Job Title or Location

Branch Manager (Investment Brokerage)

moomoo - 9 Jobs
Toronto, ON
Posted today
Job Details:
Full-time
Experienced
Benefits:
Bonuses & Incentives

Role Overview

The Branch Manager is responsible for the overall success and smooth operations of a moomoo physical investment store. This leadership role combines strategic business development, operational excellence, and team management to drive customer acquisition, enhance client relationships, and ensure compliance with local financial regulations. As the face of the moomoo brand in-store, the Branch Manager plays a critical role in delivering a premium customer experience and expanding our offline presence.

Key Responsibilities

Business Strategy & KPI Ownership

  • Take full ownership of branch KPIs.
  • Drive local business strategy to meet financial, operational, and growth targets.
  • Adapt quickly to market conditions and regulatory changes.

Operations & Compliance

  • Oversee and optimize daily operations, ensuring efficiency and strict compliance with financial industry regulations.
  • Improve in-store workflows and service delivery standards.
  • Coordinate with legal and compliance teams to ensure branch operations align with internal and regulatory requirements.

Client Relationship Management

  • Lead the team in building and maintaining strong, trust-based relationships with clients.
  • Resolve client issues efficiently with a focus on in-person service excellence.
  • Organize client engagement events and investment education sessions to enhance retention and upselling opportunities.

Team Leadership & Development

  • Recruit, train, and manage high-performing sales and support teams.
  • Foster a results-driven and positive workplace culture.
  • Design and implement systematic training programs for compliance, product knowledge, and client servicing.

Performance Monitoring & Analysis

  • Track branch KPIs such as client growth, sales performance, and customer satisfaction.
  • Generate actionable insights from performance metrics and market trends.
  • Collaborate cross-functionally (marketing, product, tech) to refine go-to-market strategies.

Marketing & Community Engagement

  • Support and lead in-store promotional events, workshops, and roadshows.
  • Partner with marketing teams on brand positioning and customer outreach.
  • Represent moomoo in cross-brand collaborations to attract high-net-worth individuals (HNWIs) and strategic partners.

Requirements

  • 5–8 years of experience in financial services, including retail brokerage, wealth management, or in-store financial sales or someone with regular investment habit is highly preferred
  • Proven experience managing physical store operations and frontline teams.
  • Strong leadership skills with the ability to motivate and guide teams toward performance goals.
  • Deep understanding of financial markets, trading platforms, and investment products.
  • Knowledge of compliance requirements relevant to the country of operation.
  • Fluency in French is a plus.
  • Willingness to work shifts, including weekends and public holidays.
  • Experience working in high-growth or start-up environments.
  • Exposure to global teams and multicultural settings.
  • Project management and problem-solving skills.
  • Demonstrated ability to drive cross-departmental initiatives.

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.

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Moomoo Canada Human Resources Team

Disclaimer:

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.

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.

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