Valeria Flores
@valeriaflores
I am an investment associate specializing in wealth management for UHNW clients, delivering tailored financial strategies.
What I'm looking for
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
Investment Associate
Scotia Wealth Management
Jun 2020 - Present (5 years 2 months)
Manage client relationships and provide wealth management and investment advisory services to high-net-worth individuals and legal entities across Canada and LATAM; optimize operations, support business development, and ensure CIRO compliance.
Wealth Management Associate
Scotia Wealth Management
Jun 2019 - Jan 2020 (7 months)
Completed a one-year wealth advisory development program with rotations in Investment Management, Private Banking, Estate & Trust, and Financial Planning; supported account openings, proposals, tax planning and operational maintenance.
Customer Service Representative
BMO Financial Group
Jun 2018 - Dec 2018 (6 months)
Provided customer service and education on banking technology and products, resolved client inquiries efficiently, and supported financial operations and retail banking processes.
Education
Degrees, certifications, and relevant coursework
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
Availability
Location
Authorized to work in
Job categories
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