Job Description & How to Apply Below
Moomoo Canada Financial Inc. (MFC), a CIRO-regulated investment dealer, is a subsidiary of FUTU Holdings Inc. (NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions. Moomoo is one of the most trusted and innovative retail trading platforms, serving over 27 million active users worldwide. We offer an advanced, user-friendly trading platform for do-it-yourself traders, empowering them to take control of their financial futures.
Having launched in Canada just over a year ago, MFC has experienced significant growth and success. Based in Toronto, with convenient access to the city’s Line 1 TTC subway, our new office boasts bright, open spaces and spectacular views of the city. As we continue to scale, we are seeking to expand our team with a dynamic Senior Product Manager (Investment Brokerage).
What is the Opportunity?
As a Client Relationship Manager — Key Accounts at Moomoo Canada, you will have the opportunity to manage, deepen, and grow relationships with high-value clients across the Canadian market.
In this client-facing role, you will provide a premium relationship experience to sophisticated investors by understanding their needs, supporting their client journey, and coordinating with internal teams to deliver timely and professional service. You will play an important role in client retention, asset growth, client activation, and business development.
This is an opportunity for a relationship-driven professional who combines commercial awareness, strong communication skills, and a high level of client empathy. You will work closely with service, product, marketing, operations, and compliance partners to support a differentiated client experience and contribute to the continued growth of Moomoo Canada’s high-value client segment.
The ideal candidate is comfortable working in a fast-paced financial services environment, understands the needs of active investors and high-value clients, and is able to communicate professionally with clients in English, Mandarin, and Cantonese.
What will you do?
Manage and grow relationships with high-value clients across the Canadian market.
Serve as a key point of contact for priority clients throughout the client lifecycle, including onboarding, activation, ongoing engagement, service support, and long-term relationship management.
Build trusted client relationships through proactive communication, thoughtful follow-up, and professional service.
Support client retention, asset growth, referral generation, and new-client conversion initiatives.
Identify opportunities to deepen existing client relationships and improve client engagement.
Work with internal partners to resolve client needs, service requests, and account-related matters in a timely and professional manner.
Support the planning and execution of client engagement activities, educational sessions, appreciation events, and premium client programs.
Provide structured client feedback and market insights to internal teams to help improve product, service, and client experience.
Maintain accurate CRM records, client notes, service plans, follow-up actions, and documentation.
Follow all applicable regulatory requirements, internal policies, client communication standards, and compliance procedures.
Identify and elevate operational, conduct, service, or risk-related concerns when appropriate.
Must-have
Completion of the Canadian Securities Course, CSC, and Conduct and Practices Handbook, CPH.
Minimum 5 years of experience in retail brokerage, wealth management, private banking, financial advisory, client relationship management, or a related financial services role.
Experience working with high-value, high-net-worth, active investor, or sophisticated client segments.
Strong understanding of investment products, brokerage platforms, trading workflows, and client service processes.
Proven ability to manage client relationships, support business growth, and deliver a high-quality client experience.
Strong relationship-building, consultative communication, and client engagement skills.
Commercial mindset with the ability to identify client needs, business…
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