The WMC serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (“SWM”), and actively pursues wealth management opportunities among existing customers (excludes existing clients in SWM). Targeting the High Net Worth clients and Ultra-High Net Worth client segments, the WMC understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Protection and Philanthropic services among other available wealth solutions. The WMC targets existing bank clients who are considered to be in the High Net Worth customer segments as defined by referral arrangements between Scotia Wealth Management business lines and Bank Partners typically defined as having investable assets of $1,000,000 or more (however consideration can be made for clients with investable assets greater than $500,000 where complexity in Wealth solutions is evident).

Attract referrals by educating Retail Bank partners, chance spotting with these partners and serving as the single point of contact for referrals from Canadian Banking into Scotia Wealth Management by: Building extensive networks of relationships in the Retail Branches Acting as the key field resource for the Retail Branch, consulting on SWM client opportunities/identification and jointly reviewing client lists to identify existing customers as prospective SWM clients Working closely with the Financial Advisor, Small Business Advisor and Branch Manager in all assigned branches with education and coaching on wealth offering and value proposition via skill builds and one-on-one coaching Jointly with retail partners, organizing and delivering SWM client seminars and presentations, with representation from SWM partners in Private Investment Counsel, ScotiaMcLeod,



Private Banking and Scotiatrust Providing timely communication on the status of all referred clients and ensuring recognition is provided to referral partners on all SWM closed business results Providing consistent coverage for District area Branches and contributing to the District’s sales goals and objectives through effective liaison with other Bank partners (IS, HFA, IFC), SWM partners and the WMBD National Office Enhance the client experience with fast and effective teaming by facilitating a seamless transition of the HNW’s client relationship from the Retail Bank to the Lead Relationship Manager within SWM by: Following the defined process and making recommendations, through discussions with the Client Solutions Market Director or National Office, to determine the LRM(i.e.

Portfolio

Manager, Private Banker, Trust Officer, Wealth Advisor, etc.) Facilitating the introduction of the LRM to the client and coordinating a session with the appropriate Scotia Wealth Management specialists to address the pertinent areas identified during the initial client needs assessment Ensuring an exceptional client experience from client needs assessment with Retail partner to the introduction and immediate transition of the relationship of the LRM , promoting the “Enriched Thinking” value proposition and addressing the holistic total wealth offering Contribute to the effective functioning of the Scotia Wealth Management team by: Building effective working relationships across the team and with various business line and corporate function contacts Participating actively in team learning development activities Maintaining a high level of customer service,



including alignment to the Customer Experience Model Actively share knowledge and experience to enhance the development of all team members. Superior relationship building skills Sales-driven mindset and ability to coach peers to identify, pursue and refer new business opportunities Strong presentation skills (including use of technology), ability to think and respond quickly, and able to adapt to change within a rapidly growing and complex area of personal financial services An in-depth understanding of affluent client’s financial service needs from wealth accumulation through preservation A good knowledge and understanding of multi-need financial planning Knowledge of Personal Trust services such as Wills, Estate Planning, Executor and Trustee Services, Trusts and Agency Services including Off-Shore Trusts Strong knowledge and understanding of investment and credit products and services Knowledge of Wealth Management industry, our competitors and their products and services, including market/customer segmentations and trends Scotiabank is a leading bank in the Americas.

Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

📌 Wealth Management Consultant, Wealth Management Partnerships - Hamilton (Canada)
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