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legal counsel wealth distribution
Sun Life Financial
Senior Counsel, Wealth Distribution
Sun Life Financial Toronto, Ontario, Canada
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.
RBC
Managing Counsel
RBC Toronto, Ontario, Canada
As Managing Counsel supporting certain of the Canadian Wealth Management securities distribution businesses, you will provide legal support on key strategic initiatives and projects, advise on regulatory developments, assist in formulating and executing policies and procedures for the business, as well as provide legal support on various matters. You will work directly with senior management of Wealth Management, as well as their functional support groups in providing such legal support, including dealing with associated legal risks.   **Please note this is one year contract position**   What will you do? As a senior corporate and securities law expert, provide sound, creative and practical legal advice and counsel to certain Canadian Wealth Management (CWM) securities distribution businesses on a wide range of issues relating to retail investment distribution, demonstrating a commitment to exceptional service to functional and business partners. Encourage practical and innovative solutions, having regard to the business objectives of CWM. Provide senior legal support on account management related matters, such as interpreting and amending account agreements and forms, assisting in policy development and supporting compliance investigations. Identify, assess and manage legal, reputational and regulatory risk relating primarily to securities regulatory matters, but with flexibility to manage legal and regulatory matters spanning a wide breadth of subject matter areas. Manage the cost and performance of external counsel as required to support matters with a particular focus on negotiating alternative fee arrangements. Coordinate and liaise with functional partners on new initiatives to mitigate legal risk and ensure compliance. Collaborate with other lawyers in the Law Group, as well as other business support teams, and work closely with them to promote alignment to overall enterprise strategy and applicable lines of business.   What do you need to succeed? Must-have Bachelor of Law from an accredited law school and qualified to practice law in a Canadian jurisdiction. At least 10+ years of relevant experience gained at a large law firm, financial institution or securities regulator. Strong leadership skills and the ability to work effectively and collaboratively with teams that are diverse and multi-disciplinary. Strategic and practical thinker with the ability to manage multiple competing priorities, make independent decisions, exercise sound judgment, and work under tight deadlines in a fast paced environment. Self-starter with the ability to take ownership of key projects and work collaboratively with team members, key stakeholders, external service providers, regulators and industry groups.   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 Leaders who support your development through coaching and managing opportunities Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Flexible work/life balance options   #LI-POST LAWGROUP23   Job Skills Business Perspective, Coaching Others, Customer Service Management, Decision Making, Financial Regulation, Group Problem Solving, High Impact Communication, Legal Practices, Time Management
Jun 04, 2025
Full time
As Managing Counsel supporting certain of the Canadian Wealth Management securities distribution businesses, you will provide legal support on key strategic initiatives and projects, advise on regulatory developments, assist in formulating and executing policies and procedures for the business, as well as provide legal support on various matters. You will work directly with senior management of Wealth Management, as well as their functional support groups in providing such legal support, including dealing with associated legal risks.   **Please note this is one year contract position**   What will you do? As a senior corporate and securities law expert, provide sound, creative and practical legal advice and counsel to certain Canadian Wealth Management (CWM) securities distribution businesses on a wide range of issues relating to retail investment distribution, demonstrating a commitment to exceptional service to functional and business partners. Encourage practical and innovative solutions, having regard to the business objectives of CWM. Provide senior legal support on account management related matters, such as interpreting and amending account agreements and forms, assisting in policy development and supporting compliance investigations. Identify, assess and manage legal, reputational and regulatory risk relating primarily to securities regulatory matters, but with flexibility to manage legal and regulatory matters spanning a wide breadth of subject matter areas. Manage the cost and performance of external counsel as required to support matters with a particular focus on negotiating alternative fee arrangements. Coordinate and liaise with functional partners on new initiatives to mitigate legal risk and ensure compliance. Collaborate with other lawyers in the Law Group, as well as other business support teams, and work closely with them to promote alignment to overall enterprise strategy and applicable lines of business.   What do you need to succeed? Must-have Bachelor of Law from an accredited law school and qualified to practice law in a Canadian jurisdiction. At least 10+ years of relevant experience gained at a large law firm, financial institution or securities regulator. Strong leadership skills and the ability to work effectively and collaboratively with teams that are diverse and multi-disciplinary. Strategic and practical thinker with the ability to manage multiple competing priorities, make independent decisions, exercise sound judgment, and work under tight deadlines in a fast paced environment. Self-starter with the ability to take ownership of key projects and work collaboratively with team members, key stakeholders, external service providers, regulators and industry groups.   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 Leaders who support your development through coaching and managing opportunities Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Flexible work/life balance options   #LI-POST LAWGROUP23   Job Skills Business Perspective, Coaching Others, Customer Service Management, Decision Making, Financial Regulation, Group Problem Solving, High Impact Communication, Legal Practices, Time Management
Canada Life Assurance Company
Assistant Vice President & Senior Counsel
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.    
