Legal Counsel, Investment and Asset Management

iA Financial Group; Montreal; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

A leading financial services provider in Canada is seeking a knowledgeable Legal Counsel for Investment and Asset Management with a minimum of 8 years of relevant experience. This role involves providing strategic legal advice on portfolio management and investment funds, while ensuring compliance with Canadian securities laws. The ideal candidate will be highly proficient in both French and English, with strong interpersonal skills. This position offers the opportunity to contribute to a team focused on innovation and collaboration in a supportive work environment.

Benefits

Flexible group insurance

Competitive pension plan

Stock purchase plan

Wellness/personal development days

Telemedicine

Performance bonus

Qualifications

• Minimum of 8 years of relevant experience in securities law.
• Recognized for deep expertise in investment funds and asset management.
• Experience in a law firm, asset management company, or financial institution.

Responsibilities

• Provide strategic legal advice related to portfolio management.
• Draft and negotiate investment management agreements.
• Offer guidance on Canadian securities and investment laws.

Skills

Expertise in Canadian securities law

Interpersonal skills

Ability to simplify complex concepts

Fluency in French

Fluency in English

Experience in managing multiple priorities

Education

Member of the Quebec Bar

Job description

Position Title
Legal Counsel, Investment and Asset Management

Build the future with us

Are you passionate about the legal field and eager to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future?

As a Legal Counsel, Investment and Asset Management, you will play a key role in providing strategic and legal support for investment and asset management activities, protecting the company's interests.

The Legal Services – Investment team is primarily dedicated to supporting our subsidiary iA Global Asset Management (iAGAM). iAGAM is the portfolio manager for iA Financial Group and manages assets consisting of general funds of insurance companies, segregated funds, mutual funds, and managed accounts, with a total value of over $100 billion.

This position is a great opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering an environment conducive to collaboration and innovation.

What you will accomplish with us

• Provide strategic legal advice related to portfolio management and investment funds.
• Draft and negotiate various agreements, including investment management agreements and agreements with sub‑advisors.
• Support product distribution, including reviewing marketing materials.
• Offer guidance on Canadian securities and investment laws, including NI 31‑103.
• Anticipate, identify, and manage legal risks associated with new investment strategies, emerging activities, and regulatory changes.
• Stay informed on regulatory trends and developments in the investment sector and participate in key industry activities and events.
• Develop and maintain strong relationships with internal and external business partners.

What will accelerate your success in this role

We are looking for someone who:

• Has a minimum of 8 years of relevant experience in securities law, gained in a law firm, asset management company, or financial institution.
• Is a member of the Quebec Bar or holds a license to practice law in Canada.
• Is recognized for deep expertise in Canadian securities law, including regulatory, commercial, and corporate aspects, with a specialization in investment funds and asset management (NI 31‑103).
• Excels at managing multiple priorities and working independently in a dynamic and constantly evolving environment.
• Demonstrates strong ability to simplify complex concepts for business partners and draft clear, concise documents.
• Is known for excellent interpersonal skills and the ability to collaborate effectively with multiple stakeholders.
• Has an advanced level of proficiency in French, both spoken and written.
• Has an advanced level of proficiency in English, as the role involves drafting and reviewing legal documents (80%) and holding meetings and calls (70%) with English‑speaking partners on a daily basis.

Why you'll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The possibility of working in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
• Competitive benefits: Flexible group insurance, a competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and take charge of your career, where your talent truly matters!

Not sure if you should apply?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

Location(s)

Québec, Québec

Other Possible Location(s)

Montreal, Quebec, Toronto, Ontario

Company

iA Financial Group

Posting End Date: 2026-01-09

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, Contact us here. Someone from our team will be happy to assist you with your needs.