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CACapIntel 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.
Employee count: 51-200
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 We pride ourselves on revolutionizing an outdated process with a product that's adopted 4x more than previous solutions.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.
We’re looking for a Senior Product Manager to lead the evolution of CapIntel’s data platform: enabling secure, scalable, and insight-rich experiences across our advisor and enterprise ecosystem.This role sits at the intersection of product, engineering, and strategy. You’ll define how data flows through our systems, how we transform it into actionable insights, and how it powers core experiences like proposals, analytics, and recommendation assistance.You’ll pair strong technical fluency with strategic product instincts to turn complex data pipelines into user-facing value that drives trust, transparency, and growth.
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!
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!
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 people@capintel.com.
To learn how we protect your personal data, read our Applicant Privacy Notice.
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.
Full Time
Canada +/- 0 hours, and 1 other timezoneLearn more about CapIntel and their company culture.
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.
CA51-200 employees
2019
James Rockwood
IH
United States onlyEmployee count: 1001-5000
Salary: 138k-254k USD
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