Ruth Li
Client Advocacy Agent
Toronto,ON
Overview
21
21
years of professional experience
3
3
years of post-secondary education
Work History
Client Advocacy Agent
Tangerine Investment Funds Ltd.
Toronto, Ontario
12.2022 - Current
- Recognized with the 2022 Best of the Best Award for achieving the highest volume of deposits and client retention metrics on the team, and prospective top performer for fiscal 2025
- Demonstrated advanced problem-solving skills in addressing multifaceted client concerns, leveraging expertise in financial products and internal workflows
- Provided interim leadership for the Retention team, enhancing operational outcomes and refining leadership acumen
- Fostered strong working relationships across business units, (eg. RSP, BAM, Products, Investments, Scotia Wealth) to drive strategic initiatives and improve service delivery
Investment Funds Advisor
Tangerine Investment Funds Ltd.
Toronto, Ontario
12.2021 - 12.2022
- Assisted current and prospective clients in identifying short- and long-term financial goals, delivering tailored investment recommendations aligned with their risk profiles and objectives
- Strengthened advisory and compliance expertise through hands-on client engagement and consistent adherence to regulatory standards
- Educated clients on mutual fund strategies and performance, fostering trust and driving revenue through informed investment decisions
- Maintained professional licensing requirements by completing mandated course work every three years, demonstrating commitment to compliance and continued education
Outbound Taskforce
Tangerine Bank
Toronto, Ontario
05.2018 - 12.2021
- Delivered exemplary service to a portfolio of 50+ high-net-worth clients, fostering long-term relationships and driving client satisfaction
- Maintained top-tier performance by meeting or exceeding retention and growth KPIs, with monthly deposits averaging 5M or more across fiscal quarters
- Strengthened leadership capabilities by creating and delivering training programs, supporting the professional development of incoming teammates
- Broke organizational records for monthly deposit sales, generating $20M in October 2018 and $30M in May 2020, setting new performance benchmarks
Client Service Specialist,
Tangerine Bank
Toronto, Ontario
05.2016 - 05.2018
- Expanded banking expertise to include credit card products, enhancing ability to deliver comprehensive financial solutions to clients
- Initiated and executed a quarter-end sales competition in fiscal 2018, successfully motivating team members and driving a measurable increase in sales
- Honoured with the “Most Deposits Above 1M” accolade, highlighting exceptional success in driving large scale deposit activity and client retention
- Developed in-depth knowledge of banking products and services, applying problem-solving strategies to tailor solutions to drive sales
Director of Marketing
Organizational Development Alliance U of T
Toronto, Ontario
09.2006 - 06.2007
- Recruited and onboarded new team members, while providing ongoing guidance through clear expectations and constructive feedback to elevate work quality
- Led marketing and communications efforts while handling financial planning and web administration, demonstrating strong organizational and technical skills
- Honoured with the “Most Valuable Team Member” award for outstanding contributions, leadership, and consistent dedication to team success
- Successfully balanced academic responsibilities with leadership in student group initiatives, demonstrating strong time management and prioritization skills
Director of Marketing
Commerce Formal 2005 U of T
Toronto, Ontario
09.2004 - 06.2005
- Hired and led a team of junior marketing professionals for marketing initiatives, ensuring talent alignment and consistent execution across digital and print channels.
- Oversaw event marketing budgets, allocating resources for printed collateral and venue aesthetics to maximize impact within financial constraints
- Applied graphic design skills to produce high-quality promotional content, complementing team efforts and elevating brand consistency
- Self-taught HTML to support website design and updates, expanding technical capabilities and contributing to the group’s digital presence
Education
Certificate - Financial Topics
3-Year PDA/CERTS
Toronto 01.2023 - 09.2025
IFIC - Investments
Investment Funds in Canada
Toronto12-2018
Bachelor of Commerce - Commerce And Finance
University of Toronto
Toronto, ON07-2014
Accomplishments
- Won Best of the Best Tangerine 2022
- Won Raptors Tickets as reward for "Top Performer 2019"
- Highest EFT-in Dollars in one Month October 2018 of $20M and May 2020 of $30M
- Won "Most Valuable Team-member" as Director of Marketing on O.D.A. U of T 2007
Affiliations
- Avid Crafter working with mixed media such as paper crafts, card-making, bead jewelry and resin casting
- Opened and grew social media account to 1K+ followers on Instagram
- Volunteered for Trent University Active Minds 2009 and was able to attend 2 of their conferences in New Jersey and Washington D.C.
- Part of junior Marketing team for Beyond Business U of T 2006, student group holding events for various charities, one of the charities was "Cuts for Cancer"
Timeline
Certificate - Financial Topics
3-Year PDA/CERTS
01.2023 - 09.2025
Client Advocacy Agent
Tangerine Investment Funds Ltd.
12.2022 - Current
Investment Funds Advisor
Tangerine Investment Funds Ltd.
12.2021 - 12.2022
Outbound Taskforce
Tangerine Bank
05.2018 - 12.2021
Client Service Specialist,
Tangerine Bank
05.2016 - 05.2018
Director of Marketing
Organizational Development Alliance U of T
09.2006 - 06.2007
Director of Marketing
Commerce Formal 2005 U of T
09.2004 - 06.2005
IFIC - Investments
Investment Funds in Canada
Bachelor of Commerce - Commerce And Finance
University of Toronto
Summary
Seasoned professional in client advocacy with strong leadership skills and comprehensive expertise in banking policies and procedures. Adept at navigating complex client issues, fostering cross-functional collaboration, and delivering impactful solutions.
Skills
- Communication & Interpersonal Skills
- Problem Solving & Critical Thinking
- Policy and Process Knowledge
- Relationship Management
- Organizational & Technical Skills
- Leadership Capabilities