Retail Store Manager, Financial Services (CA)

Moomoo Canada; Toronto; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Growth opportunities

Beautiful Midtown Toronto office

Job summary

Moomoo Financial Canada in Toronto is seeking a Local Store Manager to lead day-to-day storefront operations, ensuring exceptional customer experiences and regulatory compliance. You will recruit and develop a high-performing team and drive engagement through tech-forward store features.

The role requires 5+ years in financial retail management, CSC/CPH preferred, and fluency in French a plus; you will oversee training, store layout, and performance reporting in a fast-paced fintech environment.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 5+ years in financial retail management (e.g., bank branch, brokerage).
• CSC/CPH certifications preferred; willingness to obtain required certifications.
• Expertise in Canadian financial regulations and trading platforms; CRM and data analytics proficiency.

Responsibilities

• Talent Acquisition & Team Building: recruit, interview, and hire candidates; ensure regulatory compliance and diversity.
• Employee Training & Development: design onboarding for accounts and compliance with FINTRAC, IIROC, AML; ongoing education.
• Store Layout Optimization & Feedback: map customer journeys; implement in-store tech and ensure accessibility.
• Store Operation and Management: oversee daily operations; manage onboarding, inventory, events, and weekly reports.
• Additional Core Duties: drive sales and assets under management; conduct KYC audits; host financial literacy seminars.

Skills

Team leadership

Customer service

Regulatory knowledge

Financial product knowledge

Education

Bachelor's degree in Business/Finance

Tools

CRM tools

Data analytics

Job description

Role Overview

As the Local Store Manager for Moomoo Financial Canada, you wiIl lead the day-to-day operations of our physical storefront, ensuring exceptional customer experiences, operational efficiency, and alignment with Moomoo's innovative, tech-driven brand. You will recruit and deveelop a high-performing team, foster a culture of financial expertise and customer-centric service, and collaborate on optimizing the store environment to drive engagement and compliance.

Responsibilities

• Talent Acquisition & Team Building
  • Recruit Top Talent: Source, interview, and hire candidates witha blend of customer service aptitude and financial industry knowledge (e.g., familiarity with trading platforrms, investment products).
  • Cultural Fit: Prioritize candidates who align with Moomoo's values of innovation, transparency, and client empowerment.
  • Certification Support: Ensure all hires meet regulatory requirerments (e.g., CSC/CPH certifications) and coordinate licensing processes.
  • Diversity & Inclusion: Build a team reflective of Canadaa's multicultural communities to enhance customer trust and rapport.
• Employee Training & Development
  • Onboarding Programs: Design and implement training modules covering account opening procedures (TFSA, RRSP, margin accounts), product knowledge (stocks, ETFS, options), and compliance with FINTRAC, IIROC, and AML regulations.
  • Ongoing Education: Conduct workshops on market trends, plaatform updates (e.g., Moomoo app features), and customer objection handling.
  • Role-Playing & Assessments: Use simulated scenarios to refiine staff skills in addressing complex client inquiries (e.g., risk tolerance, fee structures).
  • Performance Metrics: Track KPIs like account activation rates, customer satisfaction scores, and compliance audit results to identify training gaps.
• Store Layout Optimization & Feedback
  • Customer Journey Mapping: Collaborate with the corporate design team to evaluate layout efficiency, ensuring seamless navigation from welcome zones to consultatioon areas.
  • Tech Integration: Advocate for in-store digital tools (e.g., interactive kosks for market data, tablets for account demos) to enhance Moomoo's tech-forward brand image.
  • Compliance & Safety: Ensure layout adheres to regulatory standards for client privacy (e.g., secure document handling areas) and accessibility requirements.
  • A/B Testing: Pilot layout changes and measure impact on engagement imetrics (e.g., time spent in-store, conversion rates).
• Store Operation and Management
  • Daily Operations & Compliance: Oversee daily operations, ensuring coompliance with FINTRAC, IIROC, and PIPEDA regulations for transactions, document storage, and store security.
  • Customer Acquisition & Conversion: Providing onboarding services to new clients. Manage customer flow, appointment scheduling, and in-store technology (e.g., trading terminals,kiosks) to enhance service quality and resolve issues promptly.
  • Inventory, Events & Reporting: Handle inventory, organize events, and generate weekly performance reports to drive operational efficiency and customer satisfaction.
• Additional Core Duties
  • Sales & Operations Leadership: Drive store performance against targeets for account growth, client assets under management (AUM), and referral rates.
  • Compliance Oversight: Audit processes to mitigate risks, including KYCdocumentation and transaction reporting.
  • Community Engagement: Host in-store financial literacy seminars to position Moomoo as a trusted local resource.
  • Budget Management: Control expenses while maintaining high standards for in-store technology and customer amenities.

Requirements

• Education: Bachelor's degree in Business, Finance, or related field
• Experience: 5+ years in financial retail management (e.g., bank branch, brokerage)
• Licenses: CSC/CPH preferred; willingness to obtain required certifications
• Skills:
  • Expertise in Canadian financial regulations and trading platforms
  • Proficiency with CRM tools and data analytics
  • Fluency in French is a plus
• Leadership: Proven ability to inspire teams in a fast-paced, client-facing environment

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

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 racialised 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.