Senior Counsel, BMO Global Asset Management

at  BMO Financial Group

100 King Street West Toronto Ontario,M5X 1A1
BMO Financial Group is seeking a full-time lawyer to join the legal team in Toronto as Senior Counsel responsible for providing legal support to BMO Global Asset Management’s (BMO GAM) manufacturing of retail and institutional investment products, including the BMO Mutual Funds, BMO Exchange Traded Funds, BMO AM Pooled Funds and alternative products.

You will deliver expert and experienced legal support to BMO GAM’s Canadian business, operations and corporate affairs, with a focus on its investment fund manager and portfolio manager, including:

• creating new products with a focus on mutual funds, ETFs, pooled funds and alternative products
• maintaining existing products
• drafting documents, including prospectuses, annual information forms, offering memoranda, material contracts, constating documents, regulatory applications and filings in support of the creation and continuous distribution of BMO GAM’s products
• drafting and negotiating agreements, including investment management agreements, sub-advisor agreements, dealer agreements and subscription agreements
• supporting distribution
• advising on a wide array of new and existing securities laws and regulatory initiatives, including compliance with National Instrument 81-102 Investment Funds
• advising on corporate governance matters
• identifying risks and implementing appropriate actions to mitigate them
• building effective relationships and collaborating with internal/external stakeholders
• instructing and managing external legal counsel
• broader work or accountabilities may be assigned as needed

This position will not be responsible for litigation matters.

The successful candidate will be a team player with strong legal and organizational skills and a proven ability to:

• make things happen with pace
• effect change
• tackle challenges outside of your historic expertise
• support our business as it evolves and pursues new opportunities

KNOWLEDGE:

• Minimum requirements are a degree in law (LLB/JD) and license to practice law in Canada
• 7+ years post Call to the Bar expertise while in private practice, in-house or at a regulatory body
• Experience in and strong legal knowledge of Canadian securities laws, regulatory, business, commercial and corporate matters, with expertise in investment funds and asset management
• Experience in cross-jurisdictional investment fund and asset management matters would be an asset
• Knowledge of the business and regulatory environment in which BMO Financial Group operates

SKILLS:

• Strong judgment and analytical capability
• Strong verbal and written communication skills
• Excellent relationship management skills
• Strong drafting and negotiation skills
• Ability to work independently and in a team environment
• Solution-oriented with strong ability to make things happen with pace

Please refer the Job description for details