Patricia Li
About Patricia Li
Patricia Li is a Sr Account Processing Officer at CIBC and a part-time tutor at SavvyUni Education Inc. She has a Master's degree in Finance from McMaster University and over a year of experience in the financial services industry.
Current Role at CIBC
Patricia Li is currently serving as a Senior Account Processing Officer at CIBC. Since 2020, she has been working in this capacity in the Toronto, Canada Area. In this role, she focuses on overseeing account processing operations, ensuring accuracy, and maintaining efficiency. Her position at CIBC allows her to utilize her financial expertise and problem-solving skills to support the bank’s operational goals.
Part-Time Tutor at SavvyUni Education Inc.
In addition to her primary role at CIBC, Patricia Li works part-time as a tutor at SavvyUni Education Inc. Based in North York, she started this role in 2019. Here, she leverages her finance background to educate and mentor students, helping them understand complex financial topics. This dual engagement showcases her dedication to both her professional and educational pursuits.
Previous Experience at IG Wealth Management
Before her current roles, Patricia Li accumulated valuable experience at IG Wealth Management. She worked as an Executive Assistant from 2018 to 2020 in North York, providing administrative support and managing executive schedules. During the summer of 2018, she also interned at IG Wealth Management in Markham & North York, gaining practical insights into the financial services industry.
Educational Background in Finance
Patricia Li holds a Master’s degree in Finance, General from McMaster University, which she earned between 2017 and 2018. This advanced education provided her with a deep understanding of financial principles and practices. Her academic background complements her professional roles, reinforcing her capability in the financial sector.
Professional Certifications and Skills
Patricia Li has passed the Canadian Securities Course (CSC) and is currently a CFA Level II candidate. This certification and ongoing professional development highlight her commitment to advancing her expertise in finance. With strong problem-solving and analytical skills, she is proficient in mutual funds and trading products, underscoring her technical proficiency in the financial services industry.