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Quartz

Financial Adviser

Open Hall, NL, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 26, 2026
Posting language: English
Posted: Oct 5, 2026

Original job description

About Quartz

Quartz is reimagining wealth management through personalised intelligence. It's the first wealth platform that truly learns from you, understands your goals, and helps you make confident, informed decisions all in one secure platform. Get the experience of a personal banker that works with you 24/7, at a fraction of the cost.

About The Role

We're looking for our first Financial Adviser to help shape how Charlie, our AI advisor, thinks and acts and, ultimately, how financial advice is produced at scale.

This is a hybrid role: you'll split your time between training Charlie (defining what good advice looks like, stress-testing its reasoning, codifying edge cases) and speaking directly to customers. The insight from one feeds the other.

You'll also be instrumental in liaising with the FCA, so you'll need the regulatory fluency to help us build in the right direction from day one.

This is not a people management role. It's for someone who excels at first principle thinking, is comfortable pulling apart the established playbooks of private banking, and wants to rebuild them for a software-first world. If you're looking to do meaningful work and you're not driven by a nine to five mentality, you might be just who we're looking for.

What you'll be doing

Training Charlie: defining advice frameworks, reviewing model outputs, curating examples, and codifying judgement calls into something the model can learn from
Speaking to customers directly: running advisory conversations that inform both the product and Charlie's development
Working alongside product, engineering and ML to translate financial advisory logic into product features
Shaping our regulatory posture ahead of targeted support / MiFID permissions with the FCA
Contributing to internal guidelines, playbooks, and the advice quality bar

What you'll need

RQF Level 4 in Financial Planning minimum, AQL listed, and a strong track record of advising clients
3+ years at a top-tier financial adviser and/or private bank (Coutts, Rothschild, Rathbones, Evelyn, Quilter or equivalent)
Strong grasp of UK regulatory frameworks around advice (FCA handbook, suitability, MiFID II)
Evidence of being tech-savvy: comfortable with software tools, data, and ideally prompting / working with LLMs
Self-starter mentality - you can define the problem, not just solve it
Ability to think from first principles rather than defaulting to how things were done at your previous firm
Fluency in English

Nice to have

Experience in a start-up or scale-up (at least have started something as a side project!)
CFA or equivalent qualification
Previous experience training or evaluating AI models
Exposure to fintech, robo-advice, or digital wealth platforms

Apply About employer

More about this job

Responsibilities

Train and evaluate the AI adviser by defining advice frameworks, reviewing outputs, curating examples, and codifying judgement, while also advising customers directly. Collaborate with product, engineering, and machine-learning teams, liaise with the FCA, and help establish regulatory guidance and advice-quality standards.

Requirements

Requires at least RQF Level 4 in Financial Planning, an AQL listing, a strong client-advising record, and at least three years of experience at a top-tier financial adviser or private bank. Candidates should understand UK advice regulation, be comfortable with technology and ideally LLMs, think from first principles, and be fluent in English.

Skills

Financial Advice
Financial Planning
Client Advisory
UK Financial Regulation
FCA Handbook
Suitability Assessment
MiFID II
AI Model Training
AI Model Evaluation
Large Language Models
First-Principles Thinking
Product Collaboration
Regulatory Liaison
Communication
Self-Starter

Visa sponsorship

Not detected in the job text

Keywords

Financial Advice
Financial Planning
RQF Level 4
AQL
FCA
FCA Handbook
MiFID II
Suitability
Targeted Support
Private Banking
Wealth Management
AI Adviser
Large Language Models
AI Model Training
AI Model Evaluation
Advice Frameworks
Regulatory Compliance
Fintech
Robo-Advice
Digital Wealth Platforms
Product Development
Machine Learning
Customer Advisory
First-Principles Thinking
CFA

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