Retail Store Associate (Investment Brokerage) - Part Time - Bloor Street
Moomoo Voir toutes les offres
- Toronto, ON
- Permanent
- Temps-plein
- Client Servicing & Onboarding
- Support walk-in clients with account opening and platform setup.
- Provide guidance on the moomoo app features and basic investment tools.
- Handle basic client inquiries and escalate complex cases to relevant teams.
- Educate clients on market opportunities and moomoo’s platform offerings.
- Store Operations
- Ensure the store operates smoothly and complies with company standards.
- Assist with documentation, compliance checks, and backend onboarding processes.
- Maintain client confidentiality and adhere to all local financial regulations.
- Sales Support & Target Execution
- Support sales teams in achieving client acquisition and relevant KPIs.
- Assist with in-store lead follow-ups, appointments, and event-related activities.
- Participate in cross-selling investment products based on client needs (if applicable).
- Marketing & Event Support
- Help coordinate in-store events, workshops, and client engagement sessions.
- Provide on-site support during marketing campaigns and roadshows.
- Assist in promoting strategic brand partnerships and community engagement efforts.
- Team Collaboration
- Work closely with branch managers and team members on daily operations and special initiatives.
- Provide feedback to improve service workflows and customer experience.
- Participate in team meetings and internal training sessions.
- 2–3 years of experience in customer service, financial advisory, or retail investment services.
- Knowledge of financial markets, brokerage platforms, and investment products.
- Strong interpersonal and communication skills, both verbal and written.
- Detail-oriented, organized, and comfortable with multitasking.
- Familiarity with compliance and documentation requirements in the financial sector.
- Proficient in English; fluency in French is a plus.
- Willingness to work rotating shifts, weekends, and public holidays.
- Tech-savvy and comfortable with digital platforms and CRM systems.
- Customer-first mindset with a proactive approach to problem-solving.
- Opportunities for professional growth in a fast-growing fintech company
- Work in a company that's a global leader in online brokerage and wealth management
Nous sommes désolés mais ce recruteur n'accepte pas les candidatures en provenance de l'étranger.