- 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
- 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, 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
- 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
- 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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Senior Legal Counsel - Toronto, Canada - Fidelity Investments
Description
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
-Provide general legal advice including in the following circumstances
What We're Looking For
What you will Bring: