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CapIntelCA

People & Talent Partner

CapIntel is a Toronto-based company that offers a cutting-edge investment comparison and proposal generation platform, empowering financial advisors to better serve their clients since 2019.

CapIntel

Employee count: 51-200

Canada only

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CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.

Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.

About the Role

We’re looking for a People & Talent Partner to join our People team. As a key member of a small and collaborative team, this role will play an important part in supporting both our Talent Acquisition and People Operations functions, helping deliver a thoughtful, efficient, and magical experience for candidates, employees, and hiring managers.

This role will work across the full employee lifecycle — from supporting recruitment and guiding new hires through onboarding, to helping administer People programs and ensuring our HR systems and processes run smoothly. You’ll act as a key operational partner to the business, providing day-to-day support to employees and leaders while helping the People team continuously elevate how we work.

This is a great opportunity for someone who enjoys rolling up their sleeves and working both in the weeds and at a strategic level, contributing to the execution and improvement of People programs while gaining exposure to multiple areas of people, talent, and culture. If you’re curious, proactive, and excited to help build and refine People processes in a growing organization, this role offers the chance to make a meaningful impact.

What You’ll Do

Talent Acquisition

  • Support end-to-end recruitment processes across a variety of roles, including conducting intake meetings, sourcing candidates, screening, interview coordination and offer preparation
  • Partner with hiring managers to understand hiring needs and support the development of role profiles and interview plans
  • Ensure a positive candidate experience through timely communication and coordination

People Operations & Systems

  • Support the administration of key People processes including performance reviews, employee lifecycle changes, documentation, and policy updates
  • Assist with HCM updates, reporting, and process documentation
  • Help administer employee programs including performance review cycles, engagement initiatives, and internal communications

Onboarding & Employee Experience

  • Coordinate onboarding activities to ensure new hires have the tools, resources, and information needed for success
  • Support the delivery and continuous improvement of onboarding programs and materials
  • Serve as a point of contact for employee questions related to People programs and processes

What We’re Looking For

  • Experience working in Human Resources, People Operations, or Talent Acquisition in SaaS and/or at a high-growth startup
  • Strong detail orientation, organizational and time management skills with the ability to manage multiple priorities
  • Excellent communication and interpersonal skills, with the ability to work effectively across teams
  • Experience in managing sensitive information, underscored by a clear understanding of and adherence to confidentiality and data protection principles
  • Proactive self-starter with the ability to work independently

Nice to Have

  • Familiarity with our tech stack: HiBob, Greenhouse, Confluence, Slack, MS Office.
  • Experience working and supporting a workforce in a remote-first environment
  • Bilingual with the ability to work in both French and English

Not sure you meet every requirement?

We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.

Why you'll enjoy working here

Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.

About the job

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Posted on

Job type

Full Time

Experience level

Mid-level

Location requirements

Hiring timezones

Canada +/- 0 hours

About CapIntel

Learn more about CapIntel and their company culture.

View company profile

CapIntel is on a mission to revolutionize the wealth management landscape by empowering financial advisors and their clients. Founded in 2019 by James Rockwood, CapIntel has rapidly evolved into a key player in the investment proposal generation sector. Due to the inconsistency in investment practices, Rockwood recognized the pressing need for innovative technology to bridge the gaps between financial advisors and their clients. What started as a dream in the vibrant city of Toronto has now soared, facilitating over 20,000 financial advisors across North America in enhancing their client relationships and investment education.

The company offers a robust investment comparison and proposal generation platform that has garnered the trust of major banks throughout North America. The platform serves to enrich the financial advisory experience, providing interactive and visually engaging proposals that thoroughly educate investors about their portfolios. By making complex investment concepts simple, CapIntel empowers advisors to cultivate deeper relationships with their clients, all while driving business with undeniable data and compelling visualizations.

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CapIntel

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