Retail Store Associate - Client Acquisition Specialist (Full Time/Part Time)
Moomoo View all jobs
- Toronto, ON
- Permanent
- Full-time
- 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
- 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
- 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
We are sorry but this recruiter does not accept applications from abroad.