Legal Counsel - Finance and AI Innovation

Job summary

Draft, negotiate, and review financing agreements and related security documents, and advise on syndicated lending, bilateral trade finance, and cross-border transactions, primarily involving the United States. Collaborate with business, risk, compliance, and New York legal teams, oversee outside counsel, and develop and validate AI workflows for financing document review.

Job details

Legal Counsel – Finance and AI Innovation Montréal, Québec | Hybrid | Permanent, full-time Only candidates legally eligible to work in Canada without the need for visa sponsorship will be contacted About the Role We’re seeking a Legal Counsel to advise business teams on corporate lending and international trade finance. Approximately 75% of the work involves U.S. transactions, with close collaboration with the New York legal team. You’ll also support Canadian transactions and help bring practical AI workflows into the legal function. What you’ll do Draft, negotiate and review credit agreements, commitment letters, security documents and guarantees. Advise on syndicated lending and bilateral trade finance facilities, including those involving letters of credit. Work with business, risk and compliance teams and oversee outside counsel on assigned matters. Develop and test prompts on an internal AI platform to streamline financing document review. Validate the outputs and share workflows with colleagues in Montréal and New York. What you’ll bring A law degree and admission to the Québec Bar, the Law Society of Ontario or the New York State Bar. Dual Canadian and New York admission is an asset. At least five years of transactional banking and finance legal experience in a law firm or in-house, with direct experience in syndicated lending, credit agreements and trade finance involving letters of credit. Cross-border financing experience, including U.S. transactions and working with New York teams. The ability to own transactions, give practical legal advice and collaborate across teams. You’re curious about using AI in legal practice and willing to test and share what works. Spoken and written English is required to negotiate and review U.S. transaction documents and work with legal and business teams in New York. French is an asset. To apply, submit your résumé through LinkedIn. If possible, briefly highlight the types of financing transactions you’ve handled. Conseiller ou conseillère juridique – Financement et innovation en IA Montréal, Québec | Hybride | Poste permanent à temps plein Nous recherchons un conseiller juridique ou une conseillère juridique pour accompagner les équipes d’affaires dans leurs opérations de crédit aux entreprises et de financement du commerce international. Environ 75 % des dossiers concernent des opérations américaines, en étroite collaboration avec l’équipe juridique de New York. Le poste couvre aussi des opérations canadiennes et offre l’occasion d’intégrer l’IA à la pratique juridique. Vos responsabilités Rédiger, négocier et réviser des conventions de crédit, des lettres d’engagement, des documents de sûreté et des garanties. Conseiller les équipes sur des prêts syndiqués et des facilités bilatérales de financement du commerce, notamment celles qui comportent des lettres de crédit. Collaborer avec les équipes d’affaires, de gestion des risques et de conformité, et superviser le travail des conseillers juridiques externes. Concevoir et tester des instructions pour l’outil d’IA interne afin de simplifier la révision des documents de financement. Vérifier les résultats et partager les méthodes de travail avec les équipes de Montréal et de New York. Votre profil Diplôme en droit et admission au Barreau du Québec, au Barreau de l’Ontario ou au barreau de l’État de New York. Une double admission au Canada et à New York constitue un atout. Au moins cinq ans d’expérience juridique transactionnelle en financement bancaire, en cabinet ou en entreprise. Vous avez travaillé directement sur des prêts syndiqués, des conventions de crédit et des opérations de financement du commerce comportant des lettres de crédit. Expérience en financement transfrontalier, notamment sur des opérations américaines et avec des équipes à New York. Autonomie dans la gestion des dossiers, capacité à donner des conseils pratiques et intérêt pour l’utilisation de l’IA en pratique juridique. L’anglais oral et écrit est requis pour négocier et réviser les documents liés aux opérations américaines et collaborer avec les équipes juridiques et d’affaires de New York. Le français constitue un atout. Pour postuler, transmettez votre CV sur LinkedIn. Indiquez, si possible, les types d’opérations de financement que vous avez pris en charge. PlanIT is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided based on qualifications, merit, and business needs. Disclosure: This posting represents an active and genuine vacancy with one of Plan IT’s clients and is not intended for speculative or pipeline recruitment. Plan IT and/or its clients may use AI-assisted tools from time to time to support the screening and evaluation of applications; however, these tools do not replace human judgment or decision-making at any stage of the hiring process.

What you’ll do

Draft, negotiate, and review financing agreements and related security documents, and advise on syndicated lending, bilateral trade finance, and cross-border transactions, primarily involving the United States. Collaborate with business, risk, compliance, and New York legal teams, oversee outside counsel, and develop and validate AI workflows for financing document review.

Requirements

Requires a law degree, admission to the Québec, Ontario, or New York bar, and at least five years of transactional banking and finance legal experience. Candidates need direct experience with syndicated lending, credit agreements, letters of credit, and cross-border U.S. transactions; English is required, while French and dual Canadian–New York bar admission are assets.

Listed skills

• Teams · Preferred
• Compliance · Preferred
• English · Preferred
• French · Preferred
• Time · Preferred
• Collaboration · Preferred
• Autonomie · Preferred
• Decision Making · Preferred
• Pipeline · Preferred
• Évaluation · Preferred
• Organization · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Transactional Banking And Finance
• Syndicated Lending
• Credit Agreements
• Trade Finance
• Letters Of Credit
• Cross-Border Financing
• U.S. Transactions
• Contract Drafting And Negotiation
• Security Documents And Guarantees
• Legal Advice
• Transaction Management
• Outside Counsel Oversight
• Risk And Compliance Collaboration
• AI Prompt Development
• Financing Document Review
• English Communication

Job areas

• Legal
• Finance & Accounting
• Technology

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