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Added 54 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Toronto, ON
- Full-time
We are seeking a hands-on Salesforce Platform and AI Engineer to design, build, and scale secure, data-driven solutions that advance CCS’s mission. This role combines Salesforce…
Added 54 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Montreal, QC
- Full-time
We are seeking a hands-on Salesforce Platform and AI Engineer to design, build, and scale secure, data-driven solutions that advance CCS’s mission. This role combines Salesforce…
Added 54 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Quebec, QC
- Full-time
We are seeking a hands-on Salesforce Platform and AI Engineer to design, build, and scale secure, data-driven solutions that advance CCS’s mission. This role combines Salesforce…
Added 54 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Prince George, BC
- Full-time
We are seeking a hands-on Salesforce Platform and AI Engineer to design, build, and scale secure, data-driven solutions that advance CCS’s mission. This role combines Salesforce…
Added 54 mins ago
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Senior Salesforce Engineer
Canadian Cancer Society
Halifax, NS
- Full-time
We are seeking a hands-on Salesforce Platform and AI Engineer to design, build, and scale secure, data-driven solutions that advance CCS’s mission. This role combines Salesforce…
Added 54 mins ago
CC
Senior Salesforce Engineer
Canadian Cancer Society
Ottawa, ON
- Full-time
We are seeking a hands-on Salesforce Platform and AI Engineer to design, build, and scale secure, data-driven solutions that advance CCS’s mission. This role combines Salesforce…
Added 54 mins ago
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Senior Salesforce Engineer
Canadian Cancer Society
Calgary, AB
- Full-time
We are seeking a hands-on Salesforce Platform and AI Engineer to design, build, and scale secure, data-driven solutions that advance CCS’s mission. This role combines Salesforce…
Added 54 mins ago
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Senior Silicon ML Engineer
Cognichip
Toronto, ON
- $150,000 to $180,000 CAD / year
- Full-time
…nexus of silicon design and machine learning. As a Silicon ML Engineer on our team, you’ll fuse knowledge of chip design and ML into end-to-end silicon design flows. If you thrive on…
Added 1 hour ago
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Azure Data Consultant, Senior Associate
PwC Canada
Toronto, ON
- Full-time
As a Senior Associate, Azure Data Engineer, you will play a key role in designing and building data solutions on Azure. You will work closely with project teams to deliver high-quality data…
Added 1 hour ago
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Senior AI Engineer
CD PROJEKT RED
Canada
- Full-time
A good understanding of geometric algorithms and data structures.
Added 2 hours ago
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Development Ops Engineer
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Development Ops Engineer based in Canada.
Added 2 hours ago
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Senior Software Engineer
lululemon
BC · British Columbia, Canada
- Full-time
As a Senior Software Engineer, you will lead the design and implementation of complex software systems and features spanning multiple services and components, establishing technical…
Added 2 hours ago
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Ingénieur de données senior
CGI
Montreal, QC
- Full-time
The Data Engineer Senior acts as a specialist in the design, development, integration and optimisation of data solutions. They contribute to the implementation of pipelines, integration…
Added 2 hours ago
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Senior Site Reliability Specialist (SRE) – Equity Trading Platform
CGI
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- Full-time
…our teams achieve ambitious business goals by implementing a data-centric enterprise architecture for capital…
Added 2 hours ago
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Spécialiste Qualité Fournisseurs
Actalent
Laval, QC
- $40 to $55 CAD / hour
- Contract
We are seeking a Supplier Quality Engineer to manage a critical supplier, ensuring that commitments are met, recovery plans are driven, and supply chain risks affecting production are…
Added 3 hours ago
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Android & Robotics Software Developer
Remote Robotic
Ottawa, ON · Kanata, ON
- $40 to $55 CAD / hour
- Contract
…operators to control vehicles and view live video and sensor data in the…
Added 3 hours ago
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Founding Engineer, Build and Deployment
Rainharbor
Toronto, ON
- Full-time
…where a wrong answer is a broken commitment. You will be the engineer who makes sure it deserves that trust: helping shape the first release as it is built, proving it against its promises,…
Added 4 hours ago
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Senior AI Developer
UniSysTech Consulting
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Other
…is the primary priority for this role. We are looking for an engineer who excels at utilizing modern AI frameworks, LLMs, and intelligent automation to solve complex back-end…
Added 4 hours ago
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Senior Supplier Quality Engineer
Aversan Inc.
Montreal, QC
- $95,000 to $120,000 CAD / year
- Full-time
…ensuring supplier records, qualification status, performance data, and approval documentation remain accurate and up to…
Added 5 hours ago
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Lead Automation Engineer
RBC
Toronto, ON
- Full-time
We are seeking an exceptional Principal Engineer to lead the design, development, and implementation of AI-driven software development lifecycle and intelligent automation solutions. This…
Added 5 hours ago
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Software Engineer
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As a Software Engineer, you will contribute to software and platform capabilities that support data connectivity and transformation. You will work alongside engineers, product managers, and…
Added 5 hours ago
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FY27 Intern - Digital Design Engineering Internship - Canada (16 months)
Qualcomm
Toronto, ON
- Full-time
…Your "Profile Visibility" choice will guide how we manage your data across our systems. To be considered for the full breadth of internship opportunities, select the option to use your…
Added 5 hours ago
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Senior iOS Software Engineer
eBay
Toronto, ON
- Full-time
eBay Selling team is looking for a Senior iOS Engineer who is passionate about creating apps that consumers love. This is an amazing opportunity to join a world leader in mobile commerce…
Added 5 hours ago
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Forward Deployed Engineer (Internal tools)
Trexo Robotics
Mississauga, ON
- $100,000 to $140,000 USD / year
- Full-time
We're looking for a Forward Deployed Engineer to work directly with our teams, uncover real operational bottlenecks, and build the automations, AI agents, dashboards, and tools that solve…
Added 5 hours ago
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Senior Databricks Engineer
KData AI
Toronto, ON
- Full-time
We are seeking an experienced Senior Databricks Engineer with a deep background in distributed data systems to architect, scale, and optimize enterprise-grade lakehouse solutions. In this…

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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