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Added 21 mins ago
C
Senior Machine Learning Engineer
Clio
Canada
- Full-time
We are currently seeking a Senior Machine Learning Engineer to join our rapidly growing engineering team. This role is for someone who is passionate about building innovative solutions and…
Added 21 mins ago
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Software Engineer II
TD
Toronto, ON
- Full-time
…code-quality tooling, and vulnerability scanning; continuously improve automation, quality, security, resiliency, observability, reuse, and…
Added 21 mins ago
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Senior Product Design Engineer / Développeur·euse design de produit senior
Vention
Montreal, QC
- Full-time
Added 21 mins ago
KR
AI Delivery - Oracle Fusion AI
KTek Resourcing
Brampton, ON
- Contract
Drive the design of agentic workflows, AI orchestration, and business process automation solutions.
Added 21 mins ago
KG
Kafka Engineer
K&K Global Talent Solutions INC.
Montreal, QC
- Full-time
We are looking for a Kafka Engineer with strong experience in Apache Kafka, Python, Linux, and Grafana to support and enhance large-scale distributed systems within an Investment Banking…
Added 21 mins ago
KG
Production/Application Support Engineer (Level 3/4)
K&K Global Talent Solutions INC.
Montreal, QC
- Full-time
Position: Production/Application Support Engineer (Level 3/4)
Added 36 mins ago
GeoComply Graduate Rotational Program (Technology)
GeoComply
Vancouver, BC
☐ AI and Automation: building tools that remove manual work
Added 36 mins ago
GeoComply Graduate Rotational Program (Customer, Growth, and Operations)
GeoComply
Vancouver, BC
☐ AI and Automation: building tools that remove manual work
Added 51 mins ago
Project Engineer- Centre Of Excellence
Aecon
Cambridge, ON
The COE Project Engineer position supports the welding initiatives of the Aecon Nuclear Centre of Excellence (COE) department. This department is responsible for three basic areas critical…
Added 51 mins ago
AT
PLC Automation Engineer – Siemens / Conveyor Systems
Altis Technology
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $110,000 CAD / year
- Full-time
Our client, an established global provider of automated material handling and logistics solutions, is looking for an experienced PLC Automation Engineer to join its growing engineering team.
Added 1 hour ago
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Test and Validation Engineer - Contract
Humanoid
Burnaby, BC
- Full-time
We are looking for a Robotics Test & Validation Engineer to join our Vancouver team on a 6-month, full-time fixed-term contract, supporting the testing, characterization, and validation of…
Added 1 hour ago
VA
AI Enablement Specialist - Contract
Vital AI
Canada
- Contract
…problems using technology. You don't need to be a software engineer, but you do need to be an advanced AI user who is comfortable experimenting with new tools and building practical…
Added 1 hour ago
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FinTech Data Engineer: Claude AI Workflow for Form ADV & FINTRX Analytics
The Essence Group
Canada
- Contract
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…
Added 1 hour ago
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DevOps Engineer
TechDoQuest
Canada
- Full-time
We are seeking a Advanced Site Reliability / DevOps Engineer to join the Fulfillment Services team, focused on infrastructure automation, cloud platform management, and CI/CD enablement.…
Added 1 hour 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 hour ago
MN
Junior Cloud QA Specialist (SDET) - 13-month term contract (maternity leave)
March Networks
Ottawa, ON
- Contract
…looking for a person who is passionate about quality, test automation and technology, possesses a collaborative mindset, and has a deep curiosity as to how things work ‘under the hood' as…
Added 1 hour ago
AS
Devops Engineer - Cloud Migration
Apex Systems
Toronto, ON
- $45 to $49 USD / hour
- Full-time
Overview: As a DevOps Engineer at one of the top five banks, you will play a crucial role in the day-to-day Business as Usual (BAU) operations while focusing on migrating select…
Added 1 hour ago
HC
Growth Marketing Engineer
Healthcord Cryogenics
Vancouver, BC
- Full-time
…newsletters (print and electronic), basic SEO/SEM support, and light automation of CRM/marketing systems (such as HubSpot or…
Added 1 hour ago
C
Systems Engineer, Sr
Company3
Toronto, ON
- Full-time
Technical Leadership & Mentorship: The Systems Engineer, Sr will serve as a senior technical authority and the final escalation point for complex infrastructure issues. They will mentor…
Added 1 hour ago
M
Senior Full Stack Engineer
Manulife
Toronto, ON · Waterloo, ON
- Full-time
As a Senior Full Stack Engineer, you will help shape solutions, advance strategic initiatives, strengthen our technology footprint and champion strong engineering practices within your team.
Added 1 hour ago
Machine Builder Solution Manager
Siemens
Canada
Siemens Digital Industries Automation (DI AUT) is one of the world’s leading providers of industrial automation. Our innovative automation portfolio enables companies of all sizes in both…
Added 1 hour ago
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Senior Platform Engineer
Flinks
Remote, Canada
- Full-time
- Remote
Added 1 hour ago
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Electrical Engineering Student (Summer 2027)
AtkinsRéalis
Calgary, AB · Vancouver, BC · Winnipeg, MB · Bedford, NS · Toronto, ON
- Full-time
Process Engineering and Automation: Develop control systems to automate processes.
Added 1 hour ago
TU
Software Engineer Graduate Scheme - Halifax
targetjobs UK
Halifax, NS
- Full-time
And as a Software Engineer graduate, your work will be anything but behind the scenes. You’ll help design, build and maintain the applications, platforms and digital services that millions…
Added 1 hour ago
KG
.NET & SharePoint Integration Engineer
K&K Global Talent Solutions INC.
Quebec, QC
- Full-time
Automation & Background Processing: Engineer robust scheduled jobs, message consumers, background tasks, and enterprise automation pipelines.

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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