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Added 2 mins ago
FF
Principal Software Engineer
Forward Financing
Remote, Canada
- $200,000 to $250,000 CAD / year
- Full-time
- Remote
At Forward, we're building a world-class fintech platform to empower small businesses. Our engineering team isn't just a support function, we're a core driver of the business. We use data…
Added 2 mins ago
Senior Data Analyst, GTM Operations
7shifts
Saskatoon, SK
7shifts is a scheduling and payroll platform designed to help restaurant teams thrive. With an easy-to-use app and industry-specific solutions, 7shifts saves time, reduces errors, and helps…
Added 2 mins ago
Senior Data Analyst, GTM Operations
7shifts
Toronto, ON
7shifts is a scheduling and payroll platform designed to help restaurant teams thrive. With an easy-to-use app and industry-specific solutions, 7shifts saves time, reduces errors, and helps…
Added 16 mins ago
A
Customer Success Associate
Achievers
Toronto, ON
- Full-time
…driving strategy for the Achievers recognition and engagement platform while continuously driving value for our customers. You will play a key role with our customers by promoting product…
Added 32 mins ago
AN
Technical Analyst- Licensing Advisor
Accurate Network Services
Edmonton, AB
- Full-time
…serving Edmonton and Calgary. Our mission is to use Accurate as a platform to better the lives of the people we work with. Through collaborative partnerships with our clients, employees,…
Added 47 mins ago
ED
Senior Quality Engineer/Lead - EN 323
Export Development Canada | Exportation et développement Canada
Remote, Canada
- Full-time
- Remote
…establish best practices for AI-assisted quality engineering, and support the adoption of emerging capabilities that enhance how software is validated, tested, monitored, and supported. As…
Added 47 mins ago
AI Solution Architect / FDE (AWS and Azure) -
NTT DATA Services
Toronto, ON
Support integration of AI solutions with enterprise systems, APIs, databases, and data platforms.
Added 47 mins ago
Delivery Manager
Government of Alberta
AB
…development, delivery and operations of user-centered common platform services. The branch builds and develops common platforms and data services that enable product teams to deliver…
Added 1 hour ago
C
Vice President, Private Capital Solutions
Clarity
Vancouver, BC
- Full-time
Clarity is redefining how private companies and their shareholders access liquidity. Through its institutional-grade platform, Clarity brings together buyers, sellers, and issuers to…
Added 1 hour ago
RB
2027 Winter – GRM, AI Developer Intern - Innovation & AI Center of Excellence (4 Months)
Royal Bank of Canada
Toronto, ON
- Full-time
…become a client-centric, future-ready leader by harnessing data, digital innovation, and AI to deliver unparalleled value. Our commitment to technological excellence - recognized globally…
Added 1 hour ago
RB
Staff AI Architect/Engineer
Royal Bank of Canada
Toronto, ON
- Full-time
…solution architecture guidance to direct, hands-on engineering support, meeting teams wherever they are on their delivery…
Added 1 hour ago
RB
Senior Manager, Application Development and Integration
Royal Bank of Canada
Toronto, ON
- Full-time
Advanced experience with Big Data Technologies (Spark, Hadoop, Hive, Kafka), .Net, React, JavaScript, REST APIs, Microservices, NoSQL/SQL databases.
Added 1 hour ago
CT
Product Owner
Connex Telecommunications Inc.
Toronto, ON
- $75 to $85 CAD / hour
- Contract
We are seeking a highly organized, technology-savvy, and collaborative Product Owner to support strategic technology and digital transformation initiatives. This role serves as a key bridge…
Added 1 hour ago
ML
Hybrid Cloud & Infrastructure Platform Consultant
Maple Leaf Foods Inc
Mississauga, ON
- Full-time
Support infrastructure patterns for facility, edge, gateway, or vendor platform integration into approved cloud or data platforms.
Added 1 hour ago
NE
Quality Analyst
NRG Energy
Calgary, AB
- Full-time
The Customer Care Quality Assurance Analyst is responsible for monitoring and evaluating customer interactions to support quality, compliance, and customer experience objectives across…
Added 1 hour ago
R
Senior Director, CFO Controls Office
RBC
Toronto, ON
- Full-time
Conduct regulatory horizon scanning for CFO risk themes; support change management activities and quality assurance reviews in partnership with compliance teams.
Added 1 hour ago
Intern - Public Relations (External Comms) Winter 2027
EQ Bank | Canada's Challenger Bank
Toronto, ON
The EQ Bank Public Relations & Communications team is seeking a highly motivated and detail-oriented Co-op Student to support corporate communications, media relations, executive…
Added 1 hour ago
Quality Analyst
NRG
AB · Edmonton, AB · Calgary, AB
The Customer Care Quality Assurance Analyst is responsible for monitoring and evaluating customer interactions to support quality, compliance, and customer experience objectives across…
Added 1 hour ago
Business Systems Specialist (Automation & AI Enablement)
The Canada Life Assurance Company
London, ON
Support the responsible and scalable integration of AI into insurance systems and processes.
Added 1 hour ago
Developer/Technical Architect - Microsoft D365 Customer Engagement
EY
Toronto, ON · Vancouver, BC
EY Canada is seeking a Developer/ Technical Architect to join our growing Microsoft Dynamics 365 Customer Engagement team. Our Microsoft solutions group extends from advisory and planning,…
Added 1 hour ago
GM
Principal Software Engineering - Test System Modernization
General Motors
Markham, ON
- Full-time
Standardize test-result schemas, metadata, diagnostics, and artifacts; enable storage in Databricks for analytics, trend analysis, data mining, and reporting.
Added 2 hours ago
E
Sr Product Mgr, eBay Live-Seller/Host
eBay
Toronto, ON
- Full-time
Anticipate cross-team dependencies and longer-term tradeoffs, using customer insights, product data, and business context to balance near-term needs with the foundations required to support…
Added 2 hours ago
E
Sr Product Mgr, eBay Live-Seller/Host
eBay
Toronto, ON
- Full-time
Develop the product strategy and roadmap for your area, translating seller insights, qualitative research, support trends, and product data into clear priorities and product investments.
Added 2 hours ago
H
Senior Test & Validation Engineer
Humanoid
Burnaby, BC
- Full-time
…mission to life with HMND‑01 - our rapidly developed humanoid platform being deployed in real industrial environments - and we’re growing the team to take it even…
Added 2 hours ago
RB
2027 Winter – GRM, AI Business Analyst Intern – Innovation & AI Centre of Excellence (4 Months)
Royal Bank of Canada
Toronto, ON
- Full-time
…become a client-centric, future-ready leader by harnessing data, digital innovation, and AI to deliver unparalleled value. Our commitment to technological excellence - recognized globally…

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

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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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