CapIntelCA

Product Designer

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

Since launching in 2019, CapIntel has been on a mission to provide magical financial moments for all: investors, wealth professionals, and our customers.

Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions. One executive called CapIntel "the most intuitive platform I’ve used in almost 20 years in financial services.”

As one of Canada's fastest-growing wealthtech companies, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to impact the wealth industry landscape in 2025 and beyond.

About the Role

Join our design team at Capintel as a Product Designer, where we believe collaboration fuels innovation and autonomy empowers ownership. The ideal candidate will collaborate cross-functionally to create intuitive, visually appealing, user-centered designs for enterprise-level SaaS web applications. You will contribute to the entire design process, from wireframing to visual design to prototyping, ensuring a magical user experience within a complex ecosystem of financial products. At CapIntel, we believe that both UX and UI are essential components of successful product design. As such, we are looking for a candidate with a high bar for craft in both core UX and visual design disciplines.

What you’ll do

  • Conducting user research, creating wireframes, building prototypes, packaging high-fidelity designs, and iterating based on user and stakeholder feedback.
  • Ensure that designs are aligned with business goals and deliver seamless user experiences within a complex product ecosystem.
  • Balancing user needs, technical constraints, and business objectives to create impactful, innovative design solutions.
  • Your passion for design will help shape industry-leading wealthtech products, and help real people build towards their financial future.
  • Work closely with product managers, developers, and other designers to understand the objectives, business vision, product roadmap, and identify opportunities to bring the best user experience to life.

What We’re Looking For

  • At least 4 years of proven experience in user interface design, user experience design, interaction design, and expertise in designing responsive web applications.
  • Experience leveraging user personas, journey maps, and user flow diagrams throughout the design process.
  • Experience working and partnering with UX Researchers, Content Designers, and other Product Designers, using an evolving design process to create tangible improvements in the user experience.
  • Demonstrated proficiency in communication and effective collaboration with Designers, Product Managers, Developers, and business leaders through clear visual presentations, and written and verbal communication.
  • Extremely comfortable with Figma and using established design systems.

Bonus Experience

  • Experience conducting qualitative and quantitative user research, such as interviews, surveys, usability testing, contextual inquiries, to inform product roadmap and design decisions.
  • Familiarity with Web Content Accessibility Guidelines (WCAG) and ARIA (Accessible Rich Internet Applications) attributes to effectively collaborate with developers for implementing accessible designs.
  • Experience in fintech/wealthtech, enterprise Saas, or Investment Banking industry.
  • Experience working with B2B2C and innovating in a compliance-heavy industry.

Not Sure You Meet Every Requirement?

We know that what matters most is a great attitude, a hunger to learn, and a drive to deliver high-quality work. While experience is valuable, we also understand that careers don’t always follow a straight path. If you’re excited about this role but not sure you meet every requirement — we encourage you to apply!

Why You'll Love Working Here:

Visit our Careers Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re proud to be a team where respect, trust, and collaboration drive everything we do. At CapIntel, we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. We’d love for you to be part of our journey!

What's Important to Us:

CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.

We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing [email protected].

To learn how we protect your personal data, read our Applicant Privacy Notice.

For your application:

To help us quickly understand your qualifications and ensure your application receives the attention it deserves, please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.

About the job

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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.

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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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