Investment Representative

Reposted Yesterday
Be an Early Applicant
North York, ON, CAN
In-Office
Mid level
Fintech • Payments • Software • Financial Services
The Role
As an Investment Representative, you'll support clients with trades, resolve complaints, work with teams for compliance, and build client relationships.
Summary Generated by Built In

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, growth-mindset Investment Representative.

At Moomoo Financial Canada Inc., we’re not just building a brokerage — we’re redefining how Canadians invest. As part of a global fintech leader, we equip investors with cutting-edge technology, market intelligence, and client experience that stands apart. Whether you’re new to investing or a seasoned trader, Moomoo offers the tools to trade smarter and grow faster.

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

 What You Bring

  • 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

What We Offer

  • 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

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:

Equal Opportunity

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.

Artificial Intelligence (AI) Usage

Moomoo Financial Canda (MFC) values fairness, transparency, and privacy in our recruitment process. Please not that cetain stages of our hiring process may involve the use of Artificial Intelligence (AI) or automated tools to assist our recruiters in screening applications and assessing qualifications.

These tools are designed only to support human decision-making and do not make final hiring decisions. All decisions regarding interviews, offers, and employment are made by our hiring team.

Your personal information will be handled in compliance with Ontario's privacy and employment laws, including the Ontario Human Rights Code, the Employment Standards Act, and applicable privacy legislation.



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.





Skills Required

  • University degree in Finance, Business, Economics, or related discipline
  • CSC (Canadian Securities Course)
  • CPH (Conduct and Practices Handbook)
  • Minimum 3-5 years in financial services
  • Strong understanding of capital markets and investment products
  • Exceptional communicator fluent in English; French is an asset
  • Proficient in Microsoft Excel and internal communication platforms

Futu Holdings Limited Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Futu Holdings Limited and has not been reviewed or approved by Futu Holdings Limited.

  • Healthcare Strength Health insurance in the U.S. arm is described as strong, with some accounts citing employer-paid premiums for employees. Core medical coverage is listed across U.S. roles.
  • Retirement Support Retirement programs are offered by region, including a U.S. 401(k) with employer contribution and Hong Kong MPF participation. PRC and Singapore roles align with statutory social insurance and CPF-related schemes.
  • Equity Value & Accessibility Equity compensation exists via a group share incentive plan, with some roles in U.S. subsidiaries receiving RSUs at hire. Where granted, equity can meaningfully augment total compensation.

Futu Holdings Limited Insights

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The Company
HQ: Shenzhen
855 Employees
Year Founded: 2012

What We Do

Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide. With a global presence across Hong Kong, Singapore, the U.S., Australia, Canada, Japan, Malaysia, and New Zealand, we serve over 26 million users through our one-stop digital platforms, Futubull and moomoo, enabling everyone to become a better investor on the go. At Futu, our mission remains unchanged since day 1: make investing easier and not alone. We empower investors of all levels to confidently navigate the market with all the essential tools and data to achieve their financial goals. Together, we strive to build a world where smarter investing is within reach for all.

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