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Added 1 day ago
A
C++ Software Developer (Open Interest)
Actalent
Ottawa, ON
- $45 to $65 CAD / hour
- Full-time
C++ Software Developer/Engineer Talent Network (Open Interest)
Added 1 day ago
ST
AI Software Engineer
SS&C Technologies
Toronto, ON
- Full-time
Collaborate with Product Owners, Business Analysts, and QA teams to define requirements, estimate work, and deliver solutions.
Added 1 day ago
ST
AI Software Engineer
SS&C Technologies
Toronto, ON
- Full-time
Collaborate with Product Owners, Business Analysts, and QA teams to define requirements, estimate work, and deliver solutions.
Added 1 day ago
Technology Lead
Infosys
ON
…and Agentic AI frameworks. This role is ideal for a mid-level engineer with strong technical depth, a passion for building, and the ability to lead small teams or workstreams in a…
Added 1 day ago
Technology Analyst
Infosys
ON
Infosys is seeking a hands-on Gen AI / Agentic AI Engineer to design, develop, and deploy next-generation AI solutions using Large Language Models (LLMs), Retrieval-Augmented Generation…
Added 1 day ago
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FinTech Data Engineer: Claude AI Workflow for Form ADV & FINTRX Analytics
The Essence Group
Canada
- Contract
This requires an engineer who can blend strict programmatic Python data pipelines with non-deterministic LLM document extraction.
Added 1 day ago
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QA Automation Engineer - Python/ Robot Framework
BeachHead
Toronto, ON
- $57.97 to $69.57 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a QA Automation Engineer - Python/ Robot Framework to drive functional testing and automation initiatives, collaborate…
Added 1 day ago
MN
Junior Cloud QA Specialist (SDET) - 13-month term contract (maternity leave)
March Networks
Ottawa, ON
- Contract
Familiarity with Python, JavaScript and/or Java
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M
Senior Full Stack Engineer
Manulife
Toronto, ON · Waterloo, ON
- Full-time
5–10 years of experience as a Full Stack Software Engineer, with demonstrated ownership of features from design through production support.
Added 1 day ago
C
AI/ML Engineer
Conviva
Toronto, ON
- Full-time
We are looking for an AI/ML Engineer with strong machine learning fundamentals and hands-on experience in model development, training, and evaluation. In this role, you will work on…
Added 1 day ago
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Senior Platform Engineer
Flinks
Remote, Canada
- Full-time
- Remote
At least 8 to 10 years in platform, DevOps, or infrastructure engineering, with real software development along the way. Any language works (we use C#, Go, and Python); you write and…
Added 1 day ago
TU
Software Engineer Graduate Scheme - Halifax
targetjobs UK
Halifax, NS
- Full-time
Get stuck into coding with languages like Java, Python, TypeScript, Kotlin, Swift, Rust and Golang
Added 1 day ago
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Senior Cloud Engineer
QualityAI
Canada
- Full-time
We are looking for a Senior Cloud Engineer with strong experience in AWS, Terraform, and Infrastructure as Code (IaC).
Added 1 day ago
VT
AI Engineer - Agentic AI, Commercial Banking
Vision Talent Co.
Toronto, ON
- Contract
Turn business requirements and solution designs into production-grade Python agents, data-grounded AI capabilities, evaluation pipelines, and observable AI services for Commercial Banking…
Added 1 day ago
H
PySpark Data Engineer
Hays
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
As a Python / PySpark Data Engineer, you will develop and enhance scalable data-processing capabilities used for critical client and regulatory reporting. Your focus will be on building…
Added 1 day ago
TR
Staff Software Engineer - II (KeyCite)
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
- Full-time
As a Staff Software Engineer II at KeyCite, you will lead complex, business-critical engineering initiatives from architecture through production. You will modernise established platforms…
Added 1 day ago
Senior Customer Engineer, Named Enterprise - Montreal, QC
Cloudflare
Montreal, QC
…through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks.…
Added 1 day ago
HS
Data Warehouse System Engineer
Hyve Solutions
ON · Ontario, Canada
- Full-time
…management, and performance optimization. Strong experience with Apache Iceberg, Hudi, or Delta Lake, including metadata architecture, snapshots, manifests, schema evolution, and partition…
Added 1 day ago
HS
Site Reliability Engineer- EDI
Hyve Solutions
ON · Ontario, Canada
- $70,000 to $110,000 CAD / year
- Full-time
We are looking for a proactive and technically strong Site Reliability Engineer to support business-critical application platforms, EDI services, and production infrastructure across North…
Added 1 day ago
AI Engineer, Platform and Runtime
HS Financial Technologies
Halifax, NS
…equity, private credit, hedge funds, endowments, and others with integrated technology, specialized expertise, and scalable…
Added 1 day ago
AM
Senior Infrastructure Engineer
Advanced Micro Devices, Inc
Markham, ON
- Full-time
We are looking for a Senior Infrastructure Engineer to own the platforms used to build and validate AMD software at scale. These platforms include large on-premises and cloud compute…
Added 1 day ago
Sr. Software Engineer, Systems Framework & Infrastructure
Tenstorrent
Toronto, ON
A strong programmer in C, C++, and Python with fluency in Git for source code management using rebase and feature-branch workflows.
Added 1 day ago
I
Cloud Engineer
Irth
Canada
- Full-time
Scripting and automation: Proficiency in PowerShell, Bash, or Python, with experience using CI/CD platforms such as GitHub Actions or similar tools
Added 1 day ago
VI
AWS DevOps & Cloud Security Engineer
Vielight Inc.
Toronto, ON
- Full-time
We are looking for an experienced, hands-on AWS DevOps & Cloud Security Engineer to lead the migration of our AI-powered neurotechnology platform to AWS and establish a secure, scalable,…
Added 1 day ago
WT
Python Backend Engineer
Wissen Technology
Montreal, QC
- Full-time
We are looking for an experienced Python Backend Developer with strong expertise in Python fundamentals, FastAPI, asynchronous programming, and backend system design. The ideal candidate…

