Investment Representative

Moomoo Canada; Toronto; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Growth opportunities

Beautiful Toronto office with cityview

Job summary

Moomoo Canada Financial Inc. (MFC) is seeking an Investment Representative to support retail, active trader, and high-net-worth clients from our Toronto office. You will handle trade support, retention efforts, and expert service delivery in a fast-paced environment.

You will work closely with Compliance, Risk, and Product teams to ensure regulatory adherence while delivering exceptional client experiences. This role reports to the Vice President, Customer Success.

Qualifications

• University degree in Finance, Business, Economics, or related discipline.
• Fluency in English; French is an asset.
• Minimum 3–5 years in financial services, preferably brokerage.
• Strong understanding of capital markets, trading strategies, and investment products.

Responsibilities

• Provide frontline trade support for client trades, inquiries, and platform navigation across asset classes.
• Identify clients at risk of attrition and implement strategic retention initiatives.
• Address client complaints with a solution‑oriented approach while following CIRO standards.
• Collaborate with Compliance, Risk, and Product teams to improve client experience within regulatory requirements.
• Stay informed on market developments to offer relevant insights for trading decisions.
• Document, analyze, and communicate effectively using Feishu, BBM, and Excel across teams.
• Adapt to a dynamic, high‑growth environment with changing daily challenges.

Skills

Capital markets knowledge

Trading strategies

Client communication

Cross-functional collaboration

Education

University degree in Finance, Business, Economics, or related discipline

Tools

Excel

Feishu

BBM

Job description

Moomoo Canada Financial Inc. (MFC) is a subsidiary of FUTU Holdings Inc. (NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions. Moomoo is one of the most trusted and innovative retail trading platforms, serving over 24 million active users worldwide. We offer an advanced, user-friendly trading platform for do-it-yourself traders, empowering them to take control of their financial futures.

Having launched in Canada just over a year ago, MFC has experienced significant growth and success. Based in Toronto, with convenient access to the city's Line 1 TTC subway, our new office boasts bright, open spaces and spectacular views of the city. As we continue to scale, we are seeking to expand our team with a dynamic, growth-mindset Investment Representative.

At Moomoo Financial Canada Inc., we're not just building a brokerage — we're redefining how Canadians invest. As part of a global fintech leader, we equip investors with cutting-edge technology, market intelligence, and client experience that stands apart. Whether you're new to investing or a seasoned trader, Moomoo offers the tools to trade smarter and grow faster.

The Opportunity

We're looking for an Investment Representative to join our growing Canadian team. This role is pivotal — you'll support our retail, active trader, and high-net-worth clients through trade support, proactive retention, and expert service delivery. If you thrive in a fast-paced environment, understand the markets, and have a passion for client success — this is your moment.

This role reports directly to the Vice President, Customer Success.

What You'll Be Doing

• Drive Client Success: Provide frontline support for client trades, account inquiries, and platform navigation across multiple asset classes
• Client Retention & Relationship Building: Identify clients at risk of attrition and engage with strategic retention efforts to re‑ignite their experience with Moomoo
• Resolve with Impact: Tackle client complaints with a solution-oriented mindset while ensuring compliance with CIRO standards
• Collaborate Across Teams: Partner with Compliance, Risk, and Product teams to elevate client experience while adhering to regulatory requirements
• Market Expertise: Stay informed on market developments to provide clients with relevant insights and context for their trading decisions
• Communication Excellence: Use tools like Feishu, BBM, and Excel to document, analyze, and communicate effectively across teams
• Be Adaptable: Thrive in a dynamic, high-growth environment where every day brings new challenges and opportunities

About Moomoo Canada Financial Inc. (MFC)

Moomoo Canada Financial Inc. (MFC) is a subsidiary of FUTU Holdings Inc. (NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions. Moomoo is one of the most trusted and innovative retail trading platforms, serving over 24 million active users worldwide. We offer an advanced, user-friendly trading platform for do-it-yourself traders, empowering them to take control of their financial futures.

