Client Relationship Manager - Key Accounts

About Moomoo Canada Financial Inc. (MFC)

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 escalate operational, conduct, service, or risk-related concerns when appropriate.

Requirements

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 opportunities, and relationship development potential.
• Full professional fluency in English and Mandarin is required.
• Trilingual capability in English, Mandarin, and Cantonese is strongly preferred to support Canada’s Chinese-speaking client base.
• Strong attention to detail in documentation, data entry, client records, and compliance-related administrative work.
• Ability to manage multiple priorities, client relationships, and internal follow-ups in a fast-paced environment.

Nice-to-have

• Undergraduate degree in Finance, Economics, Business, or a related discipline.
• Strong familiarity with North American capital markets, including U.S. and Canadian equities, ETFs, fixed income, foreign exchange, and market structure.
• Familiarity with options, margin, order types, and trading-related risk concepts.
• Understanding of Canadian registered accounts, including RRSP, TFSA, FHSA, and other wealth planning topics.
• Knowledge of retirement planning, estate planning, tax-efficient investing, or cross-border wealth considerations.
• Progress toward or completion of PFP, CFP, CIM, CFA, or other relevant professional designations.
• Experience supporting sophisticated traders, active investors, or high-net-worth clients.
• Comfortable participating in client events, educational sessions, and relationship-building activities.

Job Skills

Business Development, Client Relationship Management, Client Retention, Client Centricity, Consultative Communication, Financial Services, Brokerage Operations, CRM Management, Client Segmentation, Cross-Functional Collaboration, Investment Knowledge, Data Analysis, Microsoft Excel, Microsoft Office, Compliance Awareness, English Communication, Mandarin Communication, Cantonese Communication, Long-Term Relationship Planning.

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.

Join Moomoo Canada and help shape the future of retail trading in Canada!

Thank you for your interest in Moomoo Financial Canada. If you would like to download our App and give it a try, you do not need to deposit funds and can explore what the future of investing looks like. Click https://www.moomoo.com/ca/download to download our App now.

Thank you for your interest in Moomoo Financial

Moomoo Canada Human Resources Team

Disclaimer

Equal Opportunity

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.

Artificial Intelligence (AI) Usage

Moomoo Financial Canda (MFC) values fairness, transparency, and privacy in our recruitment process. Please not that cetain stages of our hiring process may involve the use of Artificial Intelligence (AI) or automated tools to assist our recruiters in screening applications and assessing qualifications.

These tools are designed only to support human decision-making and do not make final hiring decisions. All decisions regarding interviews, offers, and employment are made by our hiring team.

Your personal information will be handled in compliance with Ontario's privacy and employment laws, including the Ontario Human Rights Code, the Employment Standards Act, and applicable privacy legislation.

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.