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Fintech Retail Trading & Client Experience
Résumé du poste
A leading Canadian fintech company is seeking a Retail Store Associate in Toronto to play a key role in customer service and store operations. You will assist clients with account setup, provide product guidance, and support marketing initiatives. Ideal for individuals with a passion for finance and technology. This position offers competitive pay and opportunities for professional growth in a rapidly evolving environment.
Prestations
Qualifications
- 2–3 years of experience in customer service, financial advisory, or retail investment services.
- Knowledge of financial markets, brokerage platforms, and investment products.
- Detail-oriented, organized, and comfortable with multitasking.
- Familiarity with compliance and documentation requirements in the financial sector.
- Proficient in English; fluency in French is a plus.
Responsabilités
- Support walk-in clients with account opening and platform setup.
- Provide guidance on the moomoo app features and basic investment tools.
- Assist with documentation, compliance checks, and backend onboarding processes.
- Help coordinate in-store events, workshops, and client engagement sessions.
- Work closely with branch managers and team members on daily operations.
Connaissances
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.