Verified recordFinancial Services

Josh Li

Customer Service Representative at Bmo

Based in Saskatoon, Canada

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Seniority

Staff

Department

Customer/Client Service

Location

Saskatoon

Industry

Financial Services

Company size

59K

Contact information

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Email

1 credit

j•••••••@bmo.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Josh Li

Second-year student at the Edwards School of Business, pursuing a Bachelor of Commerce degree. Previous professional experience as a Personal Banking Associate Intern at BMO has helped build strong foundational client relationship skills. Currently an Academic Delegate on the Edwards JDC West team, competing on the Business Technology Management team, with previous experience on the Operations Management team. Case competition experience has strengthened financial analysis competency, public speaking, teamwork, and the ability to perform under pressure. Participation and 87th percentile finish in the CFA Institute x AmplifyME Investing Simulation Challenge has helped strengthen financial markets knowledge, and developed ability to make quick decisions under pressure. Also has previous experience in sales and supervisory roles. Has a strong interest in a career in wealth management, while also considering careers in finance, consulting, and accounting. I'm always open to networking, mentorship, or any opportunity to learn more about the financial industry. You can reach me here on LinkedIn or through my email at joshli30699@gmail.com.

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