Toronto Financial Planning Job Listings

Workable

Investment Representative

About Moomoo Canada Financial Inc. (MFC) Moomoo Canada Financial 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 Investment Representative. 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 Education: University degree in Finance, Business, Economics, or related discipline. Certifications: CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) — both required. 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. 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. Benefits 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: 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. 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.

North York, ON, Canada

Negotiable Salary