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Added 6 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 6 mins ago
NG
Mine Engineer in Training
New Gold Inc.
Kamloops, BC
- Full-time
…a wide variety of technical growth opportunities. The Mine Engineer in Training will be initially placed dependent on the successful candidate’s relevant experience and current business…
Added 6 mins ago
KG
AI -Senior Mobile Engineering Specialist
K&K Global Talent Solutions INC.
Montreal, QC
- Full-time
8+ years' experience in mobile device management, working at senior engineer level
Added 6 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 6 mins ago
A
Quality Assurance Tech III
Actalent
Vancouver, BC
- $45 to $50 CAD / hour
- Contract
We are seeking a talented and highly motivated Quality Assurance Engineer for a contract position. The ideal candidate possesses excellent communication skills, attention to detail, and has…
Added 6 mins ago
T
Microsoft Azure Integration Developer
TEEMA
Vancouver, BC
- Contract
…enterprise integrations across cloud-based and on-premises systems. This is a hands-on technical position with roughly 70% of the focus on integration development and 30% on Azure…
Added 6 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
Strong problem-solving skills and sound judgment when planning and making changes to production systems.
Added 6 mins ago
A
Manufacturing Process Engineer
Actalent
Ottawa, ON
- $50 to $65 CAD / hour
- Contract
The Manufacturing Process Engineer supports the development, implementation, and optimization of manufacturing processes in a highly regulated environment. This role works closely with…
Added 6 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 21 mins ago
TT
Senior Full Stack Software Engineer
True Talent Solutions Partners
Canada
- $200,000 to $275,000 USD / year
- Full-time
Work with a frontend engineer to improve the product UI and accelerate production releases.
Added 36 mins ago
C
Senior Machine Learning Engineer
Clio
Canada
- Full-time
Hands-on experience in model development, specifically with designing and shipping agentic systems, including retrieval, tool use, orchestration, and the evaluation frameworks that keep…
Added 36 mins 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 36 mins 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 36 mins ago
V
Senior Product Design Engineer / Développeur·euse design de produit senior
Vention
Montreal, QC
- Full-time
You’ll set up the workflow that keeps design and code in sync, so a change in design reaches production without a long handoff.
Added 36 mins ago
KR
AI Delivery - Oracle Fusion AI
KTek Resourcing
Brampton, ON
- Contract
…delivery teams to transform AI opportunities into scalable production solutions that drive business…
Added 37 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 51 mins ago
Civil Engineering Co-op Student
Urban Systems
Calgary, AB
At Urban Systems, we understand your need to have meaningful experiences during your co-op work terms. We strive to create opportunities that apply your knowledge and skills to challenging,…
Added 1 hour 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 1 hour ago
C
Civil Substation Lead Engineer
CIMA+
Vancouver, BC
- $142,000 to $192,000 CAD / year
- Full-time
…projects, from feasibility studies to commissioning. From the production of electricity from renewable sources to resource transformation, our expertise markets are the driving force of a…
Added 1 hour ago
CS
Product Development Engineer
CQ Search Group Ltd.
Vaughan, ON
- $120,000 to $140,000 CAD / year
- Full-time
Project Engineer/Product Development engineer – material handling/Forklift Equipment / Product Development
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
T
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
C
Systems Engineer, Sr
Company3
Toronto, ON
- Full-time
The Senior Systems Architect will design, build, and support the core infrastructure for Company 3 and SDFX, spanning post-production, color, finishing, editorial, VFX, and audio mixing…
Added 1 hour ago
Machine Builder Solution Manager
Siemens
Canada
…future-ready through technologies such as software-defined systems and artificial intelligence. Siemens Xcelerator - the open digital business platform - helps to implement this more…
Added 1 hour ago
C
AI/ML Engineer
Conviva
Toronto, ON
- Full-time
…shows what consumers actually experience, not just whether systems are running, and connects that experience to revenue, retention, and…

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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