Meng Sara Li Email & Phone Number

Burnaby, British Columbia, Canada

Vancouver, British Columbia, Canada

Burnaby

• Evaluate and assessing risk to approve unsecured and secured credit product such as credit cards, Overdraft protections, and line of credit for customers• Identify new sales and referral opportunities for prospect and existing clients through analyzing their needs• Evaluate client’s ability to repay mortgage and assist clients to structure equity plan• Prepare and assist legal department to set up Power of Attorney, and Estate accounts • Interview clients… Show more • Evaluate and assessing risk to approve unsecured and secured credit product such as credit cards, Overdraft protections, and line of credit for customers• Identify new sales and referral opportunities for prospect and existing clients through analyzing their needs• Evaluate client’s ability to repay mortgage and assist clients to structure equity plan• Prepare and assist legal department to set up Power of Attorney, and Estate accounts • Interview clients to discover their insurance coverage, time horizon, financial objectives, risk tolerance and other related information to develop a tailored financial plan• Provide high quality advice, across full range of investment and credit products and services• top advisor quarter over quarter Show less

Burnaby Main Branch

• Top advisor in Q1 and Q2 2019 with healthy business mix with YTD160%• Top 10% performing advisors for BC/Yukon region in Q2 and Q3 2018• Trained supporting staff including junior financial advisors• Liaise with charity organization Big Brother and United Way inrunning fundraising event

Burnaby Main Branch

Top 10%/25% performing advisor for BC/Yukon region in Q2 and Q3 2018Prepare mortgage packages and ensure closing process is completed on time.Liaise with charity organizations in running fundraising event

North Vancouver Main Office

Provide exceptional customer service and identify opportunities to refer likely clients to FSMs

Bachelor’S Degree, Economics

Activities and Societies: Entrance Scholarship; University of Waterloo Federation of Students, Food Bank Office Assistant; University.

Canadian Securities Courses (Csc)

Rfra