Moomoo
Investment Representative
North York, Ontario, Canada · Contract
No sponsorshipDetected 7 days ago
ExcelCommunicationAdaptabilityOrganizational Skills
About the role
- We're looking for an Investment Representative to join our growing Canadian team.
- If you thrive in a fast-paced environment, understand the markets, and have a passion for client success - this is your moment.
- This role reports directly to the Vice President, Customer Success.
Responsibilities
- Drive Client Success: Provide frontline support for client trades, account inquiries, and platform navigation across multiple asset classes.
- Collaborate Across Teams: Partner with Compliance, Risk, and Product teams to elevate client experience while adhering to regulatory requirements.
- Communication Excellence: Use tools like Feishu, BBM, and Excel to document, analyze, and communicate effectively across teams.
- Provide frontline support for client trades, account inquiries, and platform navigation across multiple asset classes.
- Partner with Compliance, Risk, and Product teams to elevate client experience while adhering to regulatory requirements.
- This role is pivotal - you'll support our retail, active trader, and high-net-worth clients through trade support, proactive retention, and expert service delivery.
Requirements
- Certifications: CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) - both required.
- Skills & Strengths: Strong understanding of capital markets, trading strategies, and investment products.
- Identify clients at risk of attrition and engage with strategic retention efforts to re-ignite their experience with Moomoo.
- University degree in Finance, Business, Economics, or related discipline.
- CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) - both required.
- Minimum 3-5 years in financial services, preferably within a brokerage setting.
- Candidates must be legally authorized to work in Canada at the time of application.
Skills
- Moomoo is one of the most trusted and innovative retail trading platforms, serving over 24 million active users worldwide.
- Having launched in Canada just over a year ago, MFC has experienced significant growth and success.
- Strong understanding of capital markets, trading strategies, and investment products.
- Exceptional communicator with fluency in English; French is an asset.
- Proficient in Microsoft Excel and familiar with internal communication platforms like Feishu and BBM.
- Highly organized, adaptable, and capable of thriving under pressure.
- Collaborative spirit with the ability to work cross-functionally.
- Deep understanding of compliance and risk management within Canadian investment regulations.
- Join Moomoo Canada and help shape the future of retail trading in Canada!
- Click https://www.moomoo.com/ca/download to download our App now.
- Thank you for your interest in
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 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.
Visa & Work Authorization
- Candidates must be legally authorized to work in Canada at the time of application
This listing is sourced directly from Moomoo's careers page and normalized into a canonical job model.