Associate, Private Client

November 28 2024
Industries Legal
Categories Family, Human rights, Wills, Trust, Estates,
Montreal, QC • Full time

Associate, Private Client

Davies is a leading Canadian business law firm focused on high-stakes matters. Tackling their clients' issues with clarity and efficiency, they are at the heart of the most complex deals and cases. With offices in Toronto, Montréal and New York, the firm's capabilities extend across borders.

The firm is now seeking a trusts and estate planning lawyer with 3+ years of comparable experience to join its Private Client team. Today's high-net-worth individuals and family offices face increasing complexities when planning for the preservation, transfer and expansion of wealth, often in a cross-border or international context. Clients rely on Davies to provide creative, customized trusts, tax and estate planning advice to address structurally complex and personally sensitive matters.

In this role you will undertake challenging work advising high-net-worth private individuals, family offices and private companies on strategic matters including all types of private wealth trusts, commercial trusts, estate planning structures, structures to effect charitable and philanthropic giving, trusts and fiduciary arrangements. We are looking for a candidate with experience in a high-calibre private client, family office and/or trusts and estate practice acquired at a national law firm, accounting firm or specialized boutique law firm. The right candidate has a commitment to exceeding client expectations, enjoys intellectual challenges and finding creative solutions for clients, as well as the ability to efficiently manage multiple projects simultaneously. Professionalism, excellent written and oral communication skills, judgment and diplomacy will be essential. We are looking for someone with the following qualifications:

  • Experience structuring and drafting trusts, wills and powers of attorney
  • Experience with reorganizations undertaken for strategic tax and succession planning purposes
  • Familiarity with cross-border issues and post-mortem estate and tax planning is an asset
  • Candidates must be a member of the Québec bar; STEP membership will be considered an asset

In return, you will receive strong mentorship and support and gain exposure to high-end work to develop your skills and expertise in this space. You will be part of the highly collaborative team from day one.

To apply, please email your resumé and cover letter to Nanci Ship, Chief Legal Talent and Culture Officer, at nship@dwpv.com.

We thank all applicants for their interest; however, only those selected for further consideration will be contacted. Davies Ward Phillips & Vineberg LLP is committed to providing a work environment that is diverse, inclusive and accessible to applicants and firm members with disabilities. If you require accommodation at any time during the recruitment process, please let us know.

Apply now!

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