Offline Store Associate - Relationship Manager (Full Time/Part Time)

moomoo; Toronto; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Growth opportunities

Beautiful office views

Job summary

Moomoo Canada Financial Inc. (MFC) is seeking an Offline Store Associate / Relationship Manager to join our retail team in Markham or Toronto.

You will engage customers, promote our trading platform, and drive account openings and funding while delivering a high-quality in-store experience. The ideal candidate has 2–3 years of client-facing experience in financial services, a strong sales mindset, and fluency in English plus Mandarin and Cantonese.

Qualifications

• 2–3 years of client-facing experience in financial services or wealth management.
• Strong communication skills and a sales-focused mindset.
• Fluency in English plus Mandarin and Cantonese; CIRO licensing is valued.

Responsibilities

• Welcome and engage walk-in customers, understand their needs, and introduce trading platform, products, and services.
• Achieve assigned sales and client-acquisition KPIs, including new account openings and account funding.
• Proactively acquire new clients through walk-in traffic, referrals, events, partnerships, community outreach, and other business-development activities.
• Guide new clients through account opening, platform setup, app demonstrations, and product navigation.
• Maintain and strengthen relationships with existing clients, support account funding and product-use needs, and drive retention.
• Provide clear information about platform features, investment products, and trading tools.
• Respond to client inquiries and escalate complex matters to internal teams.
• Support in-store events, campaigns, and content creation.

Skills

Client facing

Relationship management

Sales mindset

Financial markets knowledge

CRM systems

Trading apps

English fluency

Mandarin

Cantonese

Education

Bachelor's degree in finance/business

Tools

CRM systems

Trading platforms

Job description

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 two years 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.

Role Overview (Part Time/Full Time. Rotating shifts including weekends)

We are seeking a highly client-focused and sales-driven Offline Store Associate / Relationship Manager to join our retail store team.

The primary focus of this role is to engage customers, promote our trading platform and products, acquire new clients, and achieve sales KPIs related to account openings and account funding. The role is also responsible for maintaining relationships with existing clients, supporting their product-use and account-funding needs, and delivering a high-quality in-store client experience.

The ideal candidate is confident working directly with clients, proactive in identifying and pursuing sales opportunities, and knowledgeable about financial markets and investment products. Experience with equity and options trading, as well as CIRO registration as a Registered Representative, would be highly valued.

Location: Markville Mall, Markham, ON or 95 Bloor Street West, Toronto, ON

Key Responsibilities

• Welcome and engage walk-in customers, understand their needs, and introduce the company's trading platform, products, and services.
• Achieve assigned sales and client-acquisition KPIs, including new account openings and account funding.
• Proactively acquire new clients through walk-in traffic, referrals, events, partnerships, community outreach, and other business-development activities.
• Guide new clients through account opening, platform setup, app demonstrations, and product navigation.
• Maintain and strengthen relationships with existing clients, follow up on their account-funding and product-use needs, and support client satisfaction, engagement, and retention.
• Provide clear and accurate information about platform features, investment products, and trading tools.
• Where permitted by the employee's registration category, firm approval, and applicable regulatory requirements, provide investment recommendations to clients.
• Respond to client inquiries and elevate complex account, product, technical, or compliance-related matters to the appropriate internal teams.
• Support the planning and execution of in-store events, workshops, promotional campaigns, and community-engagement initiatives.
• Assist with marketing and content activities, including photo and video shoots, promotional-material development, marketing copywriting, and content creation.
• Maintain accurate client records and complete all required documentation in accordance with CIRO requirements, company policies, and applicable laws and regulations.
• Collaborate with store colleagues and cross-functional teams to improve sales processes, service workflows, and the overall client experience.

2-3 years of client-facing experience in financial services, brokerage, wealth management, retail banking, investment sales, or a related field.

Qualifications

• Strong client-facing and relationship-management skills, with the ability to communicate confidently, understand client needs, build trust, and develop long-term relationships.
• A proactive sales mindset, with demonstrated ability to identify opportunities, generate leads, follow up with prospective clients, and achieve sales KPIs.
• Strong financial background and solid knowledge of financial markets, brokerage services, and investment products.
• Ability to explain financial products, platform features, and trading concepts clearly, accurately, and in a client-friendly manner.
• Fluency in Mandarin, Cantonese, and English is required, with strong verbal and written communication skills and the ability to serve clients professionally in all three languages.
• Strong customer-service, communication, and problem-solving skills.
• Detail-oriented and comfortable handling client documentation, compliance procedures, and regulatory requirements.
• Proficiency with digital platforms, trading applications, CRM systems, and other business tools.
• Strong organizational and time-management skills, with the ability to manage competing priorities in a fast-paced retail environment.
• Availability to work rotating shifts, including weekends and public holidays.
• Bachelor's degree in finance, business, economics, or a related discipline is strongly preferred.

Strong assets

Mandarin fluency Cantonese fluency French fluency. CIRO licensing Wealth management background

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

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. All decisions regarding interviews, offers, and employment are made by our hiring team.

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.

Thank you for your interest in Moomoo Financial

Moomoo Canada Human Resources Team