Jeffrey Li, CIM

Jeffrey Li, CIM

Followers of Jeffrey Li, CIM2000 followers
location of Jeffrey Li, CIMToronto, Ontario, Canada

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  • Timeline

  • About me

    Vice President, Intermediary at T. Rowe Price

  • Education

    • Rotman Commerce University of Toronto

      -
      Specializing Finance and Economics
    • University of Toronto Schools

      2007 - 2011
      B.Comm Finance and Economics
    • University of Toronto - New College

      2007 - 2011
      B.Comm Finance and Economics
  • Experience

    • TD

      Aug 2011 - Mar 2014
      • Financial Planning Associate

        Jul 2012 - Mar 2014
      • Customer Service Representative

        Aug 2011 - Aug 2012
    • Fidelity Canada

      Mar 2014 - May 2018
      Business Development Manager (Inside Wholesaler)

      Working in partnership with a District Vice President, the Business Development Manager proactively markets and solicits the sale of mutual funds through different investment channels such as Investment Advisors and Financial Planners. Responsibilities of the Business Development Manager includes; being the primary contact between advisors and Fidelity, uncovering sales opportunities, providing in-depth knowledge of financial markets, tailoring mutual fund portfolios, and maintaining superior sales support and service by contacting Advisors regularly. I was selected out of a large group of participants to participate in Fidelity's Wholesaler Development Program (WDP). I graduated from the seven month program in September 2015. 2015 Environics Advisor Perception Report- Rank: 1st Quartile2016 Environics Advisor Perception Report- Rank: 1st Quartile 2017 Environics Advisor Perception Report- Rank: 1st Quartile (#3 Nationally) Show less

    • TD Asset Management

      May 2018 - Apr 2024
      Regional Vice President, Advisor Distribution

      As a Regional Vice President at TDAM, I work with financial advisors to help them build and grow asuccessful practice. I do this by developing a thorough understanding of their investment, businessdevelopment and service needs. In my role I deliver on the TDAM promise to provide advisors with credible, timely information and impactful tools to help strengthen advisor client relationships through all market conditions.

    • T. Rowe Price Canada

      Apr 2024 - now
      Vice President - Intermediary
  • Licenses & Certifications

    • CIM

      Canadian Securities Institute (CSI)
      May 2017