• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients • Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. • Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients • Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive. • Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness. • Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. • An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions. • Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. • This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans. • Effectively coordinate with advisory team and various EPW stakeholders for client-related requests. • Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources. • Travel required to meet with clients face-to-face and build strong relationships.

• As a Surrogate Engagement Advisor, you’ll be the first connection a potential surrogate has with ConceiveAbilities • Create a warm, welcoming space where candidates feel supported, heard, and empowered • Guide introductory calls focusing on the surrogate applicant's story, motivations, and questions • Assess candidacy while inspiring confidence and offering encouragement • Build strong, trust-based relationships integral to ConceiveAbilities' mission • Manage a calendar to accommodate 12 introductory calls • Serve as the primary point of contact for surrogate applicants • Maintain accurate profiles for each surrogate candidate in the CRM system • Establish communication expectations and offer guidance • Communicate respectfully and empathetically with applicants when unable to move forward

• Perform PURE 360 Risk assessments by evaluating complex and varied property conditions across regions, construction types, and environmental factors, assessing risk exposure. • Analyze and interpret findings to assess loss probability and severity, using professional judgment to determine appropriate recommendations. • Recommend loss prevention strategies by identifying practical solutions and prioritizing actions based on risk impact. • Using professional judgment, technical expertise, and discretion, this role assesses property conditions, evaluates replacement cost considerations, identifies material risk factors, and determines the significance of exposures that may affect underwriting decisions, loss potential, and business operations. • Partner with Underwriting and internal stakeholders to provide insight that supports risk selection and business decisions. • Evaluate unique site conditions and risk factors by applying technical knowledge and experience to geographic and peril-specific scenarios. • Operate independently in the field with flexibility in approach and execution, adapting methods based on property-specific conditions. • Communicate assessment results and recommendations clearly, including the rationale behind decisions and potential risk implications. • Serve as a trusted representative of the PURE brand in members’ homes, building credibility through thoughtful, knowledgeable engagement while bringing humility, professionalism, and genuine care to every interaction – delivering a service experience that reflects our commitment to excellence.

• Lead government relations in Ontario and contribute to federal government relations through management of relationships, development and execution of GR plans and related materials, identification and management of issues, and research and development of policy. • Develop plans, briefing notes, and position papers for key issues, initiatives, or opportunities. • Collaborate with government and other stakeholders to develop policy options and inform policy development. • Provide strategic counsel and support to senior company leaders across a wide range of businesses and issues. • Collaborate with internal and external business partners and associations on key issues and opportunities. • Work collaboratively as a member of the government relations team and support Director of Government Relations on key files as required.