Drive client acquisition for Moomoo Canada in Markham or Toronto, using financial markets knowledge, outreach, and digital trading platforms.
This Investment Representative role supports Moomoo’s retail trading platform across Markville Mall and Bloor Street West. You will build a client portfolio through proactive outreach, deliver customer-centric service, and support investors using brokerage technology. The position requires financial markets knowledge, sales focus, and regulatory awareness.
Key Responsibilities:
- Acquire clients through events, partnerships, walk-in traffic, and outreach
- Onboard clients through account opening and platform setup
- Meet quarterly and annual acquisition KPIs and sales targets
- Lead workshops, roadshows, and brand partnership activations
- Handle inquiries and escalate complex cases appropriately
Requirements:
- Two to three years in financial advisory, investment, or brokerage services
- Proven hunter mentality creating current leads
- Knowledge of markets, brokerage platforms, and investment products
- English communication skills and digital platform fluency
- Rotating shift availability, including weekends and public holidays
Use client acquisition, investment knowledge, and compliance awareness to represent Moomoo across its Markham and Toronto locations.