Kelly Li work email
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Kelly Li personal email
Kelly Li is a General Manager at CIBC at CIBC. They possess expertise in wealth management, financial services, financial analysis, banking, retail banking. They is proficient in English and Mandarin Chinese.
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General ManagerCibc 2016 - Present- Lead and coach many successful teams of high performing financial professionals including MFDA and IIROC senior financial planners and advisors working towards a shared goal with a focus on business growth, delivering exceptional client experience, and business consolidation.- Responsible for whole banking centre’s operation and risk management while managing team performance, coach to team’s capability and career development.- Multiple Achiever Winners -
Manager Of Financial Advice & Manager Of Client ExperienceCibc 2014 - 2016- Lead and coach a successful financial services team. Foster a positive, collaborative and productive working environment.- Lead by example on deepen client relationships and meet client financial needs while providing a high standard of customer service. - Mutual Fund Compliance and District main branch operation management
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Senior Financial Advisor (Iiroc)Cibc 2012 - 2014- Manage and Develop high net worth clientele with complex financial needs. Build and implement comprehensive financial plans involving Cash Management, Investment Planning, Credit Planning and Estate planning. - Provide dedicated relationship management, complex financial services, and exceptional client service. - Work collaboratively with different partners and colleagues with active community involvement.- Ranked top quartile and top decile nationally.
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Senior Financial Services RepresentativeCibc 2007 - 2012- Build relationships with personal and business clients, understand their goals, provide tailored financial solutions which enable their financial success. - Consistently exceeding national sales and activity expectation. Multiple Achiever Winners and National VIP Club Recognitions
Kelly Li Skills
Kelly Li Education Details
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Bachelor Of Commerce (Bcom)
Frequently Asked Questions about Kelly Li
What company does Kelly Li work for?
Kelly Li works for Cibc
What is Kelly Li's role at the current company?
Kelly Li's current role is General Manager at CIBC.
What is Kelly Li's email address?
Kelly Li's email address is ke****@****ibc.com
What schools did Kelly Li attend?
Kelly Li attended University Of Victoria.
What skills is Kelly Li known for?
Kelly Li has skills like Wealth Management, Financial Services, Financial Analysis, Banking, Retail Banking.
Who are Kelly Li's colleagues?
Kelly Li's colleagues are Samaneh Sigarchi, Jean-Eudes Gauvin Labissiere, B.a.a., Aleyda C., Tanya Lumsden, Natasha Lewis, Nili Tock, Ravin Paul.
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2gmail.com, toyota.ca
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