Having launched in Canada just over a year ago, MFC has experienced significant growth and success. Based in Toronto, with convenient access to the city's Line 1 TTC subway, our new office boasts bright, open spaces and spectacular views of the city. As we continue to scale, we are seeking to expand our team with a dynamic, growth-mindset Investment Representative.

At Moomoo Financial Canada Inc., we're not just building a brokerage — we're redefining how Canadians invest. As part of a global fintech leader, we equip investors with cutting-edge technology, market intelligence, and client experience that stands apart. Whether you're new to investing or a seasoned trader, Moomoo offers the tools to trade smarter and grow faster.

The Opportunity

We're looking for an Investment Representative to join our growing Canadian team. This role is pivotal — you'll support our retail, active trader, and high-net-worth clients through trade support, proactive retention, and expert service delivery. If you thrive in a fast-paced environment, understand the markets, and have a passion for client success — this is your moment.

This role reports directly to the Vice President, Customer Success.

What You'll Be Doing

• Drive Client Success: Provide frontline support for client trades, account inquiries, and platform navigation across multiple asset classes
• Client Retention & Relationship Building: Identify clients at risk of attrition and engage with strategic retention efforts to re‑ignite their experience with Moomoo
• Resolve with Impact: Tackle client complaints with a solution-oriented mindset while ensuring compliance with CIRO standards
• Collaborate Across Teams: Partner with Compliance, Risk, and Product teams to elevate client experience while adhering to regulatory requirements
• Market Expertise: Stay informed on market developments to provide clients with relevant insights and context for their trading decisions
• Communication Excellence: Use tools like Feishu, BBM, and Excel to document, analyze, and communicate effectively across teams
• Be Adaptable: Thrive in a dynamic, high-growth environment where every day brings new challenges and opportunities

Requirements

What You Bring

• Education: University degree in Finance, Business, Economics, or related discipline
• Certifications: CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) — both required
• Experience: Minimum 3-5 years in financial services, preferably within a brokerage setting
• Skills & Strengths:
• Strong understanding of capital markets, trading strategies, and investment products
• Exceptional communicator with fluency in English; French is an asset
• Proficient in Microsoft Excel and familiar with internal communication platforms like Feishu and BBM
• Highly organized, adaptable, and capable of thriving under pressure
• Collaborative spirit with the ability to work cross-functionally
• Deep understanding of compliance and risk management within Canadian investment regulations

Benefits

What We Offer

• Competitive salary, comprehensive benefits, and performance-based incentives
• Opportunities for professional growth in a fast-growing fintech company
• Beautiful office space in mid-town Toronto with stunning city views
• Work in a company that's a global leader in online brokerage and wealth management

Disclaimer

Equal Opportunity

Moomoo Financial Canada (MFC) is an equal opportunity employer committed to fostering an inclusive and diverse workplace. WE welcome applications from all qualified individuals, including but not limited to those from racialized communities, Indigenous peoples, persons with disabilities and members of the LGBTQ+ community.

MFC is committed to providing reasonable accommodations throughout the recruitment process in accordance with the Accessibility For Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code. If you require accommodation at any stage, please let us know, and we will work with you to meet your needs.

All employment offers are contingent upon meeting any applicable regulatory, licensing, or background check requirements. Candidates must be legally authorized to work in Canada at the time of application.

By applying to this position, you acknowledge that your personal information will be collected and used for recruitment purposes in accordance with applicable privacy laws.

Artificial Intelligence (AI) Usage

Moomoo Financial Canda (MFC) values fairness, transparency, and privacy in our recruitment process. Please not that cetain stages of our hiring process may involve the use of Artificial Intelligence (AI) or automated tools to assist our recruiters in screening applications and assessing qualifications.

These tools are designed only to support human decision-making and do not make final hiring decisions.

Your personal information will be handled in compliance with Ontario's privacy and employment laws, including the Ontario Human Rights Code, the Employment Standards Act, and applicable privacy legislation.