Publié il y a 4 mois
Investment Representative - Brokerage (English and Mandarin)
@ moomoo
Ontario
En bref
Moomoo Financial Canada Inc. is hiring a full-time Investment Representative in Toronto to support retail, active trader and high-net-worth clients. The role covers trade support, client retention and complaint resolution, and requires English and Mandarin fluency with 3-5 years of financial services experience.
Responsabilités :
- Provide frontline support for client trades and account inquiries
- Identify at-risk clients and run retention efforts
- Resolve client complaints while meeting CIRO standards
- Work with compliance, risk and product teams
Résumé des exigences :
- University degree in finance, business or economics
- CIRE required, CSC and CPH accepted in some cases
- 3-5 years in financial services, preferably brokerage
- Fluent in English and Mandarin
- Proficient in Microsoft Excel
Outils et compétences
Source et dates
Site carrière / système de candidatures · workable
- Date publiée par l’employeur
- 2026-07-14
- Première détection par notre source
- 2026-10-09
- Mise à jour du dossier source
- 2026-11-03
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Service à la clientèle |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English, Mandarin |
| Permis et certifications | CIRE, Canadian Securities Course, Conduct and Practices Handbook Course |
| Candidatures encouragées | Personnes racisées, Autochtones, Personnes handicapées, 2ELGBTQI+ |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | Finance, Business, Economics |
| Avantages mentionnés | Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
moomoo
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Global account of moomoo | A Smarter Option for trading options, stocks, ETFs, and now crypto!*
Description complète de l’entreprise
Moomoo is an investment and trading platform that empowers global investors with pro-grade, easy-to-use tools, data, and insights. We believe investing is a transformative and long-term journey. That's why moomoo empowers investors with the tools and data they need to help unlock their financial potential today and in the future. Whether you're a beginner or a pro, moomoo is here to power your investment journey. With access to a wide range of both user-friendly and advanced features, including real-time market data, technical analysis tools, and in-depth order book data, you can potentially enhance your trading strategies to pursue your goals. We strive to deliver a comprehensive investment experience for investors at every level. As a one-stop platform for global investing, moomoo provides access to stocks, ETFs, options, and crypto across major financial markets. *Access to products requires separate accounts with affiliated entities. Disclosure: https://www.moomoo.com/moomoo-social-media-disclosure
- Abonnés LinkedIn
- 26 535
- Personnes associées sur LinkedIn
- 271
- Bureaux déclarés
- Jersey City, New Jersey, US
- Autres noms enregistrés
- moomoo
- Le profil indique une agence de recrutement
- Non
Moomoo is an investment and trading platform that empowers global investors with pro-grade, easy-to-use tools, data, and insights. We believe investing is a transformative and long-term journey. That's why moomoo empowers investors with the tools and data they need to help unlock their financial potential today and in the future. Whether you're a beginner or a pro, moomoo is here to power your investment journey…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 1,001-5,000 employees |
| Siège social | Jersey City, New Jersey |
| Type d’organisation | Privately Held |
| Offres sur Jobsy | 10 |
| Voir la page |
About Moomoo Financial Canada Inc. (MFC)
Moomoo Financial Canada Inc. (MFC) is a subsidiary of FUTU Holdings Inc. (NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions. Moomoo is one of the most trusted and innovative retail trading platforms, serving over 24 million active users worldwide. We offer an advanced, user-friendly trading platform for do-it-yourself traders, empowering them to take control of their financial futures.
Having launched in Canada just over a year ago, MFC has experienced significant growth and success. Based in Toronto, with convenient access to the city’s Line 1 TTC subway, our new office boasts bright, open spaces and spectacular views of the city. As we continue to scale, we are seeking to expand our team with a dynamic, growth-mindset Investment Representative.
At Moomoo Financial Canada Inc., we’re not just building a brokerage — we’re redefining how Canadians invest. As part of a global fintech leader, we equip investors with cutting-edge technology, market intelligence, and client experience that stands apart. Whether you’re new to investing or a seasoned trader, Moomoo offers the tools to trade smarter and grow faster.
The Opportunity
We’re looking for an Investment Representative to join our growing Canadian team. 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. 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.
What You’ll Be Doing
- Drive Client Success: Provide frontline support for client trades, account inquiries, and platform navigation across multiple asset classes.
- Client Retention & Relationship Building: Identify clients at risk of attrition and engage with strategic retention efforts to re-ignite their experience with Moomoo.
- Resolve with Impact: Tackle client complaints with a solution-oriented mindset while ensuring compliance with CIRO standards.
- Collaborate Across Teams: Partner with Compliance, Risk, and Product teams to elevate client experience while adhering to regulatory requirements.
- Market Expertise: Stay informed on market developments to provide clients with relevant insights and context for their trading decisions.
- Communication Excellence: Use tools like Feishu, BBM, and Excel to document, analyze, and communicate effectively across teams.
- Be Adaptable: Thrive in a dynamic, high-growth environment where every day brings new challenges and opportunities.
Requirements
What You Bring
- Education: University degree in Finance, Business, Economics, or related discipline.
- Certifications: Canadian Investment Regulatory Exam (CIRE), effective January 1, 2026, required. Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) accepted in lieu of the CIRE for candidates who qualify under CIRO’s existing registrant exemptions or transitional provisions.
- Experience: Minimum 3-5 years in financial services, preferably within a brokerage setting.
- Skills & Strengths:
- Strong understanding of capital markets, trading strategies, and investment products.
- Fluency in English and Mandarin is required to effectively support and communicate with English- and Mandarin-speaking clients.
- 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.
Benefits
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!
Thank you for your interest in Moomoo Financial Canada. If you would like to download our App and give it a try, you do not need to deposit funds and can explore what the future of investing looks like. Click https://www.moomoo.com/ca/download to download our App now.
Thank you for your interest in Moomoo Financial
Moomoo Canada Human Resources Team
Disclaimer:
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.
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.
Artificial Intelligence (AI) Usage
Moomoo Financial Canda (MFC) values fairness, transparency, and privacy in our recruitment process. Please not that cetain stages of our hiring process may involve the use of Artificial Intelligence (AI) or automated tools to assist our recruiters in screening applications and assessing qualifications.
These tools are designed only to support human decision-making and do not make final hiring decisions. All decisions regarding interviews, offers, and employment are made by our hiring team.
Your personal information will be handled in compliance with Ontario's privacy and employment laws, including the Ontario Human Rights Code, the Employment Standards Act, and applicable privacy legislation.
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.
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