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.

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.

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.

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.

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.

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.

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.

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