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Job Title: Sr. Legal Counsel ( ID: A1329 )
Career Category: Estates, Insurance, Tax, Trusts
Posted Date: 2011-07-29
Location: Ottawa
Our client, a financial institution is seeking to add a Sr. Legal Counsel with 10+ years of experience in the tax/insurance/estate and trust industry to their Ottawa office.

You will be responsible for developing and advising on advanced estate, trust and insurance planning concepts. In this role you will work closely with the management team to promote insurance, estate and trust planning to contribute to the organization’s strategic goals.

Your responsibilities will include:
-Providing advice and guidance on a broad range of complex issues in the specialized areas of estate, trust, insurance and tax law.
-Reviewing documents and correspondence;
-Keeping abreast of legislative and administrative changes and trends
-Supporting marketing in the development and expansion of the insurance and estate/ trust planning product and service lines;
-Working with individual insurance and estate and trust advisors to enhance their knowledge of, and effectiveness, in delivering estate planning and insurance solutions.
-Developing and presenting seminars to various segments of Advisors
-Maintaining industry contacts, and professional education, to ensure an advanced and sophisticated knowledge of insurance and estate planning techniques.


You are the ideal candidate if you:
-Have 10+ years of experience in estate and trust planning and administration
-Solid understanding of the insurance, tax, estate and trust industry
-Have a thorough understanding of competitive insurance and estate and trust market – products, companies, taxation, marketing concepts
-CICA Tax Course or equivalent would be an asset
-Bilingualism would be an asset
-Are a member in good standing of a provincial Law Society
-Have excellent oral and written communication skills
-Have dynamic presentation/ public speaking skills
-Are a strong team player and possess high ethical work standards

If this describes you, and you are interested in joining a fast-paced organization that provides a competitive compensation package, send us your details.



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