Nina Sohi-Brar

Multi-talented Senior Manager well-versed and highly effective at developing, executing and directing key improvements to enable business enhancements and growth. Visionary leader with solid success leading business operations toward growth. Skilled Senior Manager skilled in cross-functional collaboration. Optimizes processes and communication and drive results in [Area of expertise] and [Area of expertise]. Dedicated to continuously improving professional knowledge and business operations by applying top-notch [Type] and [Type] skills.

Dear John, David and SMA Leaders; I am pleased to present my C.V. as my application for the Director, Client Solutions role. I have been a part of the Scotia Mortgage Authority family since 2010 when I joined Scotiabank as a Sr. Regional Insurance Manager for ScotiaLife Financial and recently as the Senior Manager, Client Solutions for BC & Yukon Region. In my role as a SRIM, I built relationships with SMA, the Retail & Small Business networks and Home Financing Solutions as a primary coach and resource for all things Creditor Protection. I elevated my teams to podium finishes and in my final year, earned the Best of the Best Top Individual Award within the high-performing and elite Sr. RIM team. I carried forward my sales philosophy and expertise to my CSA team-members to deliver top-notch results in my Senior Manager, Client Solutions role for the last 4 years, working again closely with my colleagues in SMA, Home Financing Solutions and Retail & Small Business to deliver a seamless, advice-based journey to our indirect mortgage customers to continue to move the customer loyalty dial. I have also supported Direct Onboarding Branches so they too can enjoy the same success and loyalty from the vast opportunities that the Indirect Mortgage channel offers, while leading Regional initiatives to promote, retain and attract Top Talent. I have met or exceeded my financial targets in all 4 years while building on my cPulse/NPS scores year over year. As at the time of this writing, my BC East team places 1st in All Canada for CA Results, Protected Balances and cPulse results of 74.5 against a branch baseline in the 60s. I bring to the SMA Senior Leadership team, rich experiences and insights from 10 years of experience in the field, understanding the perspectives of the front-line ambassadors for Scotiabank: the Client Solutions Advisors and Advisors from the Direct Onboarding branches, our Mortgage Originators: the HFAs and our Brokers….and finally, the customers they bring or return to Scotiabank. I want to drive the strategic depth of the indirect customer base by continuing to upskill to deliver meaningful and relevant advice and white glove service while influencing the delivery of key accountabilities that would further elevate customer loyalty and results. I would be elated to share with you, my thoughts and business ideas in how to increase cross-sell from the ADMC opportunities and highlighting SMA and HFS as partners of choice with the Retail distribution team. Let’s share our story together as I would be the ideal candidate for the Director, Client Solutions team to promote partnerships for the betterment of the customers, SMA and the Bank at large. Thank you in advance for your consideration, Nina Sohi-Brar Nina Sohi-Brar, MA Senior Manager, Client Solutions nina.sohibrar@scotiabank.com “I am a high-energy, empathetic leader that is #RESULTS focused by building an engaged, high-performance workforce through recognition and accountability. I coach with ferocity & agility, so my team elevates everyday.” CORE STRENGTHS Business Unit Branding Recruitment & On-Boarding Employee Engagement Guiding Key Relationships Remote Coaching Performance Management Coaching & Development Sales Leadership Presentation/Facilitation Project Management Change Management Strategic Communications PROFESSIONAL EXPERIENCE Scotiabank, Vancouver November 2016 - present Senior Manager, Client Solutions The Client Solutions team and its leaders deliver a first in class onboarding experience to our customers that are originating a mortgage from our indirect mortgage partners. We do this by welcoming customers to a value-add meeting where we customize our Advice+ conversations to their needs to win their primary banking and complex-planning to create a deeper and meaningful relationship with Scotiabank. I built the BC&Yukon Client Solutions team in 2017 and over the course of the last 4 years have recruited and trained over 44 employees to build a high-performance team which has delivered revenue and significant earnings, particularly Protected Balances for the Bank. I have evangelized a performance-based, customer-centric culture which now presents, the Client Solution Advisor as a destination role. I quickly identified training and onboarding gaps and presented and implemented solutions, building a BC CSA Onboarding Playbook to arm trainees with vital information they need to succeed in the role. Managed full-cycle recruiting and onboarding for team including cross-referrals Day to day supervision of up to 22 Mobile Advisors in Region, onboarding in excess of 16,000 mortgage customers per year. Created tactical business unit plans to ensure team delivers on measurables to acquire primary customers. Day to day coaching of the team to increase employee confidence and job satisfaction through behavioural and technical training via observational, group and individual learning Budget management of all training workshops including travel and catering