Legal Counsel, Wealth Distribution

  • Sun Life Financial
  • Toronto, Ontario, Canada
  • Nov 13, 2023
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:

This is a unique and exciting opportunity for a lawyer with business acumen and a relentless focus on the client experience.  The successful candidate will join a dynamic legal team supporting Sun Life Canada’s investment and mutual fund dealer businesses.  


This role may be based in Toronto or Waterloo under a hybrid work policy, allowing employees the flexibility to work both remotely and in-office.


What will you do?


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 relating to Securities and Regulatory matters, as well as related support areas such as Operations, Risk, Compliance and IT on a broad range of matters associated with mutual fund and individual securities distribution along with insurance-based wealth products and solutions.  This role will also involve advising on applicable laws, regulatory reviews and inquiries, policies and procedures, client and estate inquiries, reviewing product and marketing materials, and drafting/negotiating agreements. The successful candidate will also participate in Sun Life’s advocacy initiatives on legal and regulatory developments and changes.


What do you need to succeed?


The successful candidates will be:

  • A member in good standing with a provincial law society in Canada, preferably the Law Society of Ontario with relevant experience at a law firm or in-house legal team.
  • Experience in supporting mutual fund and investment dealer businesses.  
  • Extensive knowledge and experience with applicable securities rules and regulations and Canadian Investment Regulatory Organization related matters.
  • Enthusiastic about leveraging data and technology to provide legal solutions to our business partners and inform business strategy.
  • Able to engage and influence others with confidence.
  • Familiar with relevant industry and regulatory trends.
  • Able to distill complex problems and apply analytical and creative thinking to provide innovative solutions and manage risk.
  • Skilled at simplifying complex legal concepts and writing and speaking clearly.
  • Able to take a risk-based approach to the prioritization of work.
  • Able to build relationships across multiple areas of the business.


What's in it for you?

  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Wellness programs that support the three pillars of your health – mental, physical and financial
  • Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle


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


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.