsourcing and technology agreements related to the operation of investment dealer and mutual dealer businesses
Advise on the formation of new lines of businesses and services, firm and individual registration matters, trust and estate matters, and the general operation and administration of investment dealer and mutual fund dealer businesses as well as the provision of investment management advice in non-discretionary and discretionary relationships
Advise on firm and advisor regulatory compliance, including advisor conduct issues, and provide securities regulatory advice on litigation matters impacting the wealth lines of business
Instruct and manage external counsel
Qualifications and Competencies:
Law Degree, Member in good standing of a provincial Bar
10 – 15 years of relevant legal work experience (law firm, in-house, or securities regulatory body)
Extensive knowledge of provincial and territorial securities laws, regulations, and policies, including in-depth understanding of registrant regulation (NI 31-103, NI 33-109) as well as CIRO rules pertaining to both investment dealers and mutual fund dealers and NI 81-105
Strong knowledge of the securities industry’s regulatory compliance practices, procedures, and principles applicable to investment dealers and mutual fund dealers
Experience advising on discretionary investment / managed account programs (UMA and/or SMAs) and familiarity with associated rules, regulations and guidance notes considered a strong asset
Experience leading a team of legal professionals desirable
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 drafting skills
Ability to proactively and independently 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
The successful candidate will be required to communicate in English in order to support clients from various jurisdictions outside of Quebec
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Be your best at Great-West Lifeco and Canada Life - Apply today!
Great-West Lifeco Inc is a Canadian headquarter, international financial services holding company with interests in life insurance, health insurance, retirement and investment services, asset management, and reinsurance businesses. We operate in Canada, the United States, and Europe under the brands: Canada Life, Empower and Irish Life.
At the end of 2023, our companies had over 33,500 employees, 232,000 advisor relationships, and thousands of distribution partners – serving approximately 42 million customer relationships.
Great-West Lifeco trades on the Toronto Stock Exchange (TSX) under the ticker symbol GWO and is a member of the Power Corporation group of companies.
Being a part of our organization means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You are part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
We would like to thank all applicants, however only those who qualify for an interview will be contacted.
Apr 29, 2025
Full time
Reporting to the Vice President & Associate General Counsel, Individual Wealth, you will be a key member of the legal team and take on a lead role in providing legal support to our Canadian wealth businesses. You will provide practical and timely legal advice on strategic and tactical business issues and initiatives related to Canada Life’s rapidly growing wealth business, including on the distribution of securities and mutual funds, the provision of discretionary investment management and advisory services to retail and institutional clients, and the ongoing operation of both investment dealer and mutual fund dealer lines of business. You will work closely with a group of legal professionals and business leaders on a range of securities and general corporate/commercial matters, including advising on products and service offerings, advising on new lines of business and strategic initiatives, drafting a wide range of client facing agreements and disclosures, interpreting and advising on all regulation pertaining to our Canadian wealth businesses, and negotiating complex corporate and commercial agreements to support existing and new business activities. Your work will be wide-ranging and will provide the opportunity to develop expertise in dynamic practice areas. This is an exciting opportunity to work with a highly accomplished team of legal professionals supporting one of Canada’s leading financial services companies, and to play a lead role in the oversight of legal work pertaining to the wealth lines of business.
Accountabilities:
Work collaboratively with business and functional partners to provide practical, risk-based legal advice on a wide range of matters impacting Canada Life’s wealth businesses
Lead high-performing legal professionals in an inclusive environment to support the businesses’ strategic objectives with a strong focus on wealth management
Maintain in-depth knowledge of regulatory requirements applicable to Canada Life’s wealth businesses and advise on regulatory requirements and developments, including securities laws and other applicable legislation pertaining to investment dealers and mutual fund dealers
Advise the compliance function, including advising on the enhancement of internal policies and procedures aimed at mitigating risk, meeting applicable regulatory requirements and/or improving operational efficiency
Draft account agreements and related forms, client disclosures and communications, as well as regulatory applications and filings in support of new and existing business initiatives
Negotiate and draft complex commercial agreements, including distribution agreements, investment management and sub-advisor agreements, subscription agreements, introducing broker / carrying broker arrangements, custody arrangements, principal-agent agreements, referral arrangements, and a range of outsourcing and technology agreements related to the operation of investment dealer and mutual dealer businesses
Advise on the formation of new lines of businesses and services, firm and individual registration matters, trust and estate matters, and the general operation and administration of investment dealer and mutual fund dealer businesses as well as the provision of investment management advice in non-discretionary and discretionary relationships
Advise on firm and advisor regulatory compliance, including advisor conduct issues, and provide securities regulatory advice on litigation matters impacting the wealth lines of business
Instruct and manage external counsel
Qualifications and Competencies:
Law Degree, Member in good standing of a provincial Bar
10 – 15 years of relevant legal work experience (law firm, in-house, or securities regulatory body)
Extensive knowledge of provincial and territorial securities laws, regulations, and policies, including in-depth understanding of registrant regulation (NI 31-103, NI 33-109) as well as CIRO rules pertaining to both investment dealers and mutual fund dealers and NI 81-105
Strong knowledge of the securities industry’s regulatory compliance practices, procedures, and principles applicable to investment dealers and mutual fund dealers
Experience advising on discretionary investment / managed account programs (UMA and/or SMAs) and familiarity with associated rules, regulations and guidance notes considered a strong asset
Experience leading a team of legal professionals desirable
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 drafting skills
Ability to proactively and independently 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
The successful candidate will be required to communicate in English in order to support clients from various jurisdictions outside of Quebec
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Be your best at Great-West Lifeco and Canada Life - Apply today!
Great-West Lifeco Inc is a Canadian headquarter, international financial services holding company with interests in life insurance, health insurance, retirement and investment services, asset management, and reinsurance businesses. We operate in Canada, the United States, and Europe under the brands: Canada Life, Empower and Irish Life.
At the end of 2023, our companies had over 33,500 employees, 232,000 advisor relationships, and thousands of distribution partners – serving approximately 42 million customer relationships.
Great-West Lifeco trades on the Toronto Stock Exchange (TSX) under the ticker symbol GWO and is a member of the Power Corporation group of companies.
Being a part of our organization means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You are part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
We would like to thank all applicants, however only those who qualify for an interview will be contacted.
