Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

JOHNNY LI

Edmonton,Canada

Summary

Dynamic individual as a great team player, leader and realiable person who is willing to build and maintain relationships. Several years of experience working in banking and accounting. Providing clients with high quality and satisfactory services, and also skilled in business and commercial credit. Hardworking and fast learner.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Relationship Manager, Business Market

Royal Bank of Canada, RBC
02.2024 - Current
  • Built and maintained relationships with new and existing clients while providing high level of services and expertise.
  • Provide professional credit solutions based on the analysis of the company financial situation.
  • Leveraged industry knowledge to advise clients on relevant regulatory changes or emerging trends impacting their businesses.
  • Proactively expand internal and external COIs to lead the new business and success.
  • Enhanced leadership capabilities by coaching and mentorship with team and elevating management skills from leaders inside organization.

Banking Advisor

Royal Bank of Canada RBC
06.2022 - Current
  • Q1 & Q4 2023 Winner of the Performance Award Recipient.
  • Top 3 sales performance in the Southern Market Edmonton.
  • Provided professional advise on investment options, helping clients make informed decisions to achieve their financial goals.
  • Top referrals and being positive to collaborate with different partners, explores both internal and external networks.
  • Continue learning by internal training and acquire more credentials.

Junior Accountant

J&J Group LLP
01.2021 - 04.2022
  • Perform and manage clients of the desk, engage and maintain client relationship in deep and strong.
  • Explores and understands financial statement and corporate tax solutions.
  • Files personal tax return during tax season.
  • Driving different staff shifts, lead the training and coaching of a high performing team.
  • Effectively deal with the difficult, challenging clients and collaborate with business owners to operate the business.

Store Manager

Panex Edmonton Courier Ltd.
01.2018 - 03.2020
  • Helping and assisting shareholders to manage the business, in charge of operating daily business transactions.
  • Managed supply chain by ordering products from overseas suppliers, negotiating prices and requiring on-time delivery.
  • Negotiated with business partners for better pricing, increasing overall profit margins.
  • Conducted weekly inventory assessments to ensure turning over and inventory capacity.
  • Trained new employees on customer service excellence, resulting in more efficient and effective team.

Education

Bachelor of Commerce - Accounting And Finance

Grant MacEwan University
Edmonton, AB
04-2022

Diploma - Accounting And Finance

Grant MacEwan University
Edmonton, AB
12-2017

Skills

  • Business analysis
  • Excellent communication
  • Accounting
  • Team leadership
  • Relationship building
  • Sales expertise
  • Business development expertise
  • Business credit skill
  • Financial advising

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Certification

  • Certificate of Investment Funds in Canada
  • Personal Financial Services Advice (PFSA)
  • Financial Planning I

Timeline

Relationship Manager, Business Market

Royal Bank of Canada, RBC
02.2024 - Current

Banking Advisor

Royal Bank of Canada RBC
06.2022 - Current

Junior Accountant

J&J Group LLP
01.2021 - 04.2022

Store Manager

Panex Edmonton Courier Ltd.
01.2018 - 03.2020

Bachelor of Commerce - Accounting And Finance

Grant MacEwan University

Diploma - Accounting And Finance

Grant MacEwan University

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JOHNNY LI