Investment Representative (Bilingual - French and English)

Moomoo Canada; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Toronto is seeking an experienced Investment Representative to support retail and high-net-worth clients. You’ll provide frontline trade support, engage in client retention, and collaborate with teams for regulatory compliance. The ideal candidate has 3-5 years in financial services, a university degree, and the CSC and CPH certifications. Join us to shape the future of retail trading in Canada!

Benefits

Competitive salary

Comprehensive benefits

Performance-based incentives

Opportunities for professional growth

Beautiful office space with stunning city views

Qualifications

• Minimum 3-5 years in financial services, preferably within a brokerage setting.
• Deep understanding of compliance and risk management within Canadian investment regulations.

Responsibilities

• Provide frontline support for client trades and account inquiries.
• Engage with strategic retention efforts for at-risk clients.
• Resolve client complaints with a solution-oriented mindset.
• Partner with Compliance, Risk, and Product teams to enhance client experience.

Skills

Strong understanding of capital markets

Trading strategies

Investment products

Exceptional communication

Fluency in English

Organizational skills

Adaptability under pressure

Collaborative spirit

Education

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

CSC (Canadian Securities Course)

CPH (Conduct and Practices Handbook)

Tools

Microsoft Excel

Feishu

BBM

Job description

Overview

Moomoo Canada Financial Inc. (MFC) is a subsidiary of FUTU Holdings Inc. (NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions. We offer an advanced, user-friendly trading platform for do-it-yourself traders, empowering them to take control of their financial futures. Based in Toronto, we are expanding our team with a dynamic, growth-minded Investment Representative to support our retail, active trader, and high-net-worth clients.

This role reports directly to the Vice President, Customer Success. The Opportunity: you will support clients through trade support, proactive retention, and expert service delivery in a fast-paced environment.

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
• 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
• 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

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

• 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

How to Apply

If you are a results-driven individual with a passion for operations and technology in the trading world, we want to hear from you. Please submit your resume and cover letter outlining your relevant experience and why you are the ideal candidate for this role.

Join Moomoo Canada and help shape the future of retail trading in Canada!

Thank you for your interest in Moomoo Financial Canada. If you would like to download our App, you can explore what the future of investing looks like without depositing funds. Download at: https://www.moomoo.com/ca/download

Disclaimer: 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. We provide accommodations throughout the recruitment process as required by law.

All employment offers are contingent upon meeting regulatory, licensing, or background check requirements. Candidates must be legally authorized to work in Canada at the time of application. By applying, you acknowledge that your personal information will be collected and used for recruitment purposes in accordance with applicable privacy laws.