expenses Developed & executed a meaningful communication plan to help create a community of excellence and continuous growth within CSS Canada and with our Partners Developed and presented influencing and persuasive workshops/presentations to team and Partners Elevated the profile of the BC&Y Client Solutions team by actively engaging in Workplace, Applause and sharing of best practices with Retail. Influenced partners in Retail, Small Business, Scotia Mortgage Authority & Home Financing Solutions to remove barriers and create efficiencies in the indirect mortgage onboarding process, prominently through COVID-19 and with referral flows Identify process and technical change to promote efficiencies, reduce administration time and increase customer-facing opportunity to grow sales Notable Accomplishments: Entrenched as a Regional Leader: Executive Member of Sustainability ERG, We4She (formerly Women in Leadership & He4She), Co-Chair: We4She Mentoring Program, Founding Executive Member of Scotia Young Professionals Successfully lowered staff turnover from 50% to 25% in less than 1.5 years. 2021: Currently placed #1 in Canada for both CA Results (157%) and cPulse (74.5), again with 80% staffing. Leading/project-managing the Single Serve Mortgage Customer Acquisition initiative in the #GrowBC mandate and developing its training materials, project/workback plan and comms. Assisted with development of the CSA and DBO modules of the HFS Onboarding training. Re-engineering the Advice+ framework for CSA specifics. In production: a series of “Know Me” videos about the Indirect Onboarding Model 2020: Achieved IPF of 140%, significantly over plan results in both cPulse and CA Results. 93% ScotiaPulse engagement index with 80% staffing and COVID-19. 2 CSAs in Top 5 in Canada including 1st Place Best of the Best National Trip Winner. 1 CSA in Top 25 and 5 more CSAs in the top 50% in Canada. 1 CSA earned the National Cultural Catalyst role. Negotiated COVID-19 safety plans with District Vice-Presidents, Regional Director, HFS and Regional VP, SMA to ensure maximum CSA meeting completion and cross-sell opportunities Developed and influenced a simplified referral flow from CSA to Branch Advisors which resulted in highest close ratio in Canada. Identified and escalated creditor insurance fulfillment issue and bug in admin systems saving the Bank $100,000s of premiums and reputational risk. 2019: Significantly over plan in Q3 and Q4 for both CA Results and cPulse. Referred $181mm in new business to the Region. 2018: Highest Viewpoint feedback score amongst peer group. Above plan results, 120% on cPulse. ScotiaLife Financial, Vancouver 2010 – 2016 Senior Regional Insurance Manager I captured the full potential for Creditor Insurance sales with Financial Advisors, Financial Solutions Specialists, Small Business Advisors, in 4 Retail Districts, Home Financing Advisors, SMA and the respective Leadership teams. I overachieved on targets each year and in 2016, I earned the Best of the Best Award – Top Individual for my superior performance. Developed and executed a regional business plan for my assigned Channels to promote insurance cross-sell through Agenda and Contact Management. Created strategic communications for District Vice Presidents and District Banking Manager and Advisor Audience Coached, trained, and motivated Retail branch & HFS sales staff by creating my own top-in-class functional and behavioral sales training to support quality protection and financial advice conversations utilizing the CEM to increase confidence and awareness of Creditor Insurance and its sustainment Delivering targeted coaching, observational coaching, case-studies and skill-build sessions Gemini Events & Management, Vancouver 2009 - 2016 Managing Partner Managing Partner of Event planning/management and media relations firm with an expertise in South Asian markets. Produced over 50 events of varying size and scale from private functions to large scale, multi-day, multi-location festivals and outdoor movie nights ($250k+ budgets). Production included all grant and proposal writing, fund-raising, talent procurement/management, all media and press relations including advertisement, oversight of creative and publications and day of management of logistics, staff and volunteers. I had the privilege of working with repeat clients year over year and have maintained my BC & Toronto media contacts and connections to date. Sorrell Financial, Vancouver 2005 - 2010 Office Manager & Inforce Specialist Managed day-to-day operations of private High Net Worth Tax & Estate Planning firm and acted as a relationship manager with various insurance carriers with respect to the inforce block of business Business development & Direct to Customer Sales: prospecting, needs analysis and client sales presentations, applications, underwriting requirements and submission of evidence RBC Life Insurance Company, Mississauga 2003 - 2005 Manager, Client Relations & Policy Loans In this newly created role, I created, developed and lead a team of relationship managers accountable for managing HNW Life complex policy administration and exception processing for any file that required an innovative out-of-box solution. In addition to the CR team, I also managed the Loans team who operated in a fast-paced, demanding and deadline-oriented environment. Recruited/selected team members to form the new cross-country and bi-lingual team. Provided training on products, procedures and develop a personal training and development plan for all staff members. Created