Retail Store Associate - Client Acquisition Specialist (Full Time/Part Time)

MooMoo; Markham; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Growth opportunities

Mid-town Toronto office

Job summary

Moomoo Canada Financial Inc. (MFC) is expanding its Markham and Toronto presence and seeks a driven Investment Representative. You will own client acquisition, build your book through proactive outreach, and represent MFC in the community with a hunter‑mentality approach.

You will onboard new clients, open accounts, and guide them through our trading platform while meeting defined sales KPIs. Great communication in English and fintech enthusiasm are essential.

Qualifications

• 2–3 years in customer-facing financial advisory, retail investment, or brokerage services
• Proven hunter mentality - you don't wait for leads, you create them
• Strong knowledge of financial markets, brokerage platforms, and investment products
• Canadian investment or banking background strongly preferred
• Detail-oriented with comfort managing compliance documentation and regulatory requirements
• Tech-savvy - fluent in digital platforms, trading apps, and CRM systems
• Exceptional verbal and written communication skills in English
• Comfortable managing goals, prioritizing tasks, and thriving in a fast-paced environment
• Availability for rotating shifts including weekends and public holidays
• Bachelor's degree strongly preferred

Responsibilities

• Proactively seek and acquire new clients through events, partnerships, walk-in traffic, and community outreach - a true hunter mindset
• Deliver legendary, customer-centric service at every interaction to maximize retention and referrals
• Onboard new clients: account opening, platform setup, and guided app walkthroughs
• Meet and exceed quarterly and annual client acquisition KPIs and sales targets
• Identify opportunities within your portfolio and network to cross-refer investment products
• Coordinate and lead in-store events, workshops, roadshows, and brand partnership activations
• Handle client inquiries and escalate complex cases to relevant teams with speed and care
• Maintain full compliance with IIROC/CIRO regulations, MFC policies, and provincial/federal requirements
• Contribute as a mentor and collaborative team member, building a positive high-performance culture
• Provide feedback to continuously improve service workflows and the overall client experience

Skills

Hunter mentality

Tech-savvy

English communication

CRM systems

Education

Bachelor's degree

Tools

CRM systems

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)

Moomoo Canada is redefining how Canadians invest - and we are looking for a driven, hunter-mentality professional to join our Bloor Street flagship store. This is not a passive service role. You will own client acquisition, build your book through proactive outreach, and be the face of Moomoo in the community. If you thrive in fast-paced environments, love closing, and are passionate about fintech, this is your seat.

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

Key Responsibilities

• Proactively seek and acquire new clients through events, partnerships, walk-in traffic, and community outreach - a true hunter mindset
• Deliver legendary, customer-centric service at every interaction to maximize retention and referrals
• Onboard new clients: account opening, platform setup, and guided app walkthroughs
• Meet and exceed quarterly and annual client acquisition KPIs and sales targets
• Identify opportunities within your portfolio and network to cross-refer investment products
• Coordinate and lead in-store events, workshops, roadshows, and brand partnership activations
• Handle client inquiries and escalate complex cases to relevant teams with speed and care
• Maintain full compliance with IIROC/CIRO regulations, MFC policies, and provincial/federal requirements
• Contribute as a mentor and collaborative team member, building a positive high-performance culture
• Provide feedback to continuously improve service workflows and the overall client experience

• 2–3 years in customer-facing financial advisory, retail investment, or brokerage services
• Proven hunter mentality - you don't wait for leads, you create them
• Strong knowledge of financial markets, brokerage platforms, and investment products
• Canadian investment or banking background strongly preferred
• Detail-oriented with comfort managing compliance documentation and regulatory requirements
• Tech-savvy - fluent in digital platforms, trading apps, and CRM systems
• Exceptional verbal and written communication skills in English
• Comfortable managing goals, prioritizing tasks, and thriving in a fast-paced environment
• Availability for rotating shifts including weekends and public holidays
• Bachelor's degree strongly preferred

Strong assets

Mandarin fluencyCantonese fluencyFrench fluencyIIROC licensingWealth 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:

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. 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.