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

moomoo • Toronto, ON

36d • Onsite

About The Position

Moomoo Canada is redefining how Canadians invest and is looking for a driven, hunter-mentality professional to join their Bloor Street flagship store. This is not a passive service role. The individual will own client acquisition, build their book through proactive outreach, and be the face of Moomoo in the community. This role is ideal for someone who thrives in fast-paced environments, loves closing, and is passionate about fintech. The position is available as Full Time or Part Time, with rotating shifts including weekends.

Requirements

• 2–3 years in customer-facing financial advisory, retail investment, or brokerage services
• Proven hunter mentality — you don't wait for leads, you create them
• 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

Nice To Haves

• Mandarin fluency
• Cantonese fluency
• French fluency
• IIROC licensing
• Wealth management background

Responsibilities

• Proactively seek and acquire new clients through events, partnerships, walk-in traffic, and community outreach — a true hunter mindset
• Deliver legendary, 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 escalate complex cases to relevant teams with speed and care
• 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

Benefits

• Competitive salary
• comprehensive benefits
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level