opportunities for staff to share their learnings and experiences with each other by developing Case Clinics, roundtables and visioning exercises Responsible for budget, staffing and hiring issues, performance management & metrics Day to day management of the Investment Credit Facility/Loans Administration team by authorizing financial transactions for policy loans, Fixed Rate Policy Loans and Investment Credit Facility advances, responsible for business requirements specifications and functional specification signoff for systems projects participated in UAT and QAT for business implementations implement required financial and compliance audit controls RBC Life Insurance Company, Mississauga 2001 - 2003 Learning & Development Specialist Facilitation, curriculum planning and development of procedural, technical and internal business awareness training such as RBC University: a 5-day orientation and onboarding program delivered monthly to all new RBC Life Insurance Company employees. Subject Matter Expert on various administration platforms. Developed Compliments & Complaints, Anti-Money Laundering, technical training guides for in-house administration platform, Visioning exercises Certified to deliver Quality Service Skills, Who Moved my Cheese, Core Curriculum, AML Event management: RBC Performance ceremonies and South Asian Heritage Month events RBC Life Insurance Company, Mississauga 1997 – 2000 Inforce Illustration Specialist – Actuarial Services EDUCATION & PROFESSIONAL DEVELOPMENT Simon Fraser University: Master of Arts, Applied Legal Studies, 2007 – 2009. 3.6 GPA University of Toronto: Hons. Bachelor of Science: 1993 – 1997. Humber College: Ontario Learn Adult Education Certificate: 1999 British Columbia, LLQP: 2006. Surrendered in 2017 due to current role. Life Office Management Association (LOMA): 2001 – 2002 Fellow, Life Management Institute; Associate, Customer Service with Honours; Associate, Agency Administration with Honours; Associate, Reinsurance Administration with Honours Bank of Nova Scotia: 2010 – present Various Double Digit/Fusion Learning and iLead Courses, FACET5 TECHNICAL PROFICIENCIES MS Office, MIMS, Salesbuilder, TLS, SuccessFactors, OneNote, Workplace, Google ACTIVITIES & INTERESTS Wine-tasting, travel, reading, volunteer work, event-planning, Political Campaign planning & execution MY ADVOCATES AT SCOTIABANK Kim Gibbons, Outgoing Director, Client Solutions; Director, Mortgage Operations, CMU Tamara Van den Brink, Regional Vice-President, BC & Yukon Region Michael De Eyre, Regional Vice-President, Scotia Mortgage Authority – BC & Yukon Justin Hoddinott, Regional Director, Home Financing Solutions – BC & Yukon Kirsten Reinholz, Senior Manager, Client Solutions, BC West Kitson Wallace, Former Director Sales Enablement, ScotiaLife Financial and current Vice-President, Toronto East District Justin Dufresne, Outgoing Sr. Manager Client Solutions National Support and Investment Field Consultant, QE & O Region Patricia (Trish) Vale, Vice-President, Western Canada, Mobile Advice Team: “I have known Nina since I joined Scotiabank January 2016. Nina and I really started working together when the CSA program was launched. There was an initiative to have the CSAs and Investment Specialists work closely together. This is where I really got to see Nina in action. She and I worked together on the delivery of this strategy and execution of this initiative in BC. I found Nina to be open to ideas, participative in discussions and nothing ever fell through the cracks. She was and is a great partner to work with in regards to the two teams collaborating. Nina does a great job recognizing her team’s accomplishments and highlights her team’s collaboration successes. She sends Applauses to her team and partners and posts great stories and results on the BC Workplace. Nina is well regarded in BC. She is involved in regional initiatives outside of her role. Again, I had the opportunity to see her in action when she rolled out a mentor program in BC last year. She did a great job organizing everything and everyone. I love Nina’s positive, can-do attitude. She is a delight to work with. To this day, I find her to be one of the most supportive and collaborative leaders in BC.” John Sarkhanian, Regional Vice-President, Scotia Mortgage Authority - Prairies: “I worked with Nina from April 2018 to July 2020 in my capacity as RVP for Pacific Region with Scotia Mortgage Authority. I found Nina to be very knowledgeable and responsive and most importantly, quick to address client issues. Nina grew and managed a good team of CSA’s in BC and worked well with our team of BRMS.” Jennifer Quattrociocchi, Former Director, Client Solutions Canada, District VP- Toronto West, Regional Director, Private Banking & Wealth, Toronto Region: “Customer focused, strong people engagement and hard working!!” Kshitij Bhupendra, Sr. Branch Manager, Abbotsford: “I have known Nina for 10 years. As a SRIM, she provided my team high value skill-builds and coaching which allowed us to grow our protection results to well above CIPT plan in a very short course. As my Senior Manager, Client Solutions colleague, she is a highly engaged partner with the Branch and holds her team to high standards to deliver. The CSAs are a part of my team and our overall success.”

Title: MA, FLMI

• 4-time Best of the Best Winner

• DEI Champion
• Founder & Administrator of the CB CAFE Womens' VP+ Group Mentoring Program
• Co-Chair, We4She ERG for BC & Yukon Region
• Member of Insurance Canada's WiL and DE&I Council