AI & Automation Analyst

Tfg-Financial-Corporation; Vancouver; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits package (health

RRSP, TFSA and company matching

Flexible work arrangement: in-office,

Job summary

Travelers Financial Solutions seeks an AI & Automation Analyst to shape how we operate by leveraging AI, automation and emerging technologies to boost productivity, customer experience and growth in a fast‑moving financial services environment.

You will work with sales, credit, funding and operations to design and deploy AI agents and workflows, translating business challenges into practical technology solutions that scale across the organization.

Qualifications

• Experience in sales, financial services, lending or a similar commercial environment.
• Practical experience building AI agents, workflow automations or internal tools.
• Familiarity with Copilot, Power Automate, Claude or comparable technologies.
• Strong business-process understanding with the ability to translate operational challenges into tech solutions.
• Entrepreneurial, resourceful and capable of driving projects independently.
• Strong analytical skills with a focus on measurable outcomes.
• Excellent communication and cross-department collaboration.
• Formal software engineering credentials are not essential.

Responsibilities

• Design, build and deploy AI agents, automated workflows and internal tools.
• Explore emerging AI technologies and identify practical applications across our business.
• Leverage existing platforms and develop new solutions where appropriate.
• Develop tools to help sales teams work more efficiently and strengthen relationships.
• Improve access to information and insights for faster decisions.
• Identify opportunities to increase sales capacity via technology.
• Partner with teams to streamline processes and reduce admin work.
• Improve information flow between systems and departments.
• Introduce automation to improve speed, accuracy and consistency.
• Develop scalable processes supporting growth without more admin.
• Take ownership from concept to implementation.
• Ensure tools are practical, intuitive and widely adopted.
• Collaborate with IT to meet security and compliance requirements.
• Track results and demonstrate measurable improvements.
• Identify opportunities to improve processes and efficiency.
• Collaborate with cross-functional teams on process improvements.
• Perform other duties as required.

Skills

Sales / financial services experience

AI agent development

Workflow automation

Business process knowledge

Independent project leadership

Analytical skills

Communication & collaboration

AI enthusiasm

Tools

Microsoft Copilot

Power Automate

Claude / similar tools

Job description

Salary Range: $90,000.00 To $120,000.00 Annually

• Job type – Permanent, full time
• Location – Vancouver, BC (hybrid, 2 days/week in office)
• Working hours – Standard business hours PST however may vary based on customer needs

Your Talent, Your Terms | Results, Recognition and Rewards

What’s the job:

TFS is looking for a passionate and technically capable AI & Automation Analyst to help shape the future of how we operate. As a growing financial services organization, we see significant opportunities to leverage artificial intelligence, automation and emerging technologies to improve productivity, enhance the customer experience and accelerate business growth. This role will work directly with our commercial and operational teams to identify opportunities, develop practical solutions and implement technologies that make our business faster, smarter and more scalable. We are looking for someone who understands how businesses operate, enjoys building technology and has the initiative to turn ideas into measurable results.

What you’ll be doing:

• Design, build and deploy AI agents, automated workflows and internal productivity tools.
• Explore emerging AI technologies and identify practical applications across our business.
• Leverage existing technology platforms and develop new solutions where appropriate.

Sales & Business Growth

• Develop tools that help sales teams work more efficiently, prioritize opportunities and strengthen customer and partner relationships.
• Improve access to information and insights that support faster, more informed business decisions.
• Identify opportunities to increase sales capacity and improve conversion through technology.

Operational Efficiency

• Partner with sales, credit, funding and operations teams to streamline processes and eliminate repetitive administrative work.
• Improve information flow between systems, teams and business functions.
• Introduce automation that improves processing speed, accuracy and consistency.
• Help develop scalable processes that support business growth without proportional increases in administrative resources.

Implementation & Results

• Take ownership of initiatives from initial concept through development and implementation.
• Work with employees to ensure tools are practical, intuitive and widely adopted.
• Collaborate with IT to ensure solutions meet security, compliance and technology requirements.
• Track results and demonstrate measurable improvements in productivity, efficiency and business performance.
• Identify opportunities to improve processes and operational efficiency.
• Collaborate with cross-functional teams to develop and implement process improvements.
• Perform other job-related duties as required to meet organizational needs.

What you bring:

• Experience in sales, financial services, lending or a similar commercial environment.
• Practical experience developing AI agents, workflow automations or internal business tools.
• Familiarity with Microsoft Copilot, Power Automate, Claude or comparable technologies.
• Strong understanding of business processes and the ability to translate operational challenges into technology solutions.
• Entrepreneurial, resourceful and comfortable independently driving projects forward.
• Strong analytical skills and a focus on measurable outcomes.
• Excellent communication skills and the ability to collaborate across departments.
• A genuine passion for AI, innovation and finding better ways to work.
• Formal software engineering credentials are not essential. We value demonstrated technical capability, business understanding and the ability to deliver working solutions.

What Success Looks Like:

• Productivity: Employees spend less time on administration and more time on revenue generating and customer focused activities.
• Growth: Technology enables higher sales volumes and increased operational capacity.
• Efficiency: Faster processing, fewer manual steps and improved accuracy.
• Adoption: New tools become an integral part of how our teams work.
• Financial Impact: Clear, measurable returns from automation and technology investments.

TFS’ culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.

As part of the Travelers Group of Companies, Travelers Financial Solutions is one of North America’s most innovative and fast growing independent financing and leasing solutions providers. Together with its affiliates, TFS provides automotive, equipment, aircraft and other asset based financing solutions to the North American market. TFS is focused on delivering best in class, full spectrum financing solutions to OEMs, dealerships and marketplaces.

Results, Recognition, and Rewards:

At TFS, we are driven by results and committed to recognizing and rewarding your achievements. Through performance-based rewards and growth opportunities, your contributions are valued and acknowledged, motivating you to continue excelling in your role.

Growth opportunities and supportive leadership:

Our leaders are committed to your professional growth and success. They provide guidance, resources to help you develop your skills, expand your knowledge, and achieve your career goals within the organization.

Employer paid benefits:

• At TFS, we prioritize the well being of our team by offering a comprehensive benefits package. Our medical and dental plan includes vision care and life insurance, ensuring you and your dependents have the coverage you need.

Employee Investment Program:

• We believe in helping you achieve your financial goals. Our investment program offers the choice of RRSP, TFSA, and Cash accounts. To further support your savings, TFS provides a company matching program, helping you grow your investments more effectively.

Promoveo:

TFS celebrates choice and offers the ability to work in office (Vancouver, BC), hybrid or remote (for most roles). We know that our team members are the most important part of our business and we trust in our team members to work in a way that provides them the ability to succeed in their work.

TFS is an equal opportunity employer and employs team members without regard to Indigenous identity, race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical or mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. If needed, please notify our Talent Acquisition Team.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all decisions and determinations are made exclusively by the hiring team.

This job posting is for an existing vacancy within the organization.

Offers of employment are conditional upon satisfactory completion of background screening, including references, criminal and credit checks, conducted in accordance with applicable privacy laws.