Open to opportunities

Valeria Flores

@valeriaflores

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

Canada

Message

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

Current

Investment Associate

Current

Scotia Wealth Management

Jun 2020 - Present (5 years 3 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 Investment Advisory Client Relationship Management Financial Planning Business Development Microsoft Excel Salesforce

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.

Wealth Management Investment Management Private Banking Financial Planning Tax Planning Operations

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.