Robert Ruzza Email & Phone Number
Head of Wealth @ First West Credit Union
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Robert Ruzza Location
- Canada
Robert Ruzza Work
- 2023 -now Head of Wealth @
- 2021 -2022 Vice President of Wealth Management @
- 2020 -2021 Leader @
- 2019 -2020 Leader @ Seeking The Next Great Opportunity
- 2010 -2019 Regional Director, Wealth Management @
- 2001 -2010 Regional Sales Manager @ CIBC Financial Planning
- 1997 -2001 Investment Specialist @ CIBC Financial Planning
- 1996 -1997 Financial Advisor @ Royal Bank/Royal Trust
- 1990 -1996 Manager @ Royal Bank
Robert Ruzza Education
- Canadian Securities Institute
PDO, PFP, EMS, BM, CSC & CPH
1997 - Financial Planning Standards Council of Canada 1997
- Institute of Canadian Bankers 1991
- NAIT
School of Business (Honors) (Finance)
Robert Ruzza Skills
- Finance
- Investments
- Wealth Management
- Investment Advisory
- Sales Management
- Strategic Financial Planning
- Financial Advisory
- Retail Banking
- Estate Planning
- Mutual Funds
- Leadership
- Wealth Management Services
- Mortgage Lending
- Sales
- Private Banking
- Banking
- Investment Strategies
- Retirement Planning
- Strategic Financial
- Financial Planning
Robert Ruzza Summary
- Robert Ruzza, based in Canada, is currently a Head of Wealth at First West Credit Union. Robert Ruzza brings experience from previous roles at First West Credit Union, RBC Dominion Securities, Seeking The Next Great Opportunity and CIBC. Robert Ruzza holds a PDO, PFP, EMS, BM, CSC & CPH @ Canadian Securities Institute. With a robust skill set that includes Finance, Investments, Wealth Management, Investment Advisory, Sales Management and more. Robert Ruzza has 1 emails and 1 mobile phone numbers on RocketReach.
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