Ruben Jimenez, Cfp®

Ruben Jimenez, Cfp® Email and Phone Number

Lead Advisor @ Ocean 6 Wealth Advisory
Vancouver, BC, CA
Ruben Jimenez, Cfp®'s Location
Vancouver, British Columbia, Canada, Canada
Ruben Jimenez, Cfp®'s Contact Details

Ruben Jimenez, Cfp® work email

Ruben Jimenez, Cfp® personal email

n/a
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

Ruben Jimenez, Cfp®'s Current Company Details
Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

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Lead Advisor
Vancouver, BC, CA
Website:
ocean6.ca
Employees:
16
Ruben Jimenez, Cfp® Work Experience Details
  • Ocean 6 Wealth Advisory
    Lead Advisor
    Ocean 6 Wealth Advisory
    Vancouver, Bc, Ca
    View
  • Raymond James Ltd.
    Associate Financial Advisor
    Raymond James Ltd. Jan 2022 - Present
    Vancouver, British Columbia, Canada
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  • Raymond James Ltd.
    Marketing Assistant
    Raymond James Ltd. Feb 2018 - Jan 2022
    Vancouver, Canada Area
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  • Twu Student Association
    Business Representative
    Twu Student Association Aug 2016 - Apr 2017
    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 optimizing operations.-Collaborated with clubs and organizations, fostering partnerships and supporting campus wide initiatives.
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  • Investx Capital
    Research Analyst
    Investx Capital Jun 2016 - Aug 2016
    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 investor engagement.-Collaborated with Compliance and Legal to organize securities records, identifying deficiencies.
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  • Stockhouse Publishing Ltd.
    Summer Intern
    Stockhouse Publishing Ltd. Jun 2016 - Aug 2016
    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 including expense management, content creation, and event support, fostering a positive work environment.
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  • Extravagant Yak
    Marketing Assistant
    Extravagant Yak May 2015 - Jul 2015
    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.
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Ruben Jimenez, Cfp® Skills

Finance Public Speaking Research Social Media Event Planning International Relations Social Networking Teamwork Public Relations Leadership Critical Thinking Marketing Problem Solving Valuation Data Analysis Blogging Financial Analysis Time Management Business Development Foreign Languages Chinese Microsoft Office Strategic Planning Team Building Financial Modeling Microsoft Excel Music Spanish English Language Arts Photography Strategy Networking Investments Wealth Management Sales Customer Relationship Management Customer Service Analysis Business Planning Microsoft Word Spanish Translation

Ruben Jimenez, Cfp® Education Details

Frequently Asked Questions about Ruben Jimenez, Cfp®

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 the current company?

Ruben Jimenez, Cfp®'s current role is Lead Advisor.

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

Ruben Jimenez, Cfp®'s email address is ru****@****ames.ca

What schools did Ruben Jimenez, Cfp® attend?

Ruben Jimenez, Cfp® attended Trinity Western University, Jelly Academy, Instituto Tecnológico De Santo Domingo, Colegio Cristiano Logos.

What are some of Ruben Jimenez, Cfp®'s interests?

Ruben Jimenez, Cfp® has interest in Social Services, Children, Entrepreneur, International Business, Travel, Composing, Education, Photography, Music Production, Piano.

What skills is Ruben Jimenez, Cfp® known for?

Ruben Jimenez, Cfp® has skills like Finance, Public Speaking, Research, Social Media, Event Planning, International Relations, Social Networking, Teamwork, Public Relations, Leadership, Critical Thinking, Marketing.

Who are Ruben Jimenez, Cfp®'s colleagues?

Ruben Jimenez, Cfp®'s colleagues are David Loncaric, B.a., Cfp, Clu, Cim, Winnie Tan, Jay Gangnes, Cfp, Clu, Ccs, Herry Tawata, Andrea Delpech, Cory Knott, Jaimin Cmh Mun.

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