Role Overview

As the Local Store Manager for Moomoo Financial Canada, you wiIl lead the day-to-day operations of our physical storefront, ensuring exceptional customer experiences, operational efficiency, and alignment with Moomoo's innovative, tech-driven brand. You will recruit and deveelop a high-performing team, foster a culture of financial expertise and customer-centric service, and collaborate on optimizing the store setting to drive engagement and compliance.

Responsibilities

- Talent Acquisition & Team Building
- Recruit Top Talent: Source, interview, and hire candidates witha blend of customer service aptitude and financial industry knowledge (e.g., familiarity with trading platforrms, investment products).
- Cultural Fit: Prioritize candidates who align with Moomoo's values of innovation, transparency, and client empowerment.
- Certification Support: Ensure all hires meet regulatory requirerments (e.g., CSC/CPH certifications) and coordinate licensing processes.
- Diversity & Inclusion: Build a team reflective of Canadaa's multicultural communities to enhance customer trust and rapport.

- Employee Training & Development

- Onboarding Programs: Design and implement training modules covering account opening procedures (TFSA, RRSP, margin accounts), product knowledge (stocks, ETFS, options), and compliance with FINTRAC, IIROC, and AML regulations.
- Ongoing Education: Conduct workshops on market trends, plaatform updates (e.g., Moomoo app features), and customer objection handling.
- Role-Playing & Assessments: Use simulated scenarios to refiine staff skills in addressing complex client inquiries (e.g., risk tolerance, fee structures).
- Performance Metrics:



Track KPIs like account activation rates, customer satisfaction scores, and compliance audit results to identify training gaps.

- Store Layout Optimization & Feedback

- Customer Journey Mapping: Collaborate with the corporate design team to evaluate layout efficiency, ensuring seamless navigation from welcome zones to consultatioon areas.
- Tech Integration: Advocate for in-store digital tools (e.g., interactive kosks for market data, tablets for account demos) to enhance Moomoo's tech-forward brand image.
- Compliance & Safety: Ensure layout adheres to regulatory standards for client privacy (e.g., secure document handling areas) and accessibility requirements.
- A/B Testing: Pilot layout changes and measure impact on engagement imetrics (e.g., time spent in-store, conversion rates).

- Store Operation and Management

- Daily Operations & Compliance: Oversee daily operations, ensuring coompliance with FINTRAC, IIROC, and PIPEDA regulations for transactions, document storage, and store security.
- Customer Acquisition & Conversion: Providing onboarding services to new clients. Manage customer flow, appointment scheduling, and in-store technology (e.g., trading terminals,kiosks) to enhance service quality and resolve issues promptly.
- Inventory,



Events & Reporting: Handle inventory, organize events, and generate weekly performance reports to drive operational efficiency and customer satisfaction.

- Additional Core Duties

- Sales & Operations Leadership: Drive store performance against targeets for account growth, client assets under management (AUM), and referral rates.
- Compliance Oversight: Audit processes to mitigate risks, including KYCdocumentation and transaction reporting.
- Community Engagement: Host in-store financial literacy seminars to position Moomoo as a trusted local resource.
- Budget Management: Control expenses while maintaining high standards for in-store technology and customer amenities.

Requirements

- Education: Bachelor's degree in Business, Finance, or related field
- Experience: 5+ years in financial retail management (e.g., bank branch, brokerage)
- Licenses: CSC/CPH preferred; willingness to obtain required certifications
- Skills:
- Expertise in Canadian financial regulations and trading platforms
- Proficiency with CRM tools and data analytics
- Fluency in French is a plus

- Leadership: Proven ability to inspire teams in a fast-paced, client-facing environment

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's a global leader in online brokerage and wealth management

Equal Opportunity

Moomoo Financial Canada (MFC) is an equal opportunity em

📌 Retail Store Manager, Financial Services (Toronto)
🏢 Moomoo Canada
📍 Toronto