Senior Legal Counsel

Found in: Talent CA C2 - 2 weeks ago

Toronto, Canada Fidelity Investments Full time

Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. 

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

What We Do

Reporting to the Director Legal Services, the Director of Procurement and Senior Legal Counsel will provide thoughtful, competent, and accurate legal advice to Fidelity Investments Canada.

How You’ll Make an Impact

-Provide business support, which includes the below

Negotiate investment management agreements on behalf of Fidelity Investments Canada (FIC), DB product and service maintenance/development

Draft and negotiate vendor contracts and track all legal issues which may affect the negotiation of vendor contracts.

Review/consider all pertinent issues which arise in the context of negotiations.

Track all relevant securities & pension law issues which may affect the negotiation of investment management agreements on behalf of FIC.

Provide advice and services in respect of the maintenance and development of mutual and pooled funds.

Draft and update material contracts, as required.

Provide support to any other relevant issues associated with product development and maintenance

Support the procurement and vendor onboarding process and understand the procurement and vendor onboarding policy.

Participate in document review committee meetings and reviewing and supervising the review of marketing materials

-Provide general legal advice including in the following circumstances

Review and coordination of fund investment as well as other corporate action documentation (e.g., subscription agreements for private placements)

Provide support to the compliance department (e.g., compliance certificate review, 81-102 investment restrictions)

Partake in reviewing corporate contracts, operational issues, and Intellectual property issues (e.g., FIC-related trademarks)

Review and supervise review of marketing pieces, including website disclosure

Provide consultation for special projects within FIC and partake in steering committees where applicable

What We’re Looking For

Completion of the Bachelor of Law or Juris Doctor degree

Completion of Canadian Securities Law Course or IFIC Mutual Fund Course is an asset

5-7 years of experience as a legal counsel in the financial services industry either at a law firm or in an in-house counsel setting

Licensed as a member of the Law Society of Upper Canada

What you will Bring:

Comprehensive and in depth understanding of applicable law

Strong problem-solving ability

Excellent verbal and written communication skills

Effectively collaborate on projects and establish relationships within the legal department as well as with business partners

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