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
Edmonton, AB
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
Edmonton
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
Edmonton
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.
Edmonton
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, AB04-2022
Diploma - Accounting And Finance
Grant MacEwan University
Edmonton, AB12-2017
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