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Meng Sara Li Email & Phone Number

Credit Analyst @ BMO Financial Group at BMO Financial Group
Location: Burnaby, British Columbia, Canada 6 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
BMO Financial Group
Role
Credit Analyst @ BMO Financial Group
Location
Burnaby, British Columbia, Canada
Company size
42056 employees

Who is Meng Sara Li? Overview

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Quick answer

Meng Sara Li is listed as Credit Analyst @ BMO Financial Group at BMO Financial Group, a company with 42056 employees, based in Burnaby, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Meng Sara Li.

Meng Sara Li previously worked as Credit Analyst Business Banking at Bmo Financial Group and Analyst, Underwriting at Cibc. Meng Sara Li holds Bachelor’S Degree, Economics from University Of Waterloo.

Company email context

Email format at BMO Financial Group

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BMO Financial Group

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Profile bio

About Meng Sara Li

● Knowledge of stock market, future and option market, international finance and cost benefit analysis● Familiar with capital budgeting, dividend discount and capital asset pricing models● Proficient in Microsoft Word, Excel (pivot tables, VBA), PowerPoint● Experience with Python, R, and SQL● Native proficiency with Mandarin [bilingual]● Strong communication, interpersonal and time management skills

Listed skills include Leadership, Banking, Public Speaking, Human Resources, and 31 others.

Current workplace

Meng Sara Li's current company

Company context helps verify the profile and gives searchers a useful next step.

BMO Financial Group
Bmo Financial Group
Credit Analyst @ BMO Financial Group
toronto, ontario, canada
Website
bmo.com
Employees
42056
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Company profile
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6 roles

Meng Sara Li work experience

A career timeline built from the work history available for this profile.

Credit Analyst Business Banking

Current
Bmo Financial Group

Burnaby, British Columbia, Canada

Mar 2022 - Present

Analyst, Underwriting

Cibc

Vancouver, British Columbia, Canada

Feb 2021 - Mar 2022

Senior Financial Advisor

Scotiabank

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
  • Interview clients to discover their insurance coverage, time horizon, financial objectives, risk tolerance and other related information to develop a tailored financial plan
Jul 2019 - Feb 2021

Financial Advisor 5

Scotiabank

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
Aug 2018 - Jul 2019

Financial Advisor 4

Scotiabank

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

Mar 2017 - Aug 2018

Customer Service Representative

Bmo Financial Group

North Vancouver Main Office

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

Dec 2016 - Mar 2017
Team & coworkers

Colleagues at BMO Financial Group

Other employees you can reach at bmo.com. View company contacts for 42056 employees →

KC Kenny Choo, Cams, Fis Kenny Choo, Cams, Fis Colleague at Bmo Financial Group Markham, Ontario, Canada, Canada View → KL Kennedy Littlewolfe Kennedy Littlewolfe Colleague at Bmo Financial Group Kelowna, British Columbia, Canada, Canada View → KC Kassoum Coulibaly Kassoum Coulibaly Colleague at Bmo Financial Group Greater Ottawa Metropolitan Area, Canada View → AS Andrew Smith Andrew Smith Colleague at Bmo Financial Group Trenton, Ontario, Canada, Canada View → LK Lee, Kenneth Lee, Kenneth Colleague at Bmo Financial Group Toronto, Ontario, Canada, Canada View → MT Moses Tsado Moses Tsado Colleague at Bmo Financial Group Greater Houston, United States View → GW Grace Wu Grace Wu Colleague at Bmo Financial Group Mississauga, Ontario, Canada, Canada View → RK Reshad Khan Reshad Khan Colleague at Bmo Financial Group Canada, Canada View → SL Sherry Liu Sherry Liu Colleague at Bmo Financial Group Langley, British Columbia, Canada, Canada View → LG Leslie Gutierrez Leslie Gutierrez Colleague at Bmo Financial Group Central Luzon, Philippines, Philippines View →
3 education records

Meng Sara Li education

Bachelor’S Degree, Economics

University Of Waterloo

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

Canadian Securities Courses (Csc)

Canadian Securities Institute

Rfra

Cifp
FAQ

Frequently asked questions about Meng Sara Li

Quick answers generated from the profile data available on this page.

What company does Meng Sara Li work for?

Meng Sara Li works for BMO Financial Group.

What is Meng Sara Li's role at BMO Financial Group?

Meng Sara Li is listed as Credit Analyst @ BMO Financial Group at BMO Financial Group.

Where is Meng Sara Li based?

Meng Sara Li is based in Burnaby, British Columbia, Canada while working with BMO Financial Group.

What companies has Meng Sara Li worked for?

Meng Sara Li has worked for Bmo Financial Group, Cibc, and Scotiabank.

Who are Meng Sara Li's colleagues at BMO Financial Group?

Meng Sara Li's colleagues at BMO Financial Group include Kenny Choo, Cams, Fis, Kennedy Littlewolfe, Kassoum Coulibaly, Andrew Smith, and Lee, Kenneth.

How can I contact Meng Sara Li?

You can use AeroLeads to view verified contact signals for Meng Sara Li at BMO Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Meng Sara Li attend?

Meng Sara Li holds Bachelor’S Degree, Economics from University Of Waterloo.

What skills is Meng Sara Li known for?

Meng Sara Li is listed with skills including Leadership, Banking, Public Speaking, Human Resources, Retirement Planning, Sales, Microsoft Powerpoint, and Cross Selling.

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