Software Product Designer, Investly

📍 Job Overview

Job Title: Software Product Designer, Investly

Company: Fidelity Canada

Location: Toronto, Ontario, Canada

Job Type: Full-Time

Category: Product Design / User Experience

Date Posted: April 23, 2026

Experience Level: 3+ Years

Remote Status: Hybrid

🚀 Role Summary

• Drive user-centric product design for a new suite of digital investment applications, focusing on creating best-in-class user experiences.

• Collaborate closely with product, marketing, and development teams to translate user insights into innovative digital product features and strategies.

• Develop and maintain robust design systems and digital brand assets to ensure consistency across all user touchpoints.

• Conduct user research and testing to validate design concepts and iterate on product offerings, ensuring alignment with customer needs and market trends.

• Champion the adoption of design thinking and agile methodologies to foster rapid prototyping, user validation, and continuous product improvement.

📝 Enhancement Note: While the role is titled "Software Product Designer," the responsibilities and required skills strongly align with a User Experience (UX) Designer or Product Designer role focused on digital products within the financial services sector. The emphasis on user personae, journey mapping, prototyping, and user testing highlights a deep commitment to user-centered design principles.

📈 Primary Responsibilities

• User Experience Advocacy: Develop comprehensive user personae, journey maps, and wireframes to represent and advocate for the end-user's experience.

• Design System Development: Collaborate with marketing and development teams to create and maintain consistent digital brand guidelines and design system artifacts.

• Prototyping & Validation: Build interactive prototypes using tools like Figma or InVision and conduct user research (e.g., interviews, usability testing) to validate design concepts and identify areas for improvement.

• Product Innovation: Leverage deep customer insights derived from user research and data analysis to inform future product strategy, feature design, and digital product innovation.

• Cross-Functional Collaboration: Work effectively with product managers, developers, content designers, and marketing specialists to drive consensus on user experience and ensure seamless product development.

• Design Thinking Facilitation: Lead collaborative design thinking workshops to guide the design process, improve workflows, and implement feedback mechanisms for continuous iteration.

• Accessibility Compliance: Ensure all digital product designs adhere to digital and Canadian accessibility standards, promoting inclusivity for all users.

📝 Enhancement Note: The core responsibilities indicate a need for a designer who can bridge the gap between user needs and technical implementation. The emphasis on "rapid prototyping" and "Sprint methodology" suggests an agile development environment where iterative design and quick feedback loops are crucial.

🎓 Skills & Qualifications

Education:

• Completion of a College degree, preferably in Computer Science, Engineering, Industrial Design, Kinesiology, or Human-Computer Interaction (HCI) related fields.

Experience:

• Minimum of 3 years of experience in Software Application Design.

Required Skills:

• User-Centric Design: Proven ability to advocate for and design user experiences through personae, journey maps, and prototypes.

• Design System Proficiency: Experience in building and utilizing design systems within design tools such as Sketch or Adobe Suite.

• Prototyping Tools: Expertise with prototyping tools like InVision, Figma, or Axure for creating interactive user flows.

• Design Methodologies: Knowledge and experience in both data-based and interview-based product design and development methodologies.

• Design Thinking & Validation: Familiarity with design thinking principles and validation techniques, including Sprint methodology.

• Cross-Functional Collaboration: Demonstrated ability to collaborate effectively with diverse teams (developers, product managers, marketing, content designers) to achieve consensus on UX.

• Workshop Facilitation: Experience running collaborative design thinking workshops to improve design processes and feedback loops.

• Accessibility Knowledge: Understanding of digital and Canadian accessibility standards.

Preferred Skills:

• Experience with iOS and Android mobile application development.

• Experience in brand development or marketing and communications.

📝 Enhancement Note: The requirement for 3+ years of experience in Software Application Design, coupled with a preference for specific degree fields, suggests that Fidelity Canada is looking for a candidate with a solid foundation in design principles and practical application. The inclusion of "Investly" in the job title implies a focus on financial technology (FinTech) products, making experience in this sector a strong, though not explicitly required, advantage.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• User Journey Mapping: Showcase examples of detailed user journey maps that illustrate a deep understanding of user needs and pain points.

• Design System Examples: Present case studies demonstrating experience in creating or contributing to design systems, including style guides, component libraries, and brand guidelines.

• Prototyping & Interaction Design: Include interactive prototypes or detailed case studies of complex user flows, highlighting problem-solving and interaction design skills.

