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Senior Legal Counsel

3 months ago


Saskatoon, Canada The Targeted Strategies Group Full time

As Senior Legal Counsel, you will collaborate with our high-quality team of established, industry-leading professionals to design and implement tailored solutions, providing strategic legal advice on estate, wealth, and insurance structures for optimal business objectives and tax efficiencies. You will evaluate insurance strategies, identify issues and opportunities, and present recommendations. This role involves drafting related agreements, performing legal and financial due diligence, and managing outside tax advisors and counsel when needed to achieve optimal client solutions.

Key Responsibilities:

  • Provide direction and guidance on tax matters, drawing on your expertise and creativity to develop innovative solutions to complex issues to achieve business objectives.
  • Advise on complex legal matters with multiple stakeholders and provide clarification on legal language or specifications.
  • Review business, tax, and risk management strategies to identify and proactively advise on potential risks and opportunities.
  • Prepare planning memos, step memos and transactional memos to provide clear legal roadmaps for clients.
  • Develop closing agendas to ensure smooth transactional processes and compliance with legal requirements.
  • Research novel legal issues and use those conclusions to support client planning.
  • Prepare agreements and documentation that support innovative insurance wealth planning and related transactions, including nominee agreements, purchase and sale agreements and ownership agreements.
  • Create documentation for banking and financing matters, agency agreements for borrowing, and credit facilities.

Qualifications:

  • Law (LLB or J.D.) degree required; advanced tax degree (LL.M. in Taxation) preferred.
  • Minimum of 10 years in Law or General Accounting experience with a focus on estate planning and corporate tax.
  • Strong drafting and negotiation skills, with the ability to prepare clear and comprehensive legal documents.
  • Proficiency in legal research and analysis, with a keen attention to detail.
  • Knowledge of the life insurance industry, its products, regulations, and trends is an asset.
  • Experience in a team-oriented, results-oriented, collaborative, customer service-focused environment.

Core Competencies:

  • Meticulous attention to detail – Ability to zone in and pay rigorous attention to detail and ensure process is as seamless as possible.
  • Results Orientation – Focus on results rather than just activities. Ensuring that the full and proper outcome is always achieved. Includes ensuring clarity on the expectations.
  • Adaptability/Flexibility – Recognizing the need for and dealing effectively with change.
  • Customer Orientation – Considering how all actions/non-actions impact the customer.
  • Accountability – Taking personal responsibility for all work and customers assigned.
  • Teamwork/Collaboration – Working together to ensure a seamless experience for the customer.
  • Initiative / Sense of Urgency – Proactively doing what needs to be done to close the deal and ensure the best possible customer service.
  • Communication – Clear articulation of expectations from others, status of activities (good or bad), priorities, and information.

The Targeted Strategies Group is an equal opportunity employer. We value diversity and inclusion in the workplace and encourage all qualified candidates to apply including, but not limited to, women, visible minorities, Indigenous Peoples, and persons with disabilities.

Job Type: Full-time

Additional pay:

  • Bonus pay

Benefits:

  • Company events
  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • Profit sharing
  • RRSP match
  • Tuition reimbursement
  • Vision care
  • Wellness program

Flexible language requirement:

  • French not required

Schedule:

  • Monday to Friday

Work Location: Hybrid remote in Saskatoon, SK S7T 0V1

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