AI Solutions Lead - Wealth

S I Systems

Toronto

Hybrid

CAD 96,000 - 165,000

Part time

3 days ago
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Job summary

S I Systems is seeking a hands-on AI Solutions Lead for Wealth Management Growth Office in Toronto. This hybrid role combines design, prototyping, and troubleshooting of AI solutions while engaging across business conversations and technical delivery.

You will operate within AI strategy, architecture, and adoption pillars, building agent-based solutions on top of Copilot and related platforms, with AWS/GCP experience valued.

Qualifications

  • Hands-on experience building and prototyping AI solutions, agents, and automations.
  • Strong working knowledge of Microsoft 365 Copilot, ideally with Copilot Studio experience.
  • Experience with Agent Builder, Power Platform, and Power Automate.
  • Familiarity with Microsoft AI capabilities such as Researcher and Analyst.
  • Solid understanding of APIs, connectors, integrations, and enterprise data dependencies.
  • Solution architecture capabilities, with the judgment to move between prototyping and higher-level design decisions.
  • Strong troubleshooting and technical problem-solving skills.
  • Comfort contributing to labs, demonstrations, enablement, and knowledge transfer.
  • Ability to work across business, architecture, engineering, platform, security, and support stakeholders.
  • AWS, Amazon Bedrock and/or GCP experience is a plus.

Responsibilities

  • Design, prototype, and build AI solutions, agents, and automations that support Wealth business priorities
  • Translate business use cases into practical technical designs and proof‑of‑concepts/pilots
  • Test, validate, troubleshoot, and refine solutions through to a controlled handoff
  • Support technical feasibility assessments and architecture decisions
  • Help transition successful solutions to enterprise engineering, platform, or production teams
  • Develop reusable technical patterns, playbooks, documentation, and knowledge‑transfer materials
  • Provide advanced technical support for Copilot and AI use cases that go beyond basic user education — diagnosing whether an issue is training‑related, access/configuration‑related, a product limitation, a technical defect, a governance issue, or something requiring escalation
  • Participate in technical labs, AMA sessions, and demos, and contribute troubleshooting scenarios and lab content
  • Feed technical learnings back into FAQs, playbooks, and training material
  • Build an agent or technical solution where a recurring user need warrants one

Skills

AI solutions
Copilot Studio
Agent Builder
Power Platform
Power Automate
APIs & integrations
Solution architecture
Troubleshooting
Labs & enablement
AWS/GCP experience

Tools

Microsoft 365 Copilot
Copilot Studio
Agent Builder
Power Platform
Power Automate
AWS
GCP

Job description

Location: Toronto, ON (Hybrid — 3 days/week in office)

Engagement: Contract, 3 months (potential extension to 6 months and beyond)

Business Area:Wealth Management – Growth Office / AI Business Strategy & Architecture

About the Role

Our clients Wealth Management's Growth Office is looking for a hands-on AI Solutions Lead to join the AI Business Strategy & Architecture team. This is a hybrid developer/solution architect role — not a pure developer, architect, trainer, or support position — for someone who can design, prototype, validate, and troubleshoot AI solutions while moving comfortably between business conversations and technical implementation.

The team operates across three pillars: AI Business Strategy, AI Architecture/Solution Delivery, and AI Sustainment/Adoption. This group has already rolled out Microsoft 365 Copilot to approximately 6,000 users, and this role sits close to that deployment — building the next generation of agent-based solutions on top of it while providing advanced technical support as usage matures beyond basic Copilot adoption.

