Wealth Associates will be supported in their development through the Wealth Associate Advancement Program (WAAP) and by working closely with Market Leads, Portfolio Managers and Associate Portfolio Managers as active hands-on engagement in the delivery of the SJF and Scotia Wealth offering. The WAAP is designed to provide technical and readiness training to Wealth Associates to support their in-role development. This oversight will include formal performance coaching, business plan development and determination of best approach in supporting Relationship Managers in the overall management of their book of business.

As the Wealth Associate progresses, he/she will be assigned primary relationship management responsibilities, for specified clients on achievement of milestones associated with their personalized development plan, and under supervision of the Market Lead.

The Wealth

Associate will, in these instances, partner with a SJF registrant who is part of our in-house Team of Experts (Central Registrant & Investment Advisory) to manage client relationships and to deliver an optimal client experience. As the Wealth Associate gains in-field experience, they will begin to work with Scotia Wealth partners to deliver the comprehensive Scotia Wealth Management offering.

The Wealth

Associate role is a growth oriented and entry-level position, suitable for individuals who expect to advance their career and obtain registrant status with an appropriate provincial regulator. Individuals in this role will be supported through hands-on learning, professional skills and knowledge development, and accreditation of required designations (CIM, CFA, CFP).

The Wealth

Associate understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted follow internal policies and procedures and gain a thorough knowledge of permissible activities under the regulatory environment.



Ensure a comprehensive understanding of SJF’s value proposition in relation to client’s financial needs, risk tolerance, and long- term objectives Support Market Lead & Relationship Managers with the analysis of a book of business (portfolio of clients), development of business development strategies for market supported by Wealth Associate, and participation in initiatives to raise the business’ brand, presence and profile in-market.

Client

Service & Relationship Management Work collaboratively with the Market Leads, assigned Relationship Managers and administrators to satisfy Client needs. Respond to client inquiries & servicing needs in a timely, responsive and approachable manner demonstrating professionalism, emotional intelligence, and effective interpersonal skills in all interactions. Proactively identify strategies to address client needs and discuss them with CRIA, the Market Lead and the Relationship Manager(s), including escalations that require immediate attention.

Review processes and provide recommendations to improve the client experience and enhance delivery effectiveness with business plan to manage sales activity, including pipeline management and revenue forecasting, referral source development and overall business growth, in alignment with the firm’s established practices with executing prospecting plans to develop a healthy pipeline that will see prospects transition to becoming SJF clients, using Salesforce to maintain accurate records (pipeline and client information) with preparing final draft of client portfolio reports, presentation materials, proposals,



meeting agendas and other materials supporting client meetings for the Relationship Manager with maintaining a solid understanding of client needs and objectives to identify opportunities to expand the relationship across the Scotia Wealth offering with business planning practices to manage activities that grow the business through lead identification, prospect development and existing client relationships with managing event-based marketing programs, including development, approvals and implementation of seminars, branch presentations, workshops both with internal partners and externally (e.g., work with the Market Leads and Relationship Managers to develop and distribute client communication and marketing materials Maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti- Money Laundering, Anti-Terrorist Financing, FCAC, Know your Client, Occupational Health & Safety and Guidelines for Business Conduct Participating in all aspects of compliance and the identification of actions or changes in policy and/or procedures in order to remediate non-compliance in the business. Minimize the Bank’s overall exposure to risk Support the Portfolio Managers and Associate Portfolio Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite Adhere to bank and firm standards, policies and business practices to ensure that SJF is meeting the appropriate regulatory and compliance requirements as they relate to both current and existing accounts This program is customized and built to help you advance your career, with clearly defined criteria and timely tracking of success to progress within the role and further into the SJF business. Meeting defined performance thresholds

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