Scotiabank
Executive Assistant & Coordinator - Legal and Corporate Security, Spanish
Scotiabank Toronto, Ontario, Canada
Contributes to the overall success of Strategic Services, providing primary support to their designated executive and general support to Corporate Security, Legal & Corporate Affairs, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures   Is this role right for you? In this role you will: Champions a customer focused culture to deepen client relationships and leverage broader Bankrelationships, systems and knowledge. Operational support to the CSO & VP’s including the coordination of day-to-day schedule activities;meetings, events, finance, and travel with the ability to anticipate conflicts and provide alternatives. Lead the development and distribution of strategic department communications in English & Spanish toensure the strategy, goals and department initiatives are understood globally. Provide support to the maintenance and upkeep of the department specific information platformsincluding SharePoint & Scotiabank Live. Strategic support to the department through database maintenance including HR tracking sheets, BCPcontact lists, learning development and skills matrix. Strategic document development and distribution including procedures, presentations, letters, attestations, and business plans. Planning support and execution of department events including town halls, strategy sessions, conferences, and celebrations. Managing the onboarding and offboarding activities of employees within the department as well as facilities and telephony related support. Monitor, review, and approve standard expenditures to ensure the activities of the office are conducted within established budgets. Manage the variance analysis and ensure it aligns on a monthly basis. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activitiesand decisions. Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a high performance environment and contributes to an inclusive work environment.   Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have: This position deals with numerous sensitive issues, requiring strict confidentiality and accuracy. The incumbent is expected to troubleshoot and make independent decisions within defined parameters on day to day assignments and seek guidance/clarity on policy and objectives. Bilingual in Spanish Degree in Business Administration or equivalent experience. Excellent interpersonal and written skills to communicate with management, business lines as well as working in a team environment. 3+ years of general communications experience. Advanced knowledge of MS Office suite and software tools as applied to the position. Strong understanding of Scotiabank’s organizational structure and adaptability to the operational environment.   What's in it for you: Is guided by Bank policy and receives general direction from the Director. Functions independently to ensure that the assigned tasks and project objectives are met. Participates in ad hoc projects in consideration and to align with department budgets. Build effective working relationships to collaborate with and help team members and managers. Actively participating and contributing to touch bases and team meetings Encouraging the generation of new ideas and approaches Actively share knowledge and experience to enhance the development of all team members   Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.  
Jan 15, 2025
Full time
Contributes to the overall success of Strategic Services, providing primary support to their designated executive and general support to Corporate Security, Legal & Corporate Affairs, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures   Is this role right for you? In this role you will: Champions a customer focused culture to deepen client relationships and leverage broader Bankrelationships, systems and knowledge. Operational support to the CSO & VP’s including the coordination of day-to-day schedule activities;meetings, events, finance, and travel with the ability to anticipate conflicts and provide alternatives. Lead the development and distribution of strategic department communications in English & Spanish toensure the strategy, goals and department initiatives are understood globally. Provide support to the maintenance and upkeep of the department specific information platformsincluding SharePoint & Scotiabank Live. Strategic support to the department through database maintenance including HR tracking sheets, BCPcontact lists, learning development and skills matrix. Strategic document development and distribution including procedures, presentations, letters, attestations, and business plans. Planning support and execution of department events including town halls, strategy sessions, conferences, and celebrations. Managing the onboarding and offboarding activities of employees within the department as well as facilities and telephony related support. Monitor, review, and approve standard expenditures to ensure the activities of the office are conducted within established budgets. Manage the variance analysis and ensure it aligns on a monthly basis. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activitiesand decisions. Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a high performance environment and contributes to an inclusive work environment.   Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have: This position deals with numerous sensitive issues, requiring strict confidentiality and accuracy. The incumbent is expected to troubleshoot and make independent decisions within defined parameters on day to day assignments and seek guidance/clarity on policy and objectives. Bilingual in Spanish Degree in Business Administration or equivalent experience. Excellent interpersonal and written skills to communicate with management, business lines as well as working in a team environment. 3+ years of general communications experience. Advanced knowledge of MS Office suite and software tools as applied to the position. Strong understanding of Scotiabank’s organizational structure and adaptability to the operational environment.   What's in it for you: Is guided by Bank policy and receives general direction from the Director. Functions independently to ensure that the assigned tasks and project objectives are met. Participates in ad hoc projects in consideration and to align with department budgets. Build effective working relationships to collaborate with and help team members and managers. Actively participating and contributing to touch bases and team meetings Encouraging the generation of new ideas and approaches Actively share knowledge and experience to enhance the development of all team members   Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.  
