People & Talent Partner
Top Benefits
About the role
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
At CapIntel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.
Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.
Compensation at CapIntel goes beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
If you'd like to understand more about our approach, we're happy to walk through it during the hiring process.
For roles based in or eligible to work from Ontario, the expected base salary range is:
$75,000—$90,000 CAD
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 CapIntel
Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients.
As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients.
We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise.
Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.
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People & Talent Partner
Top Benefits
About the role
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
At CapIntel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.
Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.
Compensation at CapIntel goes beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
If you'd like to understand more about our approach, we're happy to walk through it during the hiring process.
For roles based in or eligible to work from Ontario, the expected base salary range is:
$75,000—$90,000 CAD
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 CapIntel
Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients.
As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients.
We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise.
Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.