Jeffrey Li, CIM

Experience

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  TD

  Aug 2011 - Mar 2014

  • Financial Planning Associate

    Jul 2012 - Mar 2014

  • Customer Service Representative

    Aug 2011 - Aug 2012
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  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

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  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.

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  T. Rowe Price Canada

  Apr 2024 - now

  Vice President - Intermediary