Tong Li, MBA
About Tong Li, MBA
Tong Li is an Associate Financial Advisor at CIBC with a background in business administration and management, holding an MBA from Smith School of Business at Queen's University.
Current Position at CIBC
Tong Li is currently working at CIBC as an Associate Financial Advisor. He began this role in 2021. His responsibilities generally include advising clients on financial planning, investment strategies, and managing financial portfolios. He collaborates with clients to understand their financial goals and provides personalized solutions.
Previous Roles at CIBC
Before his current role, Tong Li has accumulated extensive experience within CIBC. He served as a Senior Financial Services Representative - Small Business from 2017 to 2021, where he focused on providing financial services to small business clients. Prior to that, he worked as a Financial Services Representative from 2016 to 2017. He started his career at CIBC as a Customer Service Representative in Ottawa, Ontario, Canada, from 2015 to 2016.
MBA from Smith School of Business
Tong Li earned his Master of Business Administration (MBA) from Smith School of Business at Queen's University, studying Business Administration and Management, General. He completed this program from 2020 to 2021. His MBA program equipped him with advanced business management skills and a comprehensive understanding of organizational operations and strategy.
Undergraduate Education at Carleton University
Tong Li completed his undergraduate studies at Carleton University, where he studied from 2011 to 2015. Though specifics of his undergraduate degree are not provided, his foundational education at Carleton University helped shape his career in financial services and laid the groundwork for his further studies and professional accomplishments.