Financial Solutions Expert

3 days ago

Toronto, Ontario, Canada Float Financial Solutions Inc. Full time

About Float Financial Solutions Inc.

Our mission at Float is to empower Canadian businesses to simplify their finances and unlock new opportunities. Through our innovative platform, we enable businesses to streamline spending and optimize cash flow, allowing them to focus on growth. As one of Canada's fastest-growing companies and top-rated startups, Float is customer-obsessed, passionate, and entrepreneurial, with a team that includes leaders from Uber, Shopify, Top Hat, Ritual, Ada, and more.

We believe in a culture of ownership, where every team member brings their unique perspective to the table. Your voice matters, and we take feedback seriously, openly sharing our thoughts and differing opinions to continuously improve.

At Float, our product suite rethinks how companies access capital, streamline spending, and manage growth. Our integrated financial solutions include corporate cards, bill pay, reimbursements, and financial services, all designed to make business finance easier for Canadian businesses.

We're seeking a skilled Senior UX Researcher to join our team. In this role, you'll help define and build a seamless business finance experience based on deep customer insights. Your work will impact our entire product platform, from corporate spend management to access to capital.

As the Senior UX Researcher, you'll collaborate closely with Product Managers, Designers, and Engineers across our most impactful product development initiatives. You'll bring expertise in understanding business finance teams and workflows, as well as knowledge of the Canadian financial landscape, to ensure our products meet the specific needs of Canadian businesses.

Key Responsibilities

  • Lead end-to-end research initiatives to uncover user pain points, behaviors, and motivations.
  • Collaborate with cross-functional teams to drive research-based decisions.
  • Advocate for users throughout the product life cycle.
  • Conduct various research methods, including user interviews, surveys, usability testing, and data analysis.
  • Develop actionable insights and recommendations for stakeholders.
  • Implement a UX research toolkit and stay informed on industry trends.
  • Provide mentorship to designers and product managers.

Requirements

  • 5+ years of UX Research or Business Finance experience, preferably in B2B SaaS and early to mid-stage startup environments.
  • Strong knowledge of business finance processes, including spend management, bookkeeping, and Canadian financial regulations.
  • Expertise in both qualitative and quantitative research methods.
  • Ability to translate findings into clear, actionable insights.
  • Excellent communication and influencing skills.
  • Commercially focused with an understanding of the market and the business.
  • Customer-obsessed and committed to building relationships.

Benefits

  • Competitive compensation ($125,000 - $150,000 per year)
  • Flexible work hours and time off when needed
  • Autonomy to make an outsized impact
  • Opportunity to work with a world-class team
  • A Float card with a personal stipend
  • A dog-friendly office

  • Mortgage Underwriter and Financial Solutions Expert

    2 weeks ago

    Toronto, Ontario, Canada Neo Financial Full time

    Unlock a Rewarding Career in Mortgage UnderwritingAt Neo Financial, we're revolutionizing financial services with innovative solutions and a customer-centric approach. As a Mortgage Underwriter and Financial Solutions Expert, you'll play a critical role in shaping the future of finance.With a rapidly expanding tech startup environment, you'll be part of a...

  • Financial Expert

    3 weeks ago

    Toronto, Ontario, Canada Reliable IT Solutions Full time

    We are seeking a skilled Financial Expert to join our team at Reliable IT Solutions. The ideal candidate will have a Bachelor's degree or equivalent experience in a related field. The role requires 2 years to less than 3 years of experience in a similar position. The successful candidate will have the opportunity to work in a dynamic environment with a team...

  • Financial Expert

    3 weeks ago

    Toronto, Ontario, Canada Reliable IT Solutions Full time

    We are seeking a highly skilled Financial Expert to join our team at Reliable IT Solutions. The ideal candidate will have a Bachelor's degree and 2 years of experience in a related field. The role involves working 32-50 hours per week and requires fluency in English.Key Responsibilities:Education: Bachelor's degreeExperience: 2 years to less than 3 years or...

  • Senior Financial Solutions Expert

    1 week ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and client-focused Financial Services Professional to join our team at Royal Bank of Canada. As a Senior Financial Solutions Expert, you will be responsible for providing expert advice and guidance to clients on a wide range of financial products and services.ResponsibilitiesConsistently demonstrate empathy and take...

  • Strategic Financial Solutions Expert

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Role Overview At Scotiabank, we are committed to providing exceptional service to our customers. As a Senior Financial Advisor, you will play a key role in delivering a world-class customer experience. Key Responsibilities Develop and maintain strong relationships with customers to understand their financial needs and goals. Provide expert advice and...

  • Expert Solution Designer

    3 weeks ago

    Toronto, Ontario, Canada Disability Solutions Full time

    Job SummaryAs a key member of our Information & Technology team, the Expert Solution Designer will lead the development, configuration, and optimization of CN's storage ecosystem. This includes onsite, offsite, virtual, and cloud-based solutions. The successful candidate will act as a Subject Matter Expert (SME) on data protection solutions, formulating and...

  • Financial Markets Expert

    23 hours ago

    Toronto, Ontario, Canada CARE INSURANCE & FINANCIAL LTD. Full time

    Job OverviewCARE INSURANCE & FINANCIAL LTD. is seeking an experienced Financial Markets Expert to join our team.

