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

Moomoo Canada; Toronto; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary and benefits

Performance-based incentives

Mid-town Toronto office with cityviews

Job summary

Moomoo Canada Financial Inc. (MFC) is seeking a motivated Investment Representative to drive client acquisition, onboarding, and event coordination in Markham or Toronto.

The role offers rotating part-time or full-time shifts, including weekends, and a strong focus on regulatory compliance. You will build relationships, open accounts, guide clients through the trading app, and meet quarterly sales targets while maintaining IIROC/CIRO standards.

Qualifications

• 2–3 years in customer-facing financial advisory or brokerage services.
• Hunter mentality with ability to generate leads.
• Strong knowledge of financial markets, platforms, and products.
• Canadian investment or banking background preferred.
• Detail-oriented with compliance documentation handling.
• Comfort with digital platforms, CRM, and trading apps.
• English communication skills, both written and spoken.
• Available for rotating shifts, including weekends/public holidays.
• Bachelor's degree strongly preferred.

Responsibilities

• Acquire new clients through events, partnerships, walk-in traffic, and outreach.
• Deliver customer-centric service to maximize retention and referrals.
• Onboard new clients: account openings, platform setup, and app walkthroughs.
• Meet quarterly and annual client acquisition targets.
• Cross-reference opportunities within your portfolio and network.
• Lead in-store events, workshops, and brand activations.
• Handle inquiries and escalate complex cases to relevant teams.
• Maintain IIROC/CIRO compliance and internal policies.
• Mentor teammates and contribute to a high-performance culture.
• Provide feedback to improve service workflows.

Skills

Hunter mentality

Client acquisition

CRM systems

English communication

Financial markets knowledge

Education

Bachelor's degree preferred

Tools

CRM systems

Trading apps

Brokerage platforms

Job description

Moomoo Canada Financial Inc. (MFC) is a subsidiary of FUTU Holdings Inc., a global leader in online brokerage solutions.

Role Overview

This role is a driven, hunter‑mentalty Investment Representative focused on client acquisition, onboarding, event coordination, and regulatory compliance. It offers part‑time or full‑time rotating shifts, including weekends.

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.
• Deliver exceptional, 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 expedite complex cases to relevant teams.
• 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.

Requirements

• 2‑3 years in customer‑facing financial advisory, retail investment, or brokerage services.
• Proven hunter mentality – you create leads.
• 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 fluency
• Cantonese fluency
• French fluency
• IIROC licensing
• Wealth‑management background

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 is a global leader in online brokerage and wealth management.

Equal Opportunity Statement

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 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. All employment offers are contingent upon meeting any applicable regulatory, licensing, or background check requirements.