Since we launched in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. We've mastered the client experience around investments and are working with some of the largest wealth brands in North America to modernize their sales processes with innovative Wealth Tech. CapIntel's sales enablement platform helps enterprises bridge crucial efficiency and communication gaps by enhancing how advisors and wholesalers analyze, present, and sell investments to retail investors. CapIntel is expanding rapidly, having achieved over 750% in growth in 2021, and we're continuing to build our team to support our transformative impact on the wealth industry.

Product Market Analyst

We're seeking a strategic Product Market Analyst with expertise using data and insights to develop narratives and product positioning. You'll also be calculating product TAM's, assessing the potential and adoption of products, and know how to balance high-level thinking and execution to get things done. You will be analyzing reports, data, and following emerging trends in the market, including the competitive landscape and possess expert knowledge of competitive strategies. In this newly created role, the Product Market Analyst will report directly to our CEO.

You will be tasked with helping CapIntel analyze services or recommend changes to existing ones. You will also analyze marketing strategies to promote company products and services to the target market. You'll back up strategic insights with market evidence and then use that knowledge to drive the development of positioning and messaging that resonates with buyers and empowers our sales channels to be successful. Additionally, you'll identify business opportunities to meet consumer demands and public interests, attract potential clients, and negotiate business partnerships.

What you'll do

  • Conduct product market intelligence and research across the wealth and asset management industries
  • Compile and evaluate primary and secondary data from both internal and external sources.
  • Build relationships and trust with key stakeholders
  • Create presentations, conduct financial analysis, and assess the potential of products & market research
  • Compile information, data & conduct research and report back to the CEO
  • Select, analyze and interpret data to understand business performance, identify trends, and recommend and implement actions/solutions
  • Assess value proposition, conduct data analysis and competitive positioning to identify industry trends and uncover key opportunities for the organization
  • We're a growing company and know that this role will continue to evolve, develop and expand based on your growth of capabilities!

Who you are and what you bring

  • 3 - 5 years of experience in a similar role
  • Superior analytical, problem-structuring, and problem-solving skills; experience synthesizing data into actionable insights
  • Excellent verbal and written communications skills
  • Expert Excel, PowerPoint and MS office tools knowledge
  • An avid learner who stays ahead of trends and is confident in their ability to learn new technologies and adapt to constantly evolving demands
  • Outstanding quantitative and analytical capabilities, as well as expertise in doing sophisticated product marketing analysis
  • Knowledge and experience of case study analysis gained through the completion of an MBA, Bachelor of Commerce or direct work experience
  • Bold, gritty and curious character

We know that what matters most is a positive attitude, a hunger to learn, and the drive to create quality work and get results. While we value experience and specific kinds of knowledge, we also know that sometimes it's a roundabout career journey. And if you're not sure you meet the experience requirements for this position, but you know in your gut that you've got what it takes to bring this role to the next level, we'd like to hear from you! Tell us in a cover letter that your resume and job titles may not show what we are looking for, but you have the capability to be successful in this role.

Our compensation portfolio

  • Salary We're proud to offer a fair, competitive, and equitable process to determining your salary that is based on your skills, knowledge, experience and internal equity. You can rest assured that we will present you our best salary offer so you don't have to worry about playing the negotiation game.
  • Benefits Our comprehensive benefit package is available from your first day and if something doesn't quite meet your needs, we also offer a generous healthcare spending allowance.
  • Time away from work We love working at CapIntel, but we also love our lives outside of work. We offer competitive vacation days, lifecare days, and company holidays and build in some flexibility too!
  • Professional growth: We thrive on building our career journeys by learning, mentoring and experiencing through our jobs, our colleagues and our leadership team. Not only do we encourage it, but we also enforce a culture that ensures we thrive, grow and evolve.
  • Belonging We respect, appreciate and celebrate our individuality. And we know that our diverse perspectives further each other and our business along the path towards greatness. We find ways to socialize, build a sense of community (even if it is across the country!) and challenge each other to share creativity in our "safe-to-fail" environment. We're committed to making sure you know you're appreciated for exactly who you are.

Where we work

  • Remote first. We trust our teammates to find the work location that allows them to do their best work – remotely or in person. We're a Canadian based, remote-first environment, with in-office collaboration zones and individual workspaces in Gatineau, QC or Halifax, NS and hubs of virtual employees in Southwestern Ontario (and a few others scattered across Canada). We do find value in our teammates being able to connect, collaborate, learn from and mentor one another, so we may request you to travel to a central location for periodic team meetings.
  • Eastern time zone We operate in the Eastern Time Zone and trust you to manage your work responsibilities in the time that supports your teammates, feeds your ingenuity, and creates a sustainable and healthy balance with your personal life.
  • Equipment set up We'll set you up with your choice of PC or Mac, and provide you with a $750 equipment spending account to purchase the additional equipment you need to set up your virtual space and do your best work.

How we work

These principles guide our decisions towards our common goal of success.

  • Accountability
  • Teamwork
  • Simple
  • Prioritize & Execute
  • Autonomy

What's next

We're actively seeking candidates for this position, and keen to see your application. If this role interests you, please submit your application no later than August 3rd 2022. However, we're keen to fill this role, so we'll reach out and hire the candidate even before the deadline, so don't wait until the last minute to apply!

Equity, diversity and accessibility

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.

If you require an accommodation that will reduce a barrier to your application, please send an email to and our Talent & Employee Experience teammates will work with you on options to ensure you are set up for success.

Subscribe to Job Alerts