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Valeria Flores

@valeriaflores

I am an investment associate specializing in wealth management for UHNW clients, delivering tailored financial strategies.

Canada
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What I'm looking for

I seek a client-facing wealth advisory role serving ultra-high-net-worth clients where I can drive business growth, mentor colleagues, deepen financial planning expertise, and work within a collaborative, compliant firm that supports long-term advisor development.

I am a driven, entrepreneurial-minded investment professional and third-generation wealth management specialist with early exposure to the industry. I manage ultra-high-net-worth clients across LATAM and Canada, focusing on tailored investment advisory and comprehensive financial planning.

At Scotia Wealth Management I advanced through the advisory development program into an Investment Associate role, optimizing processes, supporting business development and ensuring regulatory compliance. I hold RR licensing and QAFP, am pursuing my CIM (2025), mentor new associates, and was recognized as Scotia McLeod Share the Wealth Regional Winner in 2024.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

University of Calgary logoUC

University of Calgary

Bachelor of Commerce, Marketing

Activities and societies: Teaching Assistant in Product Marketing (2019): evaluated and assisted in grading deliverables.

Completed a Bachelor of Commerce with a concentration in Marketing at the University of Calgary, graduating in June 2019.

Tech stack

Software and tools used professionally

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Valeria Flores - Investment Associate - Scotia Wealth Management | Himalayas