Job description

Role Overview

As the Local Store Manager for Moomoo Financial Canada, you wiIl 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. You will recruit and deveelop a high-performing team, foster a culture

of financial expertise and customer-centric service, and collaborate on optimizing the store environment to

drive engagement and compliance.

Responsibilities

• Talent Acquisition & Team Building

Recruit Top Talent: Source, interview, and hire candidates witha blend of customer service aptitude and

financial industry knowledge (e.g., familiarity with trading platforrms, investment products).

Cultural Fit: Prioritize candidates who align with Moomoo's values of innovation, transparency, and client

empowerment.

Certification Support: Ensure all hires meet regulatory requirerments (e.g., CSC/CPH certifications) and

coordinate licensing processes.

Diversity & Inclusion: Build a team reflective of Canadaa's multicultural communities to enhance customer

trust and rapport.

• Employee Training & Development

Onboarding Programs: Design and implement training modules covering account opening procedures

(TFSA, RRSP, margin accounts), product knowledge (stocks, ETFS, options), and compliance with FINTRAC,

IIROC, and AML regulations.

Ongoing Education: Conduct workshops on market trends, plaatform updates (e.g., Moomoo app features),

and customer objection handling.

Role-Playing & Assessments: Use simulated scenarios to refiine staff skills in addressing complex client

inquiries (e.g., risk tolerance, fee structures).

Performance Metrics: Track KPIs like account activation rates, customer satisfaction scores, and compliance

audit results to identify training gaps.

• Store Layout Optimization & Feedback

Customer Journey Mapping: Collaborate with the corporate design team to evaluate layout efficiency,

ensuring seamless navigation from welcome zones to consultatioon areas

Tech Integration: Advocate for in-store digital tools (e.g., interactive kosks for market data, tablets for

account demos) to enhance Moomoo's tech-forward brand image

Compliance & Safety: Ensure layout adheres to regulatory standards for client privacy (e.g., secure

document handling areas) and accessibility requirements

A/B Testing: Pilot layout changes and measure impact on engagement imetrics (e.g., time spent in-store,

• conversion rates).