- Location
- Toronto, Ontario, Canada · published
- Type
- Full-time
- Department
- Finance
- Seniority
- Manager
- Source
- Workable
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.