• User Research & Validation: Demonstrate how user research (qualitative and quantitative) informed design decisions and how designs were validated through user testing.

• Impact & ROI: Where possible, illustrate the impact of your design work on key metrics such as user engagement, conversion rates, or task completion efficiency.

Process Documentation:

• Outline your approach to conducting user research and translating insights into actionable design requirements.

• Describe your workflow for developing and iterating on prototypes, including testing methodologies.

• Explain how you collaborate with development teams to ensure design feasibility and implementation accuracy.

• Detail your experience with design thinking workshops and agile development cycles.

📝 Enhancement Note: For a Software Product Designer role, a strong portfolio is paramount. Candidates should prepare to showcase not just visual design but also their process, problem-solving skills, and ability to articulate how their designs contribute to business objectives and user satisfaction, particularly within the financial services context.

💵 Compensation & Benefits

Salary Range: $101,000 - $118,000 CAD per year

Benefits:

• RRSP Contribution: Company contributes to your RRSP after 6 months of employment, with no employee matching required.

• Comprehensive Health Benefits: Coverage starts on the first day of employment, with 100% employer-paid premiums.

• Mental Health Support: Includes up to $6,000 annually for mental health services and therapy.

• Generous Parental Leave: Top-up to 100% of salary for 25 weeks.

• Home Office Equipment Allowance: Up to $650 for necessary equipment.

• Paid Volunteer Days: Two paid days annually to volunteer for a charity of your choice.

• Professional Development: Access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing designations.

• Competitive Total Compensation: Includes base salary and a discretionary performance bonus.

Working Hours: 40 hours per week, with flexible hybrid working arrangements.

📝 Enhancement Note: The salary range provided ($101,000 - $118,000 CAD) for a Software Product Designer with 3+ years of experience in Toronto, Canada, aligns with industry benchmarks for mid-level design roles in the financial technology sector. The comprehensive benefits package, particularly the employer-funded RRSP and extensive mental health support, underscores Fidelity Canada's commitment to employee well-being and financial security.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services / Investment Management

Company Size: Large Enterprise (over 10,000 employees globally, significant presence in Canada)

Founded: Fidelity Investments was founded in 1946, with Fidelity Canada established over 35 years ago.

Team Structure:

• The Software Product Designer will likely be part of a product development team, possibly within a larger Digital or Technology division.

• This team will include Product Managers, Software Developers, Quality Assurance Analysts, and potentially other designers or UX researchers.

Methodology:

• Fidelity Canada emphasizes a user-centric approach, integrating design thinking and agile methodologies (like Sprint methodology) into its product development lifecycle.

• Data-based and interview-based research are key to understanding user needs and validating design solutions.

• A strong focus on brand consistency and design systems ensures a unified digital experience.

Company Website: https://www.fidelity.ca/

📝 Enhancement Note: Fidelity Canada's long history and status as a privately owned company suggest a stable environment with a long-term vision. Their numerous awards for workplace culture, diversity, and employee well-being indicate a strong commitment to creating a supportive and inclusive environment for their employees, including those in design and technology roles. The "Investly" branding suggests a specific initiative or product line, likely focused on digital investment solutions.

📈 Career & Growth Analysis

Operations Career Level: This role sits at a mid-level within the Product Design/UX discipline. It requires a solid foundation of practical experience and the ability to work independently on design tasks while collaborating effectively with a team.

Reporting Structure: The Software Product Designer will likely report to a Design Lead, UX Manager, or Product Development Manager. They will work closely with Product Managers and Engineering Leads on specific product initiatives.

Operations Impact: The work of the Software Product Designer directly impacts client acquisition, engagement, and retention for Fidelity's investment products. By creating intuitive and effective digital experiences, they contribute significantly to customer satisfaction, operational efficiency, and ultimately, revenue growth.

Growth Opportunities:

• Skill Specialization: Deepen expertise in specific areas of UX design, such as interaction design, user research, accessibility, or design system management.

• Leadership Development: Progress into a Senior Product Designer role, leading design efforts for larger initiatives or mentoring junior designers.

• Cross-Functional Mobility: Opportunities to move into related roles such as Product Management, UX Research, or even roles within the broader marketing or digital strategy teams.

• Industry Expertise: Develop specialized knowledge in FinTech and investment products, becoming a valuable asset in the financial services industry.

📝 Enhancement Note: The role offers clear pathways for career advancement within Fidelity Canada's structured environment. The emphasis on continuous learning and professional development, supported by extensive training resources, provides ample opportunities for skill enhancement relevant to the evolving FinTech landscape.

