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Added 5 mins ago
SL
VP, Finance, Corporate Segments and Total Company Expenses
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Lead planning, forecasting, reporting and performance management across Corporate Functions.
Added 5 mins ago
SL
VP, Finance, Global Technology
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Lead the financial planning, forecasting, reporting and performance-management processes for Global Technology.
Added 5 mins ago
JI
Boom Truck Driver
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- Full-time
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JI
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Added 5 mins ago
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Added 5 mins ago
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Added 5 mins ago
BC
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Added 5 mins ago
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AI
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Recognize and communicate areas to improve to the lead-hand(s).
Added 5 mins ago
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CNC Machinist (Custom Contract Manufacturing Group)
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- Full-time
…and continuous improvement, and enjoy working in a dynamic, team-oriented environment, this could be the perfect opportunity for…
Added 5 mins ago
Director, Education & Professional Standards
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Added 5 mins ago
JC
Life Safety Systems Representative
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- Full-time
Encouraging and collaborative team environment
Added 20 mins ago
O
Customer Success Manager
Odore
Canada
- Full-time
Own your pod's P&L: renewals, expansion across brands and markets, margin and team cost.
Added 20 mins ago
F
Principal Advisor
Fenergo
Toronto, ON
- Full-time
Join us, and be part of a team that's building smart solutions, solving real problems, and shaping the future - together.
Added 20 mins ago
A
Solution Architect
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Toronto, ON
- $150,000 to $168,000 CAD / year
- Full-time
…partner with business stakeholders and solutioning teams to lead and drive the implementation of technology solutions incrementally towards the enterprise architectural…
Added 20 mins ago
A
Senior Product Manager
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- $120,000 to $135,000 CAD / year
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…business constraints to the area you own, working with your team to discover solutions that deliver measurable outcomes. Across the product family, you will set direction, guide priorities…
Added 20 mins ago
SL
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Added 20 mins ago
IR
Finance Manager
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- $115,000 to $125,000 CAD / year
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The successful candidate will lead a team of accounting professionals responsible for maintaining high-quality financial information across a diverse and complex business portfolio. Beyond…
Added 20 mins ago
A
Product Owner - Asset Management, Temporary
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Added 20 mins ago
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Added 20 mins ago
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Total Rewards Manager
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- $110,000 to $125,000 CAD / year
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Added 20 mins ago
IR
Tax Director
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Toronto, ON · Greater Toronto Area, Canada
- $160,000 to $180,000 CAD / year
- Full-time
We are currently seeking a Director, Tax to lead the tax team at a growing organization.
Added 20 mins ago
MS
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Added 20 mins ago
I
Senior Systems Engineer
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- Full-time
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Fenergo

Principal Advisor

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 9, 2026
Experience: Advantage if 10 years plus working experience in Transfer Agency and/or Fund Administrations or KYC terms within Financial Services
Posting language: English
Posted: Nov 9, 2026

Original job description

About Us

At Fenergo, we're not just building software - we're transforming how the world's leading financial institutions fight financial crime. Headquartered in Dublin and trusted by over 100 of the world's top financial institutions, we're on a mission to change the game.

We're more than a global leader in AI-powered client lifecycle management - we're reimagining how financial institutions tackle compliance. From Know Your Customer (KYC) and Anti-Money Laundering (AML) to rapidly evolving regulations, we turn complexity into clarity. Our FinCrime Operating System, powered by agentic AI and intelligent automation, helps financial institutions move faster, act smarter, and stay safer across 120+ countries.

But we don't stop there.

At Fenergo, we believe in a world where financial institutions aren't just compliant - they're confident. Where technology doesn't just meet regulations - it stays ahead of them. Our mission is to empower financial institutions to stop financial crime and create a safer world.

Every product we build, every innovation we deliver, and every partnership we forge is shaped by that belief. We're tackling some of the toughest challenges in financial technology. From speeding up onboarding to uncovering hidden risks, our work empowers banks to serve their customers with speed, integrity, and peace of mind.

Join us, and be part of a team that's building smart solutions, solving real problems, and shaping the future - together.

What does this role entail?

The Principal Advisor role is a leadership role that requires an expert-level knowledge of domain, product and delivery methodology to guide and successfully implement Fenergo's product offering within the client environment. The role requires extensive client engagement to assess and define scope and complexity of a clients operating model and formulating designs at both High, Medium and Low levels.

These domains are typically:

Client Lifecycle Management (CLM) within the financial services industry.
Financial Crime Compliance, including anti-money laundering, anti-terrorist financing, sanctions, anti-bribery and corruption, and fraud.
Credit Risk Assessment
Experience of features to enhance efficiency and capability such as Agentic or specific features as offered in the Fenergo Platform.
Awareness/Knowledge of Tax regulation (FATCA/CRS)
Knowledge of Risk models typically utilised in the process of KYC
Knowledge of solutions typically utilised by Financial services such as Orbis, WorldCheck One etc
Financial Markets Regulations; and
Environmental and Social Governance (ESG)

The successful candidate will lead by example, from execution of best practices in project delivery, including SME (Subject Matter Expert) and solutioning support, to resolving functional challenges that will require a strong ability to influence and partner with various internal and external stakeholders.