The Essence Group

FinTech Data Engineer: Claude AI Workflow for Form ADV & FINTRX Analytics

Canada

Contract

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Job details

Job type: Contract
Experience: Seniority: 5+ years of experience in Python Data Engineering and Software Architecture; 2+ years of hands-on production experience orchestrating LLM APIs.
Posting language: English
Posted: Nov 2, 2026

Original job description

We are seeking an expert Senior FinTech Data Engineer / AI Developer based in Canada or the United States to architect and build a repeatable, highly resilient wealth-management research workflow.

The objective of this project is to eliminate manual research by identifying Registered Investment Advisors (RIAs) showing documented structural or operational pressures (e.g., fee complexity, platform fragmentation, or capacity constraints) that an institutional platform or a larger RIA could address. Note: Predicting or assessing whether an owner wants to move is strictly out of scope.

This requires an engineer who can blend strict programmatic Python data pipelines with non-deterministic LLM document extraction.

Required Workflow & Technical Scope

Starting with a raw FINTRX Excel export file, the automated system must execute the following pipeline:

Automated Document Retrieval: Dynamically extract CRD identifiers from the spreadsheet, handle SEC/IAPD connection protocols safely (respecting rate limits), and fetch the corresponding Form ADV Part 1 (JSON/XML data) and Part 2A Brochures (Narrative PDFs).
Claude-Driven Data Reconciliation: Leverage the Claude API (via structured Tool Use / Function Calling) to parse the narrative prose of Part 2A brochures, cross-reference data against Part 1 fields, and reconcile findings directly against the initial FINTRX records.
Non-Destructive Excel Automation: Programmatically update a multi-sheet master workbook (using openpyxl, xlwings, etc.). The script must preserve original values and dynamically flag discrepancies, missing fields, or target mismatches via a clean exception logging framework.
Screening & Scoring Engine: Implement deterministic data logic to score and rank RIAs based on core proxies for operational pressure (such as account-to-advisor bottlenecks, tech stack fragmentation, or stagnant asset growth metrics).
Data Integrity & Logic Separation: Force the AI pipeline to rigorously isolate verified regulatory facts from logical targeting hypotheses within the generated target profiles.

Required Qualifications & Experience

Seniority: 5+ years of experience in Python Data Engineering and Software Architecture; 2+ years of hands-on production experience orchestrating LLM APIs.
Domain Expertise: Prior experience working with SEC EDGAR / IAPD systems, mapping Form ADV data, and interpreting wealth management data structures (specifically FINTRX).
Advanced LLM Engineering: Deep understanding of the Claude (Anthropic) API ecosystem, including context window management, system prompt optimization, and forcing deterministic JSON outputs through structural tool use.
Data Architecture: Elite spreadsheet automation skills. You must know how to surgically manipulate, format, and audit Excel files via code without destructive overwrites.
Location Constraints: Must be an independent freelance contractor legally authorized to work and residing in the United States or Canada.

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More about this job

Responsibilities

Build a resilient workflow that retrieves and reconciles Form ADV and FINTRX data, using Python pipelines and Claude to extract information from regulatory documents. Automate non-destructive Excel updates, log discrepancies, and implement deterministic screening and scoring of RIAs based on operational-pressure indicators.

Requirements

Candidates must have at least five years of Python data engineering and software architecture experience, plus at least two years of production experience orchestrating LLM APIs. They need hands-on expertise with SEC EDGAR/IAPD, Form ADV, FINTRX, Claude API structured outputs, and careful Excel automation, and must be independent contractors residing in and authorized to work in the United States or Canada.

Skills

Python Data Engineering
Software Architecture
LLM API Orchestration
Claude API
Structured Tool Use
Function Calling
Prompt Optimization
JSON Data Extraction
SEC EDGAR
IAPD
Form ADV
FINTRX
Excel Automation
openpyxl
xlwings
Data Reconciliation

Visa sponsorship

Not detected in the job text

Keywords

Python
Data Engineering
Software Architecture
Claude API
Anthropic
LLM APIs
Structured Tool Use
Function Calling
Prompt Optimization
Context Window Management
Deterministic JSON
SEC EDGAR
IAPD
Form ADV Part 1
Form ADV Part 2A
FINTRX
Excel Automation
openpyxl
xlwings
PDF Extraction
JSON
XML
Data Reconciliation
Exception Logging
RIA Screening
Scoring Engine
Wealth Management
Financial Services
Data Integrity
Rate Limiting

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