We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
Purpose of the Role:
This is an exciting opportunity to join our high performing legal team as a Legal Counsel. Reporting directly to the Vice President, General Counsel, the Legal Counsel will provide exceptional legal advice to our internal clients and partner on strategic projects such as the formation of funds that shape the future of our firm. lf you enjoy working in a fast-paced environment, have a strong multi-tasking and attention to detail skills, and value working on a collaborative and solutions-oriented team, then this might be the right opportunity for you.
Core Responsibilities:
- Provide legal counsel and advice to internal clients across Nicola Wealth.
- Act as primary legal point of contact for functions across the company on legal work assigned by the Vice President, General Counsel such as NDAs, contracts, independent contractor agreements, referral arrangements, shareholder agreements, transactions and resolutions.
- Assist with general commercial matters including the review, drafting and negotiation of commercial agreements.
- In partnership with the Vice President, General Counsel, work on fund matters and fund investments including fund formation, broker agreements and offering documentation.
- Assist with reviewing changes to and ensuring compliance with laws and regulations applicable to Nicola Wealth.
- Take a lead role in developing and implementing improved processes and procedures supporting legal work including contract review processes, monitoring ongoing legal obligations, etc.
Required Skills & Qualifications:
- LL.B. or J.D. degree (or equivalent).
- Good standing with a Canadian Law Society.
- 2-4 years of legal experience with exposure to corporate, commercial, tax, estates and/or securities law.
- An interest in capital markets and a desire to work within and learn more about the asset management/investment industry.
- A client-focused practical problem-solver with a high degree of business acumen.
- Easily builds strong working relationships and collaborates with others.
- Team player with a can-do attitude and the desire to work independently with minimum supervision and a high degree of initiative.
- Ability to prioritize and multi-task in a fast-paced work environment.
- Fluency in English with excellent written, and verbal communication and interpersonal skills.
- Proficiency in French an asset.
- Advanced MS Office skills - Excel, Word, Outlook etc.
- Self-starter, able to analyze processes and recognize opportunities for process improvements.
- Strong written communication skills including document drafting.
- Able to communicate with lawyers and tax advisors comfortably and confidently on legal, governance, and compliance matters.
- Compliance mindset that prioritizes accuracy and attention to detail.
- High level of ethics and confidentiality.
Compensation & Benefits Package:
This position comes with a base salary range of $120,000 - $150,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
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What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
