Ruben Jimenez, Cfp®
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Ruben Jimenez, Cfp® Email & Phone Number

Lead Advisor at Ocean 6 Wealth Advisory
Location: Vancouver, British Columbia, Canada 7 work roles 4 schools
1 work email found @ocean6.ca LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@ocean6.ca
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Current company
Ocean 6 Wealth Advisory
Role
Lead Advisor
Location
Vancouver, British Columbia, Canada
Company size
16 employees

Who is Ruben Jimenez, Cfp®? Overview

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Quick answer

Ruben Jimenez, Cfp® is listed as Lead Advisor at Ocean 6 Wealth Advisory, a company with 16 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at ocean6.ca and a matched LinkedIn profile for Ruben Jimenez, Cfp®.

Ruben Jimenez, Cfp® previously worked as Associate Financial Advisor at Raymond James Ltd. and Marketing Assistant at Raymond James Ltd.. Ruben Jimenez, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance And International Business Specialization from Trinity Western University.

Company email context

Email format at Ocean 6 Wealth Advisory

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{first}@ocean6.ca
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AeroLeads found 1 current-domain work email signal for Ruben Jimenez, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Ruben Jimenez, Cfp®

As an Associate Financial Advisor at Raymond James, I am passionate about building long-lasting relationships and empowering people to reach their financial goals and maximize the potential of their hard-earned assets. I work with the Muir Investment Team to provide our clients with a complete wealth management solutions, including financial planning, investment management, tax planning, estate planning, and insurance.I have completed a BBA specializing in finance and international business at Trinity Wester University. I am registered as an Registered Representative with IIROC/CIRO and as a Certified Financial Planner through FP Canada.Social media disclaimers:http://bit.ly/1nspoNn

Listed skills include Finance, Public Speaking, Research, Social Media, and 38 others.

Current workplace

Ruben Jimenez, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Ocean 6 Wealth Advisory
Ocean 6 Wealth Advisory
Lead Advisor
Vancouver, BC, CA
Website
ocean6.ca
Employees
16
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Company profile
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7 roles

Ruben Jimenez, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Financial Advisor

Current
Raymond James Ltd.

Vancouver, British Columbia, Canada

Jan 2022 - Present

Business Representative

Twu Student Association

Langley, British Columbia, Canada

-Organized social and academic events for business students, enhancing engagement and collaboration.-Executed the first Connect Conference, linking alumni, industry leaders, and students.-Updated By-Laws, Policy Manual, and job structure, ensuring compliance and efficiency.-Negotiated with suppliers and managed event logistics, securing resources and.

Aug 2016 - Apr 2017

Research Analyst

Investx Capital

Vancouver, British Columbia

-Wrote educational blog posts on private equity, enhancing client understanding and engagement.-Drafted White Papers to inform clients and advisors about private equity, improving knowledge base.-Managed Salesforce reports and contacts, ensuring accurate data and streamlined communication.-Created email campaigns via Active-Campaign, boosting prospect and.

Jun 2016 - Aug 2016

Summer Intern

Stockhouse Publishing Ltd.

Vancouver Canada

-Drafted detailed expense reports, ensuring accurate financial tracking and compliance.-Authored engaging blog posts, boosting online engagement and readership.-Reported on event assistance, improving coordination and execution.-Facilitated new employee transitions, enhancing onboarding efficiency.-Contributed to team success through diverse tasks.

Jun 2016 - Aug 2016

Marketing Assistant

Extravagant Yak

Chengdu, Sichuan, China

-Conducted comprehensive market analysis to identify competitive landscape and industry trends.-Performed internal assessments to benchmark company performance against competitors.-Developed actionable recommendations to enhance market positioning and drive growth.-Utilized data-driven insights to inform strategic decisions and improve business outcomes.

May 2015 - Jul 2015
Team & coworkers

Colleagues at Ocean 6 Wealth Advisory

Other employees you can reach at ocean6.ca. View company contacts for 16 employees →

DL David Loncaric, B.A., Cfp, Clu, Cim David Loncaric, B.A., Cfp, Clu, Cim Colleague at Ocean 6 Wealth AdvisoryVancouver, British Columbia, Canada, Canada View → AD Andrea Delpech Andrea Delpech Colleague at Ocean 6 Wealth AdvisoryVancouver, British Columbia, Canada, Canada View → CK Cory Knott Cory Knott Colleague at Ocean 6 Wealth AdvisoryGreater Edmonton Metropolitan Area, Canada View → HT Herry Tawata Herry Tawata Colleague at Ocean 6 Wealth AdvisoryVancouver, British Columbia, Canada, Canada View → JC Jaimin Cmh Mun Jaimin Cmh Mun Colleague at Ocean 6 Wealth AdvisoryMumbai, Maharashtra, India, India View → JG Jay Gangnes, Cfp, Clu, Ccs Jay Gangnes, Cfp, Clu, Ccs Colleague at Ocean 6 Wealth AdvisoryVancouver, British Columbia, Canada, Canada View → WT Winnie Tan Winnie Tan Colleague at Ocean 6 Wealth AdvisoryGreater Vancouver Metropolitan Area, Canada View →
4 education records

Ruben Jimenez, Cfp® education

Bachelor Of Business Administration (B.B.A.), Finance And International Business Specialization

Trinity Western University

Activities and Societies: SPARK Entrepreneur's Club, Spanish-French Club, Vocal Jazz Choir, International Business and Finance in China.

High School

Colegio Cristiano Logos
FAQ

Frequently asked questions about Ruben Jimenez, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ruben Jimenez, Cfp® work for?

Ruben Jimenez, Cfp® works for Ocean 6 Wealth Advisory.

What is Ruben Jimenez, Cfp®'s role at Ocean 6 Wealth Advisory?

Ruben Jimenez, Cfp® is listed as Lead Advisor at Ocean 6 Wealth Advisory.

What is Ruben Jimenez, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ocean6.ca for Ruben Jimenez, Cfp® at Ocean 6 Wealth Advisory.

Where is Ruben Jimenez, Cfp® based?

Ruben Jimenez, Cfp® is based in Vancouver, British Columbia, Canada while working with Ocean 6 Wealth Advisory.

What companies has Ruben Jimenez, Cfp® worked for?

Ruben Jimenez, Cfp® has worked for Ocean 6 Wealth Advisory, Raymond James Ltd., Twu Student Association, Investx Capital, and Stockhouse Publishing Ltd..

Who are Ruben Jimenez, Cfp®'s colleagues at Ocean 6 Wealth Advisory?

Ruben Jimenez, Cfp®'s colleagues at Ocean 6 Wealth Advisory include David Loncaric, B.A., Cfp, Clu, Cim, Andrea Delpech, Cory Knott, Herry Tawata, and Jaimin Cmh Mun.

How can I contact Ruben Jimenez, Cfp®?

You can use AeroLeads to view verified contact signals for Ruben Jimenez, Cfp® at Ocean 6 Wealth Advisory, including work email, phone, and LinkedIn data when available.

What schools did Ruben Jimenez, Cfp® attend?

Ruben Jimenez, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance And International Business Specialization from Trinity Western University.

What skills is Ruben Jimenez, Cfp® known for?

Ruben Jimenez, Cfp® is listed with skills including Finance, Public Speaking, Research, Social Media, Event Planning, International Relations, Social Networking, and Teamwork.

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