  • Senior Financial Solutions Sales Expert

    3 weeks ago

    Toronto, Ontario, Canada Peoples Trust Full time

    About the Role:We are seeking a highly experienced and entrepreneurial sales expert to join our team at Peoples Trust. As a Senior Financial Solutions Sales Expert, you will be responsible for commercial client communications, advocating for clients' interests, and leading a team of direct reports.About the Responsibilities:Develop and maintain strong...

  • Financial Solutions Specialist

    6 days ago

    Toronto, Ontario, Canada CWB Financial Group Full time

    Job OverviewCWB Financial Group is seeking a seasoned Banking Relationship Lead to lead business development activities and drive commercial client relationships.Main Responsibilities:Develop and implement sales strategies to build and manage a portfolio of commercial clientsCollaborate with colleagues to deliver full-service banking and financial...

  • Senior Financial Solutions Sales Expert

    3 weeks ago

    Toronto, Ontario, Canada Peoples Trust Full time

    About the Role:We are seeking an experienced sales professional to join our team as a Senior Financial Solutions Sales Expert. In this role, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.About the Responsibilities:Develop and execute sales...

  • Vice President of Financial Solutions

    3 weeks ago

    Toronto, Ontario, Canada Neo Financial Full time

    Transforming Financial Services for the BetterAt Neo Financial, we're on a mission to revolutionize the way Canadians manage their finances. As a key member of our team, you'll play a crucial role in shaping our banking product strategy and driving growth.About the RoleThe Vice President, Financial Solutions will be responsible for leading our banking...

  • Payment Solutions Expert

    4 weeks ago

    Old Toronto, Ontario, Canada https:www.pcrecruiter.netsitemap Full time

    Payment Solutions ExpertWe are seeking a Payment Solutions Expert to join our team. As a key member of our financial services team, you will be responsible for designing and implementing payment platforms for our clients.Key Responsibilities:Lead the development of payment solutions for our clients.Collaborate with cross-functional teams to ensure seamless...

  • Vice President of Financial Solutions

    1 month ago

    Toronto, Ontario, Canada Neo Financial Full time

    About the RoleWe are seeking a highly experienced and strategic leader to join our team as Vice President, Financial Solutions. As a key member of our leadership team, you will be responsible for driving the development and execution of our banking product strategy, with a focus on credit cards, savings, and mortgages.As a seasoned executive, you will have a...

  • Vice President of Financial Solutions

    1 month ago

    Toronto, Ontario, Canada Neo Financial Full time

    About the RoleWe are seeking a highly experienced and strategic leader to join our team as Vice President, Financial Solutions. As a key member of our leadership team, you will be responsible for driving the development and execution of our banking product strategy, with a focus on credit cards, savings, and mortgages.As a seasoned executive, you will have a...

  • Risk Solutions Specialist

    4 weeks ago

    Toronto, Ontario, Canada Northbridge Financial Corporation Full time

    Underwriting Specialist, Middle MarketAt Northbridge Financial Corporation, our Underwriting Specialists play a crucial role in providing customized solutions for our clients. They work closely with our Actuarial and Claims departments to gain a comprehensive understanding of each risk, ensuring that our clients receive tailored advice on mid-market...

  • Principal Solutions Expert

    4 weeks ago

    Toronto, Ontario, Canada SimCorp AS Full time

    About UsWe have a long history of working closely with investment and asset managers, dating back over 50 years. Our company has grown to become a global provider of integrated investment management solutions, with a team of over 3,000 colleagues from diverse backgrounds and nationalities.Our ExpertiseWe offer a broad range of integrated investment...

  • Vice President of Financial Solutions

    1 month ago

    Toronto, Ontario, Canada Neo Financial Full time

    About the RoleWe are seeking a highly experienced and skilled Vice President, Financial Solutions to lead our banking product strategy and drive profitable receivables and quality deposits balances in support of our customer growth strategy.Key ResponsibilitiesDevelop and lead the banking solutions teams for Neo, with a focus on Credit Cards, Savings and...

  • Vice President of Financial Solutions

    1 month ago

    Toronto, Ontario, Canada Neo Financial Full time

    About the RoleWe are seeking a highly experienced and skilled Vice President, Financial Solutions to lead our banking product strategy and drive profitable receivables and quality deposits balances in support of our customer growth strategy.Key ResponsibilitiesDevelop and lead the banking solutions teams for Neo, with a focus on Credit Cards, Savings and...

  • Software Solution Architecture Expert

    2 months ago

    Toronto, Ontario, Canada Iaawg Full time

    Job Title: Software Solution Architecture ExpertJoin iA Financial Group, a leading financial services company in Canada and the United States, as a Software Solution Architecture Expert. We are seeking a highly skilled professional to lead our IT systems architecture and drive digital transformation.About the RoleWe are looking for a seasoned architecture...

  • Software Solution Architecture Expert

    2 months ago

    Toronto, Ontario, Canada Iaawg Full time

    Job Title: Software Solution Architecture ExpertJoin iA Financial Group, a leading financial services company in Canada and the United States, as a Software Solution Architecture Expert. We are seeking a highly skilled professional to lead our IT systems architecture and drive digital transformation.About the RoleWe are looking for a seasoned architecture...