Robert Ruzza Email & Phone Number
Senior Vice President of Wealth Management @ Tru Cooperative Bank
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Robert Ruzza Location
- Canada
Robert Ruzza Work
- Senior Vice President of Wealth Management @ (October 2026 - Present)
- Head of Wealth Management @ (January 2023 - October 2026)
- Vice President of Wealth Management @ (January 2021 - November 2022)
- Leader @ (January 2020 - January 2021)
- Leader @ Seeking The Next Great Opportunity (May 2019 - January 2020)
- Regional Director, Wealth Management @ (July 2010 - May 2019)
- Regional Sales Manager @ CIBC Financial Planning (February 2001 - July 2010)
- Investment Specialist @ CIBC Financial Planning (September 1997 - February 2001)
- Financial Advisor @ Royal Bank/Royal Trust (June 1996 - September 1997)
- Manager @ Royal Bank (February 1990 - June 1996)
Robert Ruzza Education
- Canadian Securities Institute
PDO (PFP, EMS, BM, CSC & CPH)
1997 - Financial Planning Standards Council of Canada
CFP
1997 - Institute of Canadian Bankers
PFP
1991 - NAIT (Northern Alberta Institute of Technology)
School of Business (Honors) (Finance)
Robert Ruzza Skills
- Banking
- Estate Planning
- Finance
- Financial Advisory
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Mortgage Lending
- Mutual Funds
- Private Banking
- Retail Banking
- Retirement Planning
- Sales
- Sales Management
- Strategic Financial Planning
- Wealth Management
- Wealth Management Services
- Strategic Financial
- Financial Planning
Robert Ruzza Summary
- Robert Ruzza, based in Canada, is currently a Senior Vice President of Wealth Management at Tru Cooperative Bank. Robert Ruzza brings experience from previous roles at Tru Cooperative Bank, First West Credit Union, RBC Dominion Securities and Seeking The Next Great Opportunity. Robert Ruzza holds a PDO in PFP, EMS, BM, CSC & CPH @ Canadian Securities Institute. With a robust skill set that includes Banking, Estate Planning, Finance, Financial Advisory, Investment Advisory and more. Robert Ruzza has 1 mobile phone numbers on RocketReach.
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