Mark Li Email & Phone Number

Toronto, Ontario, Canada

Winner of CIBC ONE MILLIONAIRE’S CLUB for AFA - Top 5% in the Ontario East Region - Managed Investment Net Sales and Regular Investment Plans

Toronto, Ontario, Canada

1. Winner of CIBC ONE MILLIONAIRE’S CLUB 1st 120 Day of Fiscal 2024 - Top 7 in the Ontario East Region (among over 480 FSRs) and Top 5 in Richmond Hill Market in Managed Investment Gross sales and Regular Investment Plans2. Helped people achieve their financial ambitions daily by leveraging comprehensive Financial Planning Approach - to meet their cash management, investment, retirement planning, credit, and wealth protection needs

Toronto, Ontario, Canada

I received 10+ department-wide recognitions from the leadership team for providing exemplary client service, as a member of this award-winning team. (Questrade has been awarded the 2022 DALBAR Seal of Service Excellence for best-in-class Telephone Service, for five straight years in a row). My achievements include: - Built trustworthy client relationships by delivering exemplary client service and maintained >90% client satisfaction rate daily by managing multiple inbound/outbound client support channels (phone, email, live chat) - Assisted with the sales team to acquire and onboard prospects including High Net Worth clients (>$1M in total equity) for opening self-directed or Questwealth Managed accounts, and responded to their funding requests - Resolved in-depth trading inquiries of equities, mutual funds, and options for both personal and corporate accounts - Liaised with various teams (Sales, Trade Desk, Compliance, Risk) to rectify internal investigations; improved administrative productivity by 20% - Applied risk management processes such as AML/ATF KYC, ensured regulatory compliance, and safeguarded clients’ assets- Troubleshooted various technical issues for Questrade products, messages affecting connectivity, and routing or order flow; created tickets and accurately recorded, sorted and maintained track of problems and resolution steps

Toronto, Ontario, Canada

Successfully completed 10 weeks of Infosys training programs:- Developed code and documented roadmaps to ensure that outputs matched the given project specifications and SLAs (Java, Spring and Angular Frameworks, Agile, and Database Management System using SQL) during the training program- Performed defined testing processes (functional, integration, system, user experience) based on project plans

Toronto, On, Canada

DucMeta is an award-winning sales and marketing company that specializes in B2B direct marketing. My accomplishments include: - Identified opportunities with needs-based assessments, delivered tailored proposals and presentations leading to 33% increased sales- Improved the lead prospecting process and built client relationships by managing end-to-end Salesforce CRM system- Exceeded monthly quota requirements and KPIs by 20% via direct sales, emailing companies, and outbound cold calling - Facilitated digital transformations by connecting clients to next-generation payment solutions reducing their POS costs by 35%

Toronto, Ontario, Canada

LL BrandLab is a Toronto based boutique creative agency providing full service in branding and marketing to small and medium size businesses. - Guided and optimized the digital marketing strategy and PR communications with cross-functional business stakeholders - Recommended strategies for a startup delivery firm by penetrating the same-day delivery market, leading to 75% user increase- Conducted SEO and email marketing campaigns for a financial service firm; increased revenue by 17%

Toronto, Ontario, Canada

- Spearheaded primary research process to contact and interview Purolator’s regional and national competitors - Assessed Purolator’s potential to penetrate the healthcare vertical understanding its competitive position among Canadian shippers- Recommended strategies for managing a Canadian healthcare logistics business based on a 5-year implementation plan- Presented to the Senior Product Manager of Purolator; recommendations were highly valued and taken into considerations

Toronto, Ontario, Canada

- Created an online presence via WeChat and Instagram campaigns, leading to a 30% increase in Mandarin-speaking clients- Suggested adding Alipay Pay and WeChat Pay as additional payment methods, leading to improved satisfaction feedback- Implemented long-term social media marketing campaigns; the future client base is estimated to grow by 15%

Toronto, Ontario, Canada

· Achieved and outperformed the sales target by 15% in the fall/winter season with proven effective sales skills and communication strategies with clients· Personalized the customer service for each different client based on their needs and feedback, and maintained strong relationship with over 20+ customers· Presented to sales specialist team and store manager on my customized sales strategies towards different type of clients based on their profession and interests; they were well complimented and promoted

Chengdu, Sichuan, China

- Assisted mortgage managers in preparing running housing mortgage client meetings for 150+ clients- Reduced the credit risk by handling credit checks on applicants’ income level, collateral value, and credit reports- Investigated and solved client inquiries regarding housing mortgages via client meetings and handled inbound calls

Bachelor Of Commerce - Bcom, Management Specialist, Finance Focus, Economics Minor

Activities and Societies: * Passionate in public speaking! Gave 20+ professional presentations and speeches in classes and student clubs.

Bachelor Of Commerce - Bcom, Management Specialist, Finance Focus, Economics Minor