🌐 Work Environment

Office Type: Hybrid work model, combining remote work with in-office collaboration. The company is transitioning its Toronto office to a new location in Mississauga in late 2026.

Office Location(s):

• Current: 483 Bay Street, Toronto, ON

Workspace Context:

• The hybrid model allows for flexibility, enabling designers to focus on deep work remotely and engage in collaborative sessions, workshops, and team-building activities in the office.

• The office environment is expected to be modern and equipped to support collaboration, with access to necessary technology and tools for design and development.

• Opportunities for regular interaction with cross-functional teams (Product Management, Engineering, Marketing) are integral to the design process.

Work Schedule: Standard full-time hours (40 hours/week) with flexibility provided through the hybrid work arrangement. This allows designers to manage their time effectively while ensuring project deadlines and collaboration needs are met.

📝 Enhancement Note: The hybrid work arrangement is a key feature, offering flexibility while maintaining the benefits of in-person collaboration. The office relocation to Mississauga indicates a long-term investment in employee workspace and infrastructure. Designers should be prepared for a collaborative environment that balances focused individual work with team interaction.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: HR or recruiter will likely conduct an initial screening to assess basic qualifications, experience, and cultural fit.

• Portfolio Review & Technical Interview: Candidates will present their portfolio, discussing their design process, problem-solving approaches, and contributions to specific projects. This stage often includes technical questions related to design tools, methodologies, and UX principles.

• Design Challenge/Case Study: A practical design exercise or case study may be assigned to assess problem-solving skills, design thinking, and ability to deliver within a timeframe.

• Cross-Functional Interviews: Interviews with Product Managers, Developers, or other team members to evaluate collaboration skills and understanding of the development process.

• Final Interview: Typically with a hiring manager or senior leader to discuss overall fit, career aspirations, and alignment with company values.

Portfolio Review Tips:

• Structure for Impact: Organize your portfolio around 3-5 strong case studies that showcase your process from problem definition to solution and impact.

• Highlight Your Role: Clearly define your specific contributions within each project, especially if working in a team environment.

• Show, Don't Just Tell: Use visuals (wireframes, mockups, prototypes, user flows) to illustrate your design thinking.

• Quantify Results: Whenever possible, include metrics or data that demonstrate the positive impact of your designs (e.g., improved conversion rates, reduced task time, increased user satisfaction).

• Process-Oriented: Explain why you made certain design decisions, referencing user research, design principles, or business goals.

• Tailor to Fidelity: Research Fidelity Canada's products and target audience. Consider how your skills and experience align with their "Investly" initiative and the financial services industry.

Challenge Preparation:

• Understand the Brief: Carefully read and understand the requirements of any design challenge or case study.

• Define the Problem: Start by clearly articulating the problem you are trying to solve.

• Outline Your Approach: Explain your methodology (e.g., user research, ideation, prototyping, testing).

• Focus on Key Deliverables: Prioritize the most important aspects of the challenge and present them clearly.

• Be Ready to Justify: Be prepared to explain your design choices and rationale.

📝 Enhancement Note: For a role like this, the portfolio is often the most critical component of the application. Candidates should select projects that best demonstrate their ability to solve complex user problems within a digital product context, ideally with some relevance to financial services or regulated industries.

🛠 Tools & Technology Stack

Primary Tools:

• Design & Prototyping: Figma, Sketch, Adobe Creative Suite (Illustrator, Photoshop), InVision, Axure.

• Collaboration & Workflow: Jira, Confluence, Slack, Microsoft Teams.

Analytics & Reporting:

• While not primary design tools, familiarity with analytics platforms (e.g., Google Analytics, Adobe Analytics) and understanding how to interpret data for design insights is beneficial.

CRM & Automation:

• Familiarity with CRM systems is not explicitly required but an understanding of how design impacts user interactions within a CRM context can be valuable.

• Experience with project management tools that support automated workflows or task management.

📝 Enhancement Note: Proficiency in industry-standard design and prototyping tools like Figma and Sketch is essential. The mention of "Investly" suggests a modern tech stack, likely embracing agile development tools and collaborative platforms. Candidates should be prepared to discuss their experience with these tools and how they integrate them into their design workflow.

👥 Team Culture & Values

Operations Values:

• Customer-Centricity: A deep commitment to understanding and serving the needs of Fidelity's clients through exceptional digital experiences.

• Innovation: Embracing new ideas and technologies to continuously improve products and services.

