Jia Li
About Jia Li
Jia Li is a Financial Services Representative at CIBC and an Account Manager at OTT Financial Group, with a diverse background in financial advising, real estate analysis, project management, and business coordination.
Current Role at CIBC
Jia Li is currently working as a Financial Services Representative at CIBC. She started this role in 2019. In this position, she applies her experience in financial services to assist clients with their banking needs.
Current Role at OTT Financial Group
Since 2018, Jia Li has also served as an Account Manager at OTT Financial Group in the Montreal, Canada area. Her responsibilities in this role include managing client accounts and providing financial advice, benefiting from her extensive background in finance and business intelligence.
Former Roles in Financial Sector
Before her current roles, Jia Li worked at SunLife as a Financial Advisor from 2017 to 2018. Additionally, she has experience as a Junior Real Estate Analyst at Inspection & Const Marc from 2016 to 2017. These positions provided her with a strong foundation in financial planning and real estate analysis.
Experience in Project and Product Management
Jia Li's career also includes project and product management roles. She worked as a Project Manager at KSI Cuisine Solutions Inc. from 2015 to 2016, and as a Product Coordinator at 123inkcartridges from 2011 to 2014. These roles allowed her to develop project management and coordination skills.
Educational Background in Business and Technology
Jia Li has a diverse educational background that complements her career in financial services. She holds a master's degree in administration from UQAC, a bachelor's degree in jet propulsion from Beihang University, and a specialization in Business Intelligence from Montreal College of Information Technology. Additionally, she is a Level III CFA candidate, enhancing her financial analytical skills.