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Retail Store Manager, Financial Services (CA)

moomoo
Companymoomoo
CategoryRetail
LocationToronto
RemoteOn-site (inferred)
EmploymentFull-time
LevelManager
SalaryNot stated by the employer
Posted7 Jul 2026
Last verified11 Aug 2026
SourceEmployer ATS (workable)
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Description
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 environment 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 certif