Retail Store Manager, Financial Services (CA)
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Key skills for this role
About the Role
Moomoo Financial Canada is seeking a Retail Store Manager to lead day-to-day operations of a physical storefront in Toronto, ON. The role involves recruiting and developing a team, optimizing store layout, and ensuring compliance with financial regulations.
Key Skills for This Role
Responsibilities
- Lead day to day operations of the physical storefront, ensuring exceptional customer experiences and operational efficiency
- Recruit and develop a high performing team, fostering a culture of financial expertise and customer centric service
- Design and implement training modules covering account opening procedures, product knowledge, and compliance
- Collaborate with corporate design team to evaluate and optimize store layout efficiency
- Oversee daily operations, ensuring compliance with FINTRAC, IIROC, and PIPEDA regulations
- Manage customer flow, appointment scheduling, and in store technology
- Handle inventory, organize events, and generate weekly performance reports
- Drive store performance against targets for account growth, client assets under management, and referral rates
Requirements
- Bachelor's degree in Business, Finance, or related field
- 5+ years in financial retail management (e.g., bank branch, brokerage)
- CSC/CPH preferred; willingness to obtain required certifications
- Expertise in Canadian financial regulations and trading platforms
- Proficiency with CRM tools and data analytics
- Fluency in French is a plus
Full Job Posting
Role Overview
- As the Local Store Manager for Moomoo Financial Canada, you will 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.
Responsibilities
- Talent Acquisition & Team Building: Recruit top talent with customer service aptitude and financial industry knowledge
- Employee Training & Development: Design and implement training modules covering account opening procedures, product knowledge, and compliance
- Store Layout Optimization & Feedback: Collaborate with corporate design team to evaluate layout efficiency and advocate for in store digital tools
- Store Operation and Management: Oversee daily operations, ensuring compliance with FINTRAC, IIROC, and PIPEDA regulations
- Additional Core Duties: Drive store performance against targets, audit processes, host in store financial literacy seminars, and control expenses
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 certifications
- Skills: Expertise in Canadian financial regulations and trading platforms; proficiency with CRM tools and data analytics; fluency in French is a plus
- Leadership: Proven ability to inspire teams in a fast paced, client facing environment
Benefits
- 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
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