Tianfu (Jeff) Li
About Tianfu (Jeff) Li
Tianfu (Jeff) Li is a Senior Team Lead at CIBC Wealth with extensive experience in financial services and leadership roles.
Current Role at CIBC Wealth
Tianfu (Jeff) Li holds the position of Senior Team Lead at CIBC Wealth. He has been in this role since 2021. His responsibilities likely revolve around overseeing team operations within the wealth management division, ensuring effective management of client portfolios, and supporting financial planning services.
Previous Roles at CIBC
Before his current role, Tianfu (Jeff) Li worked as Senior Team Lead for Retail Operation Simplii Fulfillment at CIBC from 2020 to 2021 in Toronto, Ontario, Canada. He also served as a Progress Leader and Credit Card Facilitator from 2018 to 2020, and as Senior FSR and Credit Card Specialist from 2016 to 2018 in the Toronto, Canada area. These positions involved customer service, credit card facilitation, and retail operations.
Experience as Loss Adjustor at McLarens
In 2013, Tianfu (Jeff) Li worked at McLarens as a Loss Adjustor for three months in Shanghai. This role likely involved assessing insurance claims, evaluating damages, and helping clients settle claims efficiently and fairly.
Education at University of Toronto
Tianfu (Jeff) Li earned a Bachelor of Business Administration (BBA) in Finance and Financial Management Services from the University of Toronto. He completed his studies from 2011 to 2015. His education laid the foundation for his expertise in finance and financial management.
Leadership Experience
Tianfu (Jeff) Li has accumulated over three years of leadership experience in both frontline and back office roles. His expertise includes financial sales, customer service, mutual fund sales, contact center operations, retail account operations, transaction investigations, AML investigations, income verification, high-risk safe scans, suspense balancing, ID verification, and business mailbox management.