Investment Representative

1 month ago


North York, Canada Moomoo Financial Canada Inc. Full time

Your day-to-day responsibility
- Answer inbound calls and provide excellent customer service by helping customers with various questions about their account or the stock market in general
- Educate customers on our self-directed online platform’s advantages and help them navigate and trade online
- Provide helpful, engaging, knowledgeable, accurate, responsive, and professional services to clients, including prompt and courteous completion of trade instructions via telephone within regulatory requirements and guidelines
- Be a reliable and excellent team player, show your determination to help the team achieve its goals and take ownership of assigned tasks
- Connect with peers at other departments to gather information and resolve customer issues
- As part of a growing company, you will be involved in other projects and tasks as required.
- Continually learn about investments, the Financial Markets and Moomoo’s policies to become an expert in addressing our clients’ array of questions and needs
- Maintain a high level of personal integrity and comply with Moomoo’s Code of Conduct

A Typical Workday as a Moomoo Investment Representative also includes:

- Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests
- Following up with customers regarding outstanding account related items
- Participating in team huddles and continuing education and development

Our Expectation About You
- At least 2 years working in a customer-facing role preferably in a brokerage or banking environment
- Native French speaker preferred. In this role you will be interacting with global customer whose primary language is French or English
- High School Diploma/Equivalency, Bachelor’s degree preferred
- You are willing to pass any additional required licenses and qualifications required for the role
- Ability to handle a high volume of requests in a fast-paced environment and remain calm under pressure.
- Ability to work independently, while remote, with proven time management, organizational and problem-solving skills
- Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), and Investment Representative Training.

**Salary**: From $55,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Disability insurance
- Life insurance
- Paid time off
- Vision care

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- Weekends as needed

Supplemental pay types:

- Bonus pay
- Overtime pay

Ability to commute/relocate:

- North York, ON M2N 6L7: reliably commute or plan to relocate before starting work (required)

**Experience**:

- brokerage's customer: 2 years (preferred)

**Language**:

- Native French and English (preferred)

Licence/Certification:

- CSC, CPH (preferred)

Work Location: In person

Application deadline: 2023-11-17
Expected start date: 2023-11-20



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