Investment Services Representative
Current
Jun 2024 - Present
AeroLeads people directory · profile
Eric Li Email & Phone Number
Investment Services Representative at RBC Direct Investing | CFA L1 Candidate
at
RBC Direct Investing
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Investment Services Representative at RBC Direct Investing | CFA L1 Candidate
Location
Greater Montreal Metropolitan Area, Canada
Company size
Who is Eric Li? Overview
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Quick answer
Eric Li is listed as Investment Services Representative at RBC Direct Investing | CFA L1 Candidate at RBC Direct Investing, a with 242 employees, based in Greater Montreal Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Eric Li.
Eric Li previously worked as Investment Services Representative at Rbc Direct Investing and Customer Services Representative at Rbc Direct Investing. Eric Li holds Bachelor Of Commerce - Bcom, Finance from Concordia University.
Company email context
Email format at RBC Direct Investing
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RBC Direct Investing
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Profile bio
About Eric Li
An enthusiastic and goal-oriented Investment Professional with strong interest in equity market and wealth management, passionate about helping clients to build their wealth and gain financial confidence with good relationship management and extensive investment knowledge.Bachelor’s degree in FinanceCanadian Securities Course (CSC)Conduct and Practice Handbook (CPH)Proficiency in SQL, VBA, Python, R, Power BI, Power Query and Microsoft Office Suite.Pursuing CFAEffective communication skills and language proficiency in English(Fluent), Mandarin(Naive), and French(Intermediate)Strong knowledge in Project and Process Management Detail oriented with strong logical, analytical, and critical thinking; work well in a fast-paced environment; A team player and self-starter
Listed skills include Microsoft Word, 领导力, 团队合作, Microsoft Powerpoint, and 1 others.
Current workplace
Eric Li's current company
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Rbc Direct Investing
4 roles
Eric Li work experience
A career timeline built from the work history available for this profile.
Customer Services Representative
Apr 2024 - Jun 2024
Jun 2023 - Apr 2024
Project Manager
Sep 2019 - Aug 2022
Team & coworkers
Colleagues at RBC Direct Investing
Other employees you can reach at rbcdirectinvesting.com. View company contacts for 242 employees →
WI
Warda Iqbal
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
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MK
Maninder Kaur Bhambra.
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
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SN
Samer Nusier
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
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NS
Nandita Sewgobind
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
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LF
Leigh Felesky
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
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DS
Davin Singh
Colleague at Rbc Direct InvestingCambridge, Ontario, Canada
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EG
Echo Gu
Colleague at Rbc Direct InvestingCanada
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VA
Valerie Abel
Colleague at Rbc Direct InvestingGreater Toronto Area, Canada
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AG
Agaadh Gulyani
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
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SJ
Shane J.
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
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Warda Iqbal
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
View →
MK
Maninder Kaur Bhambra.
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
View →
SN
Samer Nusier
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
View →
NS
Nandita Sewgobind
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
View →
LF
Leigh Felesky
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
View →
DS
Davin Singh
Colleague at Rbc Direct InvestingCambridge, Ontario, Canada
View →
EG
Echo Gu
Colleague at Rbc Direct InvestingCanada
View →
VA
Valerie Abel
Colleague at Rbc Direct InvestingGreater Toronto Area, Canada
View →
AG
Agaadh Gulyani
Colleague at Rbc Direct InvestingToronto, Ontario, Canada
View →
SJ
Shane J.
Colleague at Rbc Direct InvestingMississauga, Ontario, Canada
View →
2 education records
Eric Li education
Bachelor Of Commerce - Bcom, Finance
Education record
Lillian Osborne High School
FAQ
Frequently asked questions about Eric Li
Quick answers generated from the profile data available on this page.
What company does Eric Li work for?
Eric Li works for RBC Direct Investing.
What is Eric Li's role at RBC Direct Investing?
Eric Li is listed as Investment Services Representative at RBC Direct Investing | CFA L1 Candidate at RBC Direct Investing.
Where is Eric Li based?
Eric Li is based in Greater Montreal Metropolitan Area, Canada while working with RBC Direct Investing.
What companies has Eric Li worked for?
Eric Li has worked for Rbc Direct Investing, Hsbc, and Enviropass.
Who are Eric Li's colleagues at RBC Direct Investing?
Eric Li's colleagues at RBC Direct Investing include Warda Iqbal, Maninder Kaur Bhambra., Samer Nusier, Nandita Sewgobind, and Leigh Felesky.
How can I contact Eric Li?
You can use AeroLeads to view verified contact signals for Eric Li at RBC Direct Investing, including work email, phone, and LinkedIn data when available.
What schools did Eric Li attend?
Eric Li holds Bachelor Of Commerce - Bcom, Finance from Concordia University.
What skills is Eric Li known for?
Eric Li is listed with skills including Microsoft Word, 领导力, 团队合作, Microsoft Powerpoint, and 3D Modeling.
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