M

moomoo

Global investing platform offering data tools

Investment Representative - Brokerage

Customer SuccessConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaNo salary listed

About the Job

Requirements

  • A university degree in Finance, Business, Economics, or a related discipline is required.
  • The Canadian Investment Regulatory Exam (CIRE), effective January 1, 2026, is required; the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) are accepted in lieu of the CIRE for candidates who qualify under CIRO’s existing registrant exemptions or transitional provisions.
  • A minimum of 3–5 years of experience in financial services is required, preferably within a brokerage setting.
  • A strong understanding of capital markets, trading strategies, and investment products is required.
  • Fluency in English and Mandarin is required to support and communicate with English- and Mandarin-speaking clients.
  • Proficiency in Microsoft Excel and familiarity with internal communication platforms such as Feishu and BBM are required.
  • Candidates must have a deep understanding of compliance and risk management within Canadian investment regulations.
  • Candidates must be legally authorized to work in Canada at the time of application.

Responsibilities

  • Provide frontline support for client trades, account inquiries, and platform navigation across multiple asset classes.
  • Identify clients at risk of attrition and engage in strategic retention efforts to improve their experience.
  • Resolve client complaints while ensuring compliance with CIRO standards.
  • Partner with Compliance, Risk, and Product teams to improve client experience while adhering to regulatory requirements.
  • Stay informed on market developments to provide clients with relevant insights and context for their trading decisions.
  • Use Feishu, BBM, and Excel to document, analyze, and communicate across teams.

Desired Qualifications

  • Experience in financial services within a brokerage setting is preferred.

About the Company

moomoo

Global investing platform offering data tools

Moomoo is a global investing platform that provides stocks, ETFs, options, and crypto with real-time market data and a set of trading tools. It helps users make informed decisions by offering features like real-time quotes, technical analysis tools, and in-depth order book data all in one place. Its products are designed to be easy for beginners while powerful enough for experienced traders, combining accessible data with advanced analytics to support a wide range of investment strategies. Compared to other platforms, moomoo stands out by offering a broad mix of assets across markets and a comprehensive toolkit in one place, focusing on both user-friendliness and depth of analysis. The company’s goal is to help global investors grow their financial potential over time, empowering people at all levels of experience to pursue their investment journey.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Palo Alto, CA
Founded
2018

Recently Posted Jobs

Explore more opportunities at moomoo

See more jobs