Retail Store Associate, Financial Services

moomoo; Vancouver; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Performance-based incentives

Professional growth opportunities

Fintech leader environment

Job summary

Moomoo Financial Canada Inc. is seeking a client-focused Retail Store Associate / Relationship Manager for our Vancouver store.

The role combines sales, client service, and relationship management with opportunities to work across both part-time and full-time shifts, including weekends and holidays. Ideal candidates have a finance-related degree and 2–3 years of client-facing experience in financial services, plus CIRO licensing.

Qualifications

• Bachelor’s degree in finance, business, economics, or related discipline strongly preferred.
• 2–3 years of client-facing experience in financial services, brokerage, wealth management, or related field.

Responsibilities

• Welcome and engage walk-in customers, understand their needs, and introduce trading platform and services.
• Achieve sales KPIs including new account openings and funding.
• Acquire new clients through walk-ins, referrals, events, partnerships, and field marketing.
• Guide clients through account opening, platform setup, and product navigation.
• Maintain relationships with existing clients and support account funding and usage needs.
• Provide information about platform features, investment products, and trading tools.
• Where permitted, provide investment recommendations to clients.
• Escalate complex issues to internal teams as needed.

Skills

Client-facing

Relationship management

Sales & lead gen

Communication

Financial markets knowledge

Education

Bachelor’s degree in finance, business or economics

Tools

CIRO licensing/registration

CRM systems

Job description

About Moomoo Financial Canada Inc. (MFC)

Moomoo Financial Canada 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.

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

We are seeking a highly client-focused and sales-driven Retail Store Associate / Relationship Manager to join our retail store team. This is a Part-time and Full-time role with rotating shifts, including weekends and public holidays.

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 high-quality in-store client experience.

The ideal candidate is confident in 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.

Key Responsibilities

Client Engagement, Sales & Client Acquisition

• 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 escalte complex account, product, technical, or compliance-related matters to the appropriate internal teams.

Off-Store Pop-Ups & Field Marketing

• Support the planning and execution of in-store events, workshops, promotional campaigns, and community-engagement initiatives.
• Work at off-store pop-up locations, booths, and brand activations at malls, campuses, conferences, and other external venues to acquire new clients and build brand awareness.
• Represent Moomoo at community events, sponsorships, and field marketing activities, engaging attendees, demonstrating the platform, and generating leads on site.
• Assist with logistics for off-store activations, including setup and teardown, promotional materials, signage, devices, and on-site execution.
• Assist with marketing and content activities, including photo and video shoots, promotional-material development, marketing copywriting, and content creation for both in-store and off-store campaigns.
• Travel to and work at off-store pop-up and field marketing locations as required, including evenings, weekends, and public holidays.

Compliance, Operations & Collaboration

• Maintain accurate client records and complete all required documentation in accordance with CIRO requirements, company policies, and applicable laws and regulations.
• Support daily store operations, including opening and closing procedures, store readiness, supplies, and overall client experience.
• Collaborate with store colleagues and cross-functional teams to improve sales processes, service workflows, and the overall client experience.

Education & Experience

• Bachelor’s degree in finance, business, economics, or related discipline is strongly preferred.
• 2-3 years of client-facing experience in financial services, brokerage, wealth management, retail banking, investment sales, or a related field.

Knowledge & Capabilities

• 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 client-acquisition 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 English is required, with strong verbal and written communication skills and the ability to serve clients professionally. Proficiency in Mandarin, Cantonese, Korean or French is an asset.
• 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 & Travel

• Availability to work rotating shifts, including weekends and public holidays.
• Ability to work on-site at the assigned store location and at off-store pop-up and field marketing events.
• Reliable transportation to travel between store and off-store activation locations as required.

Strong Assets

• Mandarin fluency.
• Cantonese fluency.
• French fluency.
• CIRO licensing / registration as a Registered Representative.
• Wealth management background.

What We Offer

• Competitive salary, comprehensive benefits, and performance-based incentives
• Opportunities for professional growth in a fast-growing fintech company
• 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.

Warning about fake job posts

Please be aware of fraudulent job postings by persons not affiliated with Moomoo Financial Inc., or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local police or call the Canadian Anti-Fraud Centre at 1-888-495-8501.

Thank you for your interest in Moomoo Financial