Responsibilities

Manage and grow relationships with high-value clients across the Canadian market

Serve as a key point of contact for priority clients throughout the client lifecycle, including onboarding, activation, ongoing engagement, service support, and long-term relationship management

Build trusted client relationships through proactive communication, thoughtful follow-up, and professional service

Support client retention, asset growth, referral generation, and new-client conversion initiatives

Identify opportunities to deepen existing client relationships and improve client engagement

Work with internal partners to resolve client needs, service requests, and account-related matters in a timely and professional manner

Support the planning and execution of client engagement activities, educational sessions, appreciation events, and premium client programs

Provide structured client feedback and market insights to internal teams to help improve product, service, and client experience

Maintain accurate CRM records, client notes, service plans, follow-up actions, and documentation

Follow all applicable regulatory requirements, internal policies, client communication standards, and compliance procedures

Identify and escalage operational, conduct, service, or risk-related concerns when appropriate

Requirements

Completion of the Canadian Securities Course, CSC, and Conduct and Practices Handbook, CPH

Minimum 5 years of experience in retail brokerage, wealth management, private banking, financial advisory, client relationship management, or a related financial services role

Experience working with high-value, high-net-worth, active investor, or sophisticated client segments

Strong understanding of investment products, brokerage platforms, trading workflows, and client service processes

Proven ability to manage client relationships, support business growth,



and deliver a high-quality client experience

Strong relationship‑building, consultative communication, and client engagement skills

Commercial mindset with the ability to identify client needs, business opportunities, and relationship development potential

Full professional fluency in English and Mandarin is required

Trilingual capability in English, Mandarin, and Cantonese is strongly preferred to support Canada's Chinese-speaking client base

Strong attention to detail in documentation, data entry, client records, and compliance-related administrative work

Ability to manage multiple priorities, client relationships, and internal follow-ups in a fast-paced environment

Nice-to-have

Undergraduate degree in Finance, Economics, Business, or a related discipline

Strong familiarity with North American capital markets, including U.S. and Canadian equities, ETFs, fixed income, foreign exchange, and market structure

Familiarity with options, margin, order types, and trading-related risk concepts

Understanding of Canadian registered accounts, including RRSP, TFSA, FHSA, and other wealth planning topics

Knowledge of retirement planning, estate planning, tax-efficient investing, or cross-border wealth considerations

Progress toward or completion of PFP, CFP, CIM, CFA, or other relevant qualified designations

Experience supporting sophisticated traders, active investors, or high-net-worth clients

Comfortable participating in client events, educational sessions, and relationship-building activities





Job Skills
Business Development, Client Relationship Management, Client Retention, Client Centricity, Consultative Communication, Financial Services, Brokerage Operations, CRM Management, Client Segmentation, Cross-Functional Collaboration, Investment Knowledge, Data Analysis, Microsoft Excel, Microsoft Office, Compliance Awareness, English Communication, Mandarin Communication, Cantonese Communication, Long-Term Relationship Planning.

Benefits

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 is a global leader in online brokerage and wealth management

Equal Opportunity Statement
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.

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📌 Client Relationship Manager - Key Accounts (British Columbia)
🏢 Moomoo Canada
📍 British Columbia