A good understanding of the banking industry allows candidates to identify the skill sets required for different positions, properly analyze job postings, and determine career inspirations. In this presentation, Cathy Li, investment advisor at RBC Wealth Management Dominion Securities will discuss the following topics:
- Structure of the banking industry in Canada
- Career path of different business lines within the banking industry
- Asset management vs wealth management
Speaker’s Biography
Ms. Cathy Li, CFA, CMA, MBA
Cathy is an experienced investment advisor at RBC Wealth Management Dominion Securities. With over 15 years of experience within the banking industry in both Canada and China, she has a deep understanding of retail banking, commercial banking and wealth management in various capacities such as risk management, product management and business development. In her current role as an investment advisor, Cathy offers tax-efficient wealth management solutions to both high net worth individuals and business owners.Additionally, Cathy has impressive community involvement and generously volunteers her time to help others. She currently sits on the board of New Horizons Career Club and North York Senior Centre. She is also an active volunteer for the Schulich MBA mentorship program. In her spare time, she enjoys running with her two young boys.