Senior CRM & AI Solutions Developer (Power Platform)
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Benefits offered by this job
Job summary
Equitable Bank, Toronto-based, is seeking a Senior CRM & AI Solutions Developer. You will design and deliver Power Platform and Dynamics 365-based CRM solutions with AI-enabled capabilities, collaborating in a cross-functional pod to ensure business value with minimal risk.
The role focuses on Power Platform development, AI integration, and data-driven decision support. This hybrid, full-time opportunity requires 5+ years in hands-on tech delivery and strong English communication.
Qualifications
- Bachelor's or Master's degree in Computer Science or a related field.
- Minimum 5 years delivering technology projects in a hands-on technical role.
- Extensive experience with Microsoft Power Platform and Dynamics 365.
- Strong JavaScript, REST API and data integration skills.
- Fluent English and legal ability to work in Canada.
Responsibilities
- Design, develop, test and support Power Platform applications (Power Apps, Automate, Pages, BI) and Dataverse.
- Build and customize Microsoft Dynamics 365 CRM solutions with configurations and security roles.
- Create AI-enabled solutions using Copilot Studio and integrate with data sources.
- Assess platform capabilities, security, and extensibility for enterprise use cases.
- Develop Power BI dashboards, optimize data models, and enable scalable analytics.
- Implement ALM pipelines with managed solutions and DevOps practices.
- Collaborate with QA, product owners and stakeholders to ensure value delivery.
Skills
Education
Tools
Job description
At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions.
We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.
The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.
If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity.
We can't wait to get to know you!
The Senior CRM & AI Solutions Developer is a hands-on engineering role accountable for the build and delivery of CRM and low-code solutions on the Microsoft Power Platform within Equitable Bank's Commercial Lending Technology team, with a growing focus on AI-enabled capabilities such as Microsoft Copilot Studio agents and workflow automation. The role understands the business and its challenges, functionally outlines solutions to identified use cases, and designs and develops applications using Power Platform and Dynamics 365, working within a cross-functional Pod alongside Business Analysts, Delivery Leads, Product Owners, QA and external suppliers to deliver cohesive solutions that meet the intended business value while introducing no additional risk to projects.
Design, develop, test and support applications using Microsoft Power Platform components – Power Apps, Power Automate, Power Pages, Power BI and Copilot Studio – along with Dataverse and SharePoint Online.
Build and maintain Microsoft Dynamics 365 CRM (Sales and Customer Service) solutions, including customizations, configurations, workflows, plugins, business rules and security roles.
Design and deliver AI-enabled solutions using Microsoft Copilot Studio, including conversational agents, prompt design, knowledge grounding and integration with Dataverse and enterprise data sources.
Assess suitability of solutions across Power Platform, Dataverse, Microsoft 365 and SharePoint, applying an in-depth understanding of customization, configuration, security, integration, extensibility, boundaries and constraints.
Develop Power BI dashboards andreports andoptimize underlying data models for performance and scalability.
Create custom connectors and integrate with external systems and APIs; extend Power Platform capabilities using Azure Functions and Logic Apps where required.
Follow best practices for building, packaging and deploying Power Platform components through ALM pipelines (managed solutions, non-prod and prod pipelines, DevOps).
Collaborate with QA to define test strategies, scenarios and user validation, and provide post-deployment support and troubleshooting.
Stay current on Microsoft Power Platform and AI capabilities (Copilot, Copilot Studio, Azure OpenAI) and provide actionable recommendations to business units.
Participate in daily stand-ups, story-point estimation, and clear communication of changes to delivery leads, project managers and stakeholders.
Bachelor's or Master's degree in Computer Science or a related technical field.
Minimum 5 years delivering technology projects in a hands-on technical role, participating in full-lifecycle implementations.
Extensive, demonstrable experience across the Microsoft Power Platform – Power Apps (canvas and model-driven), Power Automate, Power Pages and Power BI.
Strong hands-on expertise with Microