Retail Store Manager, Financial Services (CA)

moomoo•Toronto, ON

41d•Onsite

About The Position

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.

Requirements

Bachelor's degree in Business, Finance, or related field
5+ years in financial retail management (e.g., bank branch, brokerage).
Expertise in Canadian financial regulations and trading platforms.
Proficiency with CRM tools and data analytics.
Leadership: Proven ability to inspire teams in a fast-paced, client-facing environment
Candidates must be legally authorized to work in Canada at the time of application.

Nice To Haves

CSC/CPH preferred; willingness to obtain required certifications
Fluency in French is a plus.

Responsibilities

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.
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.
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).
Daily Operations & Compliance: Oversee daily operations, ensuring compliance 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.
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.