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Added 7 mins ago
PI
Senior Database Reliability Engineer
PENN Interactive
Canada
- Full-time
We are looking for a Senior Database Reliability Engineer to join our thriving Engineering team, to work cross-functionally across engineering, focusing on the architecture for optimal…
Added 7 mins ago
A
Senior Systems Engineer
Aviso
Vancouver, BC
- $100,000 to $120,000 CAD / year
- Full-time
We're looking to fill an opening for a Senior Systems Engineer to join our Technology Ops & Support Partners team.
Added 7 mins ago
MM
Senior Cloud and Infrastructure Engineer
Mohawk Medbuy Corporation
Toronto, ON · Greater Toronto Area, Canada
- $95,000 to $103,000 CAD / year
- Full-time
Reporting to the Manager, Cloud Infrastructure and Security, the Senior Cloud & Infrastructure Engineer is responsible for building, operating, and improving the organization's Microsoft…
Added 7 mins ago
JC
Plant Quality Manager
Johnson Controls
Nisku, AB
- Full-time
…regulatory, and business requirements. This role serves as the senior quality leader responsible for multiple factories, direct resources and execute strategy in Quality Engineering,…
Added 7 mins ago
AW
Senior Systems Engineer
Aviso Wealth
Remote, Canada
- $100,000 to $120,000 CAD / year
- Full-time
- Remote
We’re looking to fill an opening for a Senior Systems Engineer to join our Technology Ops & Support Partners team.
Added 22 mins ago
M
Satellite Command & Data‑Handling (C&DH) System Engineer
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
MDA is seeking a Satellite C&DH System Engineer to support and/or design, integrate, verify, and support the on‑board command, control and data management functions for current and…
Added 22 mins ago
M
Satellite Bus Systems Engineer
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
MDA is looking for a Satellite Bus System Engineer (Grade 32) to support the definition, design, integration, verification and on‑orbit activities of the platform subsystems (structure,…
Added 22 mins ago
M
Satellite Design System Engineer
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
MDA is seeking a junior Satellite Design System Engineer for design, integration, verification, and operational support for current and next‑generation remote sensing and communications…
Added 22 mins ago
M
Satellite TT&C/PDT Systems Engineer
MDA
Sainte-Anne-de-Bellevue, QC
- Full-time
MDA is seeking a System Engineer to perform design, integration, verification, and operational support of TT&C/PDT subsystems for current and next‑generation remote sensing and…
Added 37 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 37 mins ago
T
Software Engineer II
TD
Toronto, ON
- Full-time
· Provide hands-on senior technical consultancy across the SDLC for complex application, integration, API, data, infrastructure, and production issues.
Added 37 mins ago
KR
AI Delivery - Oracle Fusion AI
KTek Resourcing
Brampton, ON
- Contract
5+ years in solution architecture, technical lead, or senior development roles.
Added 52 mins ago
G
Forward Deployed Engineer Intern (FDE)
GeoComply
Vancouver, BC
- Internship
As a Forward Deployed Engineer Intern, you’ll sit inside one of those pods, in one of our three technical functions, Product, Data, or Engineering. The work is technical and the feedback…
Added 52 mins ago
GeoComply Graduate Rotational Program (Technology)
GeoComply
Vancouver, BC
☐ Data and Analytics: turning data into answers and dashboards
Added 52 mins ago
GeoComply Graduate Rotational Program (Customer, Growth, and Operations)
GeoComply
Vancouver, BC
☐ Revenue Operations: the systems, data and processes behind sales
Added 1 hour ago
E
Senior Environmental Engineer or P.Geo
EXP
Kingston, Ontario
- Full-time
Added 1 hour ago
AC
Infrastructure & Capital Projects - Project Manager, COM
Accenture Construct
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
At Accenture Construct, that's the job. You'll help deliver the data centers, power grids, rail networks, factories and public infrastructure that keep communities moving - smarter, safer…
Added 1 hour ago
TE
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
IE
Mechanical Engineer, Intermediate
Impact Engineering
Vancouver, BC
- Full-time
Impact Engineering is currently seeking an Intermediate Mechanical Engineer-in-Training (E.I.T.) or Junior Professional Engineer (P.Eng.) who is self-motivated and has a passion for…
Added 1 hour ago
SL
Senior Data Engineer
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Waterloo King
- Full-time
We are currently looking for a Senior Data Engineer - with a passion for turning disparate streams of data into organized and actionable analytics services and insights. As a Data Engineer…
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
Technical Advisor, Application Development
National Research Council Canada
Ottawa, ON
If you love data, then we need you! We have embarked on a multi-year initiative to consolidate multiple Sales, Grants & Contributions, and traditional Case Management applications into one…
Added 2 hours ago
F
Senior Platform Engineer
Flinks
Remote, Canada
- Full-time
- Remote
…one of North America’s most trusted platforms for financial data access, enrichment, and money movement. We work with innovators across many industries, including lending, fintech, banking,…
Added 2 hours ago
K
Project Engineer/Analyst
Kinectrics
Tiverton, NS
- Full-time
Proactively identify, investigate, and with senior leader/senior engineer/scientists support resolve project risks
Added 2 hours ago
Q
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).

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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