Talent.com
Investment Representative
Investment Representativemoomoo • North York, ON, Canada
No longer accepting applications
Investment Representative

Investment Representative

moomoo • North York, ON, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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 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-.

    Create a job alert for this search

    Investment Representative • North York, ON, Canada

    Similar jobs
    Investment Associate

    Investment Associate

    August Group • Toronto, ON, Canada
    Full-time
    August Group is a multi-family office, with a focus on exemplary services tailored to ultra-high-net-worth families and top-tier professional athletes. These services include sophisticated portfolio...Show more
    Last updated: 9 days ago • Promoted
    Investment Associate

    Investment Associate

    Segal • Toronto
    Full-time +1
    Investment Analyst – Entry Level.We are recruiting for an entry level Investment Analyst to join our Toronto office.This hybrid role requires being in the Toronto office 2 days a week.Join our dyna...Show more
    Last updated: 5 days ago • Promoted
    Investment Banking Associate - Infrastructure M&A Advisory

    Investment Banking Associate - Infrastructure M&A Advisory

    Agentis Capital • Toronto, ON, Canada
    Full-time +1
    Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rew...Show more
    Last updated: 30+ days ago • Promoted
    Investment Associate

    Investment Associate

    Fidelity Canada • Toronto, ON, CA
    Full-time
    Get AI-powered advice on this job and more exclusive features.Current work authorization for Canada is required for all openings. This is a regular, full-time role.You will be working on a flexible ...Show more
    Last updated: 12 days ago • Promoted
    Private Equity Funds Associate | Global Impact

    Private Equity Funds Associate | Global Impact

    CPP Investments | Investissements RPC • Toronto, ON, Canada
    Full-time
    Make an impact at a global and dynamic investment organization.When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors.As a professional...Show more
    Last updated: 4 days ago • Promoted
    Insights Principal, Private Equity

    Insights Principal, Private Equity

    Dialectica • Toronto, ON, Canada
    Full-time
    Dialectica is a leading B2B information services firm that serves the world's top consulting, investment and largest corporate businesses, by enabling them to gather real-time information and i...Show more
    Last updated: 16 days ago • Promoted
    Private Equity Associate

    Private Equity Associate

    Clearspring Capital Partners • Toronto C6A, ON, Canada
    Full-time
    Clearspring Capital Partners is seeking an Associate to join our investment team.This is a unique opportunity to work closely with a small group of senior investment professionals in Toronto and Mo...Show more
    Last updated: 2 days ago • Promoted
    Investor Relations Associate

    Investor Relations Associate

    McGillivray Capital Partners • Toronto, ON, Canada
    Full-time
    At McGillivray Capital Partners (MCP), our team has achieved the objective to create Diversified Investment Funds focused on equity capital across institutional-grade development projects – p...Show more
    Last updated: 30+ days ago • Promoted
    Investment Associate

    Investment Associate

    Fidelity International • Toronto, ON, CA
    Full-time
    Investment Associate page is loaded## Investment Associatelocations : Toronto Officetime type : Full timeposted on : Posted Todayjob requisition id : J62958# • •Job Description • • •Current work au...Show more
    Last updated: 15 days ago • Promoted
    Associate, Investments - Private Equity

    Associate, Investments - Private Equity

    Brookfield • Toronto, ON, Canada
    Full-time
    Associate, Investments - Private Equity page is loaded## Associate, Investments - Private Equitylocations : Toronto, Ontariotime type : Full timeposted on : Posted Todayjob requisition id : R20...Show more
    Last updated: 16 days ago • Promoted
    Investment Associate, Wealth Management

    Investment Associate, Wealth Management

    Canaccord Genuity Group Inc. • Toronto, Canada
    Permanent
    Investment Associate, Wealth Management.This range is provided by Canaccord Genuity Group Inc.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Wh...Show more
    Last updated: 2 days ago • Promoted
    Investment Lead

    Investment Lead

    Beacon Software • Toronto, ON, CA
    Full-time +1
    Beacon Software is a permanent capital holding company which acquires and grows essential businesses.We are a profitable series B+ firm that combines great technologists, operators and M&A professi...Show more
    Last updated: 30+ days ago • Promoted
    Investment Specialist

    Investment Specialist

    Canada Life • Toronto, ON, CA
    Temporary
    Investment Specialist – 12‑Month Contract.Join as an Investment Specialist for Canada Life.This is a temporary full‑time, 12‑month contract position located in Richmond Hill, Ontario.Full scrubbing...Show more
    Last updated: 19 days ago • Promoted
    Entry-Level Investment Advisor — Build HNW Portfolios

    Entry-Level Investment Advisor — Build HNW Portfolios

    TD • Toronto, ON, CA
    Full-time
    Une institution financière de premier plan, située à Toronto, recherche un Développeur de Conseiller en Investissement.Vous serez responsable de la gestion des relations avec des clients fortunés t...Show more
    Last updated: 30+ days ago • Promoted
    Investment Associate

    Investment Associate

    Uncapped Ltd. • Toronto, ON, CA
    Full-time
    A hybrid remote role based in Toronto.Are you a detail-oriented, analytical thinker looking to make a meaningful impact in the world of start-ups? At Uncapped, we invest in growing businesses and i...Show more
    Last updated: 30+ days ago • Promoted
    Investment Associate

    Investment Associate

    Uncapped • Toronto, ON, Canada
    Full-time
    A hybrid remote role based in Toronto.Show more
    Last updated: 30+ days ago • Promoted
    Associate, Investments - Private Equity

    Associate, Investments - Private Equity

    Brookfield Asset Management • Toronto C6A, ON, Canada
    Full-time
    Brookfield Place - 181 Bay Street.Brookfield’s private equity business focuses on driving operational transformation in businesses providing essential products and services.Leveraging our deep expe...Show more
    Last updated: 30+ days ago • Promoted
    Investment Associate, Capital Markets - Private Credit

    Investment Associate, Capital Markets - Private Credit

    Ontario Teachers' Pension Plan • Toronto
    Full-time
    We are looking for an Associate to join our Private Credit team.Based in Toronto, you will be an integral part of the team focused on direct private credit investments globally, and play a key role...Show more
    Last updated: 5 days ago • Promoted