Fintech Retail Trading & Client Experience

moomoo; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian fintech company is seeking a Retail Store Associate in Toronto to play a key role in customer service and store operations. You will assist clients with account setup, provide product guidance, and support marketing initiatives. Ideal for individuals with a passion for finance and technology. This position offers competitive pay and opportunities for professional growth in a rapidly evolving environment.

Benefits

Competitive salary

Comprehensive benefits

Performance-based incentives

Beautiful office space

Qualifications

• 2–3 years of experience in customer service, financial advisory, or retail investment services.
• Knowledge of financial markets, brokerage platforms, and investment products.
• Detail-oriented, organized, and comfortable with multitasking.
• Familiarity with compliance and documentation requirements in the financial sector.
• Proficient in English; fluency in French is a plus.

Responsibilities

• Support walk-in clients with account opening and platform setup.
• Provide guidance on the moomoo app features and basic investment tools.
• Assist with documentation, compliance checks, and backend onboarding processes.
• Help coordinate in-store events, workshops, and client engagement sessions.
• Work closely with branch managers and team members on daily operations.

Skills

Customer service

Communication skills

Interpersonal skills

Problem-solving

Tech-savvy

Job description

A leading Canadian fintech company is seeking a Retail Store Associate in Toronto to play a key role in customer service and store operations. You will assist clients with account setup, provide product guidance, and support marketing initiatives. Ideal for individuals with a passion for finance and technology. This position offers competitive pay and opportunities for professional growth in a rapidly evolving environment.