Scotiabank
Executive Legal Assistant, Legal Department, Legal & Corporate Affairs
Scotiabank Toronto, Ontario, Canada
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.   The Executive Assistant contributes to the overall success of Strategic Services, providing primary support to their designated executive and general support to the Legal Department, Legal & Corporate Affairs, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.   Is this role right for you? In this role, you will:   Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Provide a variety of complex and routine administrative support to the EVP & General Counsel, and the Senior Vice President and Deputy General Counsel. Maintain daily calendar and schedules meetings for the EVP and the SVP. Ensure the necessary background information and materials are gathered prior to EVP’s meetings/appointments. Prepare quarterly certification sign-offs for distribution, follow-up to ensure completion. Receive inquiries and manage the EVP’s inbox in order to identify priorities for the attention of the EVP. Arrange and coordinate domestic and international travel. Prepare and submit expense reports. Perform a variety of other administrative duties and support as required. Multi-task assignments as needed while effectively dealing with deadlines When required, interacts with executive management across all business lines as well as external stakeholders. Support the approval of standard expenditures submitted to the EVP. Support the planning and execution of department events including town halls and monthly meetings. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champion a high performance environment and contributes to an inclusive work environment   Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:   This position deals with numerous sensitive issues, requiring strict confidentiality and accuracy. The incumbent is expected to troubleshoot and make independent decisions within defined parameters on day to day assignments and seek guidance/clarity on policy and objectives.   Minimum 5 years Senior/Executive Legal Assistant experience. High level of judgement/organizational skills and initiative to deal with complex duties. Ability to adapt to constantly shifting priorities in a high pressured changing work environment. Ability to work under pressure to meet deadlines. Ability to exercise discretion when dealing with sensitive, highly confidential matters. Excellent interpersonal and written skills to communicate with management, business lines as well as working in a team environment. Highly organized and ability to multi-task. Proven experience interacting with senior management. Self-starter with ability to work with minimal supervision. Ability to work in a collaborative manner within the department and with staff in other departments Good knowledge of specialized legal terminology, documents, and procedures. Advanced knowledge of MS Office suite and software tools as applied to the position. Strong understanding of Scotiabank’s organizational structure and adaptability to the operational environment. Some more information you might want to know:   Number of Board and Committee Meetings – 10 Board; 25 Committee per year Number of Annual General Meetings and Out-of-Town Meetings – 1 AGM Number of Directors: 13   Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Nov 19, 2024
Full time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.   The Executive Assistant contributes to the overall success of Strategic Services, providing primary support to their designated executive and general support to the Legal Department, Legal & Corporate Affairs, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.   Is this role right for you? In this role, you will:   Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Provide a variety of complex and routine administrative support to the EVP & General Counsel, and the Senior Vice President and Deputy General Counsel. Maintain daily calendar and schedules meetings for the EVP and the SVP. Ensure the necessary background information and materials are gathered prior to EVP’s meetings/appointments. Prepare quarterly certification sign-offs for distribution, follow-up to ensure completion. Receive inquiries and manage the EVP’s inbox in order to identify priorities for the attention of the EVP. Arrange and coordinate domestic and international travel. Prepare and submit expense reports. Perform a variety of other administrative duties and support as required. Multi-task assignments as needed while effectively dealing with deadlines When required, interacts with executive management across all business lines as well as external stakeholders. Support the approval of standard expenditures submitted to the EVP. Support the planning and execution of department events including town halls and monthly meetings. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champion a high performance environment and contributes to an inclusive work environment   Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:   This position deals with numerous sensitive issues, requiring strict confidentiality and accuracy. The incumbent is expected to troubleshoot and make independent decisions within defined parameters on day to day assignments and seek guidance/clarity on policy and objectives.   Minimum 5 years Senior/Executive Legal Assistant experience. High level of judgement/organizational skills and initiative to deal with complex duties. Ability to adapt to constantly shifting priorities in a high pressured changing work environment. Ability to work under pressure to meet deadlines. Ability to exercise discretion when dealing with sensitive, highly confidential matters. Excellent interpersonal and written skills to communicate with management, business lines as well as working in a team environment. Highly organized and ability to multi-task. Proven experience interacting with senior management. Self-starter with ability to work with minimal supervision. Ability to work in a collaborative manner within the department and with staff in other departments Good knowledge of specialized legal terminology, documents, and procedures. Advanced knowledge of MS Office suite and software tools as applied to the position. Strong understanding of Scotiabank’s organizational structure and adaptability to the operational environment. Some more information you might want to know:   Number of Board and Committee Meetings – 10 Board; 25 Committee per year Number of Annual General Meetings and Out-of-Town Meetings – 1 AGM Number of Directors: 13   Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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