What You'll Do
  • Design, prototype, and build AI solutions, agents, and automations that support Wealth business priorities
  • Translate business use cases into practical technical designs and proof‑of‑concepts/pilots
  • Test, validate, troubleshoot, and refine solutions through to a controlled handoff
  • Support technical feasibility assessments and architecture decisions
  • Help transition successful solutions to enterprise engineering, platform, or production teams
  • Develop reusable technical patterns, playbooks, documentation, and knowledge‑transfer materials
  • Provide advanced technical support for Copilot and AI use cases that go beyond basic user education — diagnosing whether an issue is training‑related, access/configuration‑related, a product limitation, a technical defect, a governance issue, or something requiring escalation
  • Participate in technical labs, AMA sessions, and demos, and contribute troubleshooting scenarios and lab content
  • Feed technical learnings back into FAQs, playbooks, and training material
  • Build an agent or technical solution where a recurring user need warrants one
What You Won't Own
  • Long‑term production ownership of applications or AI platforms
  • Enterprise tenant/platform or licensing administration
  • Formal Help Desk incident ownership or the general support mailbox
  • Security, privacy, risk, DLP, or architecture approvals
  • Production infrastructure/monitoring
What We're Looking For
  • Hands‑on experience building and prototyping AI solutions, agents, and automations
  • Strong working knowledge of Microsoft 365 Copilot, ideally with Copilot Studio experience — Copilot Studio is an increasing priority as the organization expands into agent creation
  • Experience with Agent Builder, Power Platform, and Power Automate
  • Familiarity with Microsoft AI capabilities such as Researcher and Analyst
  • Solid understanding of APIs, connectors, integrations, and enterprise data dependencies
  • Solution architecture capabilities, with the judgment to move between prototyping and higher‑level design decisions
  • Strong troubleshooting and technical problem‑solving skills
  • Comfort contributing to labs, demonstrations, enablement, and knowledge transfer
  • Ability to work across business, architecture, engineering, platform, security, and support stakeholders
  • AWS, Amazon Bedrock and/or GCP experience is a plus — the broader engineering environment includes significant AWS development and some GCP, so this experience helps with cross‑team collaboration and extending deliverables beyond the Microsoft stack

Location: Toronto, ON (Hybrid — 3 days/week in office)

Engagement: Contract, 3 months (potential extension to 6 months and beyond)

Business Area:Wealth Management – Growth Office / AI Business Strategy & Architecture

About the Role

Our clients Wealth Management's Growth Office is looking for a hands‑on AI Solutions Lead to join the AI Business Strategy & Architecture team. This is a hybrid developer/solution architect role — not a pure developer, architect, trainer, or support position — for someone who can design, prototype, validate, and troubleshoot AI solutions while moving comfortably between business conversations and technical implementation.

The team operates across three pillars: AI Business Strategy, AI Architecture/Solution Delivery, and AI Sustainment/Adoption. This group has already rolled out Microsoft 365 Copilot to approximately 6,000 users, and this role sits close to that deployment — building the next generation of agent-based solutions on top of it while providing advanced technical support as usage matures beyond basic Copilot adoption.

What You'll Do
  • Design, prototype, and build AI solutions, agents, and automations that support Wealth business priorities
  • Translate business use cases into practical technical designs and proof‑of‑concepts/pilots
  • Test, validate, troubleshoot, and refine solutions through to a controlled handoff
  • Support technical feasibility assessments and architecture decisions
  • Help transition successful solutions to enterprise engineering, platform, or production teams
  • Develop reusable technical patterns, playbooks, documentation, and knowledge‑transfer materials
  • Provide advanced technical support for Copilot and AI use cases that go beyond basic user education — diagnosing whether an issue is training‑related, access/configuration‑related, a product limitation, a technical defect, a governance issue, or something requiring escalation
  • Participate in technical labs, AMA sessions, and demos, and contribute troubleshooting scenarios and lab content
  • Feed technical learnings back into FAQs, playbooks, and training material
  • Build an agent or technical solution where a recurring user need warrants one
What You Won't Own
  • Long‑term production ownership of applications or AI platforms
  • Enterprise tenant/platform or licensing administration
  • Formal Help Desk incident ownership or the general support mailbox
  • Security, privacy, risk, DLP, or architecture approvals
  • Production infrastructure/monitoring
  • Enterprise AI product roadmap decisions
What We're Looking For
  • Hands‑on experience building and prototyping AI solutions, agents, and automations
  • Strong working knowledge of Microsoft 365 Copilot, ideally with Copilot Studio experience — Copilot Studio is an increasing priority as the organization expands into agent creation
  • Experience with Agent Builder, Power Platform, and Power Automate
  • Familiarity with Microsoft AI capabilities such as Researcher and Analyst
  • Solid understanding of APIs, connectors, integrations, and enterprise data dependencies
  • Solution architecture capabilities, with the judgment to move between prototyping and higher‑level design decisions
  • Strong troubleshooting and technical problem‑solving skills
  • Comfort contributing to labs, demonstrations, enablement, and knowledge transfer
  • Ability to work across business, architecture, engineering, platform, security, and support stakeholders
  • AWS, Amazon Bedrock and/or GCP experience is a plus — the broader engineering environment includes significant AWS development and some GCP, so this experience helps with cross‑team collaboration and extending deliverables beyond the Microsoft stack
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