Retail Store Manager, Financial Services (CA)

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

Job summary

A dynamic fintech company seeks a Local Store Manager for its Toronto storefront. This role involves overseeing daily operations, ensuring compliance with financial regulations, and building a strong team. Ideal candidates will possess a Bachelor's degree and extensive experience in financial retail management, with a focus on enhancing customer experiences and operational efficiency.

Benefits

Competitive salary

Comprehensive benefits

Performance-based incentives

Opportunities for professional growth

Beautiful office space with stunning views

Qualifications

• 5+ years in financial retail management.
• Ability to recruit and develop teams effectively.
• Experience in optimizing store operations and compliance.

Responsibilities

• Lead day-to-day operations ensuring compliance with regulations.
• Recruit, train and develop a high-performing team.
• Collaborate on store layout and optimize customer engagement.

Skills

Expertise in Canadian financial regulations

Customer service aptitude

Proficiency with CRM tools

Leadership in fast-paced environment

Fluency in French

Education

Bachelor's degree in Business, Finance, or related field

Job description

Role Overview

As the Local Store Manager for Moomoo Financial Canada, you will 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 develop 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 with a blend of customer service aptitude and financial industry knowledge (e.g., familiarity with trading platforms, 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 requirements (e.g., CSC/CPH certifications) and coordinate licensing processes.

Diversity & Inclusion: Build a team reflective of Canada'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, platform updates (e.g., Moomoo app features), and customer objection handling.

Role-Playing & Assessments: Use simulated scenarios to refine 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 consultation areas.

Tech Integration: Advocate for in-store digital tools (e.g., interactive kiosks 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 metrics (e.g., time spent in-store, conversion rates).

• Store Operation and Management

Daily Operations & Compliance: Oversee daily operations, ensuring compliance with FINTRAC, IIROC, and PIPEDA regulations for transactions, document storage, and store security.

Customer Acquisition & Conversion: Provide 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 targets for account growth, client assets under management (AUM), and referral rates.

Compliance Oversight: Audit processes to mitigate risks, including KYC documentation 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.

• 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

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

How to Apply

If you are a results-driven individual with a passion for operations and technology in the trading world, we want to hear from you. Please submit your resume and cover letter outlining your relevant experience and why you are the ideal candidate for this role.

Join Moomoo Canada and help shape the future of retail trading in Canada!

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Thank you for your interest in Moomoo Financial

Moomoo Canada Human Resources Team

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.

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.