• Collaboration: Working effectively across teams to achieve shared goals and deliver cohesive solutions.

• Integrity: Upholding the highest ethical standards in design and product development, especially within the financial services sector.

• Excellence: Striving for high quality in all aspects of design, from user experience to visual execution.

Collaboration Style:

• Cross-Functional Integration: Designers actively collaborate with Product Management, Engineering, Marketing, and other stakeholders to ensure alignment and successful product launches.

• Iterative Feedback: An open culture of providing and receiving constructive feedback is crucial for refining designs and processes.

• Knowledge Sharing: Encouraging the sharing of best practices, insights, and learnings within the design team and across departments.

📝 Enhancement Note: Fidelity Canada's stated values and numerous workplace awards suggest a culture that prioritizes employee well-being, inclusion, and professional growth. The emphasis on collaboration and integrity is particularly important for a financial services company. Designers should be prepared to demonstrate how they embody these values in their work and interactions.

⚡ Challenges & Growth Opportunities

Challenges:

• Balancing User Needs with Business Goals: Effectively integrating user desires with Fidelity's business objectives and regulatory requirements in the financial sector.

• Navigating Evolving Technology: Keeping pace with rapid advancements in digital design tools, methodologies, and platform capabilities (web, mobile).

• Cross-Team Alignment: Ensuring consistent design vision and execution across multiple product teams and stakeholders with potentially differing priorities.

• Data Interpretation: Translating complex user data and market trends into actionable design insights.

Learning & Development Opportunities:

• FinTech Specialization: Gaining in-depth knowledge of the investment and financial services industry, becoming an expert in designing for this specific domain.

• Advanced UX Techniques: Opportunities to learn and apply cutting-edge UX research, interaction design, and usability testing methodologies.

• Design Leadership: Potential to grow into senior or lead design roles, taking on more responsibility for strategic direction and team mentorship.

• Continuous Learning: Access to extensive online courses, tuition reimbursement, and industry certifications to stay current with design trends and technologies.

📝 Enhancement Note: The challenges presented are typical for a product designer in a large, regulated industry. The growth opportunities are significant, offering a clear path for professional development and specialization within the FinTech space.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you had to balance competing stakeholder demands while designing a product feature. How did you reach a consensus?" (Assesses collaboration and negotiation skills.)

• "Walk us through a complex user problem you solved with your design. What was your process, and what was the outcome?" (Focuses on problem-solving, design thinking, and impact.)

Company & Culture Questions:

• "Based on your research, what excites you most about Fidelity Canada and the Investly initiative?" (Evaluates candidate's understanding of the company and role.)

• "How do you approach collaboration with developers and product managers? Can you give an example?" (Assesses team dynamics and communication style.)

Portfolio Presentation Strategy:

• Storytelling: Frame each case study as a narrative: the challenge, your approach, the solution, and the results.

• Process Focus: Emphasize your thought process, decision-making criteria, and the iterative nature of your design work.

• Visual Clarity: Use high-quality visuals and keep text concise. Ensure interactive prototypes are functional and easy to navigate.

• Quantify Impact: Highlight measurable outcomes and business value delivered by your designs.

• Tailor to the Role: Connect your experiences and skills directly to the requirements of the Software Product Designer role at Fidelity Canada.

📝 Enhancement Note: Candidates should prepare to articulate their design process in detail, demonstrating not just aesthetic skill but also strategic thinking, problem-solving capabilities, and a user-centered approach. The ability to connect their work to business objectives and user needs will be critical.

📌 Application Steps

To apply for this Software Product Designer position:

• Submit Your Application: Use the provided link to submit your resume and any required introductory information through the Workday portal.

• Curate Your Portfolio: Select 3-5 of your strongest case studies that best represent your skills in user-centric design, prototyping, and problem-solving. Ensure your portfolio clearly outlines your role, process, and the impact of your design work, with a focus on digital products.

• Tailor Your Resume: Highlight keywords and experiences relevant to software product design, UX/UI, design thinking, prototyping tools (Figma, Sketch), and any FinTech or financial services experience. Quantify achievements wherever possible.

• Prepare for the Interview: Research Fidelity Canada, its mission, and the "Investly" initiative. Practice articulating your design process and preparing answers to common UX interview questions, focusing on how you contribute to business goals and user satisfaction.

• Understand the Hybrid Model: Be prepared to discuss your comfort and experience with hybrid work arrangements and how you maintain productivity and collaboration in such an environment.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.