Practice development responsibilities will include helping develop a culture of cross-team collaboration, information sharing and mentoring. This will include having oversight in the project portfolio to ensuring all clients realise the value of their investment in Fenergo's products as quickly as possible.

The successful candidate is expected to have strong commercial acumen and an understanding of the commercial impact at all stages of delivery. The Principal Advisor will also support client solutions and sales as needed, ensuring best-practice design and identifying client needs for alignment with product strategy.

The ability to travel (domestic and international) to attend on-site client meetings and/or to other Fenergo offices is also required.

Requirements

Your Responsibilities

Communicate effectively with clients and be considered a confident domain and product expert in one or more of the domains listed above
Work with clients to define their operating model with the introduction of FEN-X to their architecture
Challenge clients on requirements to drive out optimum solutions and align with industry best practices, the Fenergo product offering, and the overall implementation strategy
Foresee and escalate issues in a timely manner, avoiding negative impact on the project success
Provide comprehensive customer demonstrations on Fen-X CLM platform.
Drive internal and external communications aimed at effectively managing stakeholder expectations
Provide support to pre-sales and sales as needed

Practice and leadership:

Play a supporting role in shaping the direction of the Delivery Organisation.
Support employee development through line management and becoming an SME in multiple parts of the Fenergo Product and regularly delivering training on these areas
Implement efficiencies and improvements that drive consistent, repeatable, successful delivery
Keep up to date with changes in industry and regulatory practices, the product offering and content hub
Support regional change management efforts
Cascade global and regional organisational goals and initiatives to the team

Key Expectations

Degree Minimum of 10 years' industry and domain experience implementing, consulting or managing software projects and working on the vendor side within the financial services industry
Advantage if 10 years plus working experience in Transfer Agency and/or Fund Administrations or KYC terms within Financial Services
Knowledge of the AML regulatory environment across the EU27. Additional knowledge of Luxembourg and UK regulatory environment would be a distinct advantage.
Strong presentation and communication skills
Strong interpersonal/leadership skills - ability to shape and lead conversations at all levels
Excellent written and oral communication skills
Excellent organisation skills
Effective listening skills
Experience offering design solutions

Education

Degree in Business/Technology or equivalent

Benefits

What's in it for you?

Healthcare cover with Canada Life
Retirement savings plan
Employee Assistance Programme
Opportunity to earn an annual company bonus
20 days PTO
3 company closure days
Extensive training programs, classroom and online, through ‘Fenergo University'
Other competitive company benefits, such as flexible working hours, work from home policy, sports and social committee and much more
Buddy system for all new starters
Opportunity to work on a cutting-edge Fintech Product, using the latest of tools and technologies.
Defined training and role tracking to allow you see and assess your own career development and progress.
Work From Home set-up allowance

Diversity, Equality, and Inclusivity

Fenergo is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, where all employees are valued, respected, and can reach their full potential. We do not discriminate based on race, colour, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. Our hiring decisions are based solely on qualifications, merit, and business needs. We believe that a diverse workforce enriches our company culture, fosters innovation, and contributes to our overall success. We strive to provide a fair and supportive environment for all employees, promoting equal opportunities for career development and advancement. We encourage all qualified individuals to apply for employment opportunities and join our team in contributing to a collaborative and inclusive work environment.

Apply About employer

More about this job

Responsibilities

Lead client engagements to define operating models, scope, and solution designs for implementing Fenergo's financial services products, while guiding delivery and resolving functional challenges. Support practice development, employee mentoring, client demonstrations, pre-sales, stakeholder communications, and delivery improvements to help clients realize product value.

Requirements

Requires at least 10 years of financial services industry and domain experience implementing, consulting on, or managing vendor-side software projects, along with a degree in business, technology, or an equivalent field. Candidates should bring strong knowledge of financial crime and AML regulations, solution design experience, and excellent communication, presentation, organizational, and leadership skills.

Skills

Client Lifecycle Management
Financial Crime Compliance
Anti-Money Laundering
Regulatory Knowledge
Solution Design
Client Consulting
Project Delivery
Stakeholder Management
Leadership
Presentation Skills
Communication
Commercial Acumen
Pre-Sales Support
Training and Mentoring
Change Management
Customer Demonstrations

Benefits

Healthcare Cover
Retirement Savings Plan
Employee Assistance Programme
Annual Company Bonus Opportunity
Paid Time Off
Company Closure Days
Training Programs
Flexible Working Hours
Work From Home Policy
Sports and Social Committee
Buddy System
Work From Home Setup Allowance

Visa sponsorship

Not detected in the job text

Keywords

Fenergo
FEN-X
Client Lifecycle Management
Financial Services
Financial Crime Compliance
Anti-Money Laundering
Anti-Terrorist Financing
Sanctions
Anti-Bribery and Corruption
Fraud
Credit Risk Assessment
Agentic AI
Know Your Customer
FATCA
CRS
KYC Risk Models
Orbis
WorldCheck One
Financial Markets Regulations
Environmental and Social Governance
EU AML Regulations
Luxembourg Regulations
UK Regulations
Operating Model Design
Solution Design
Software Implementation
Project Delivery
Stakeholder Management
Pre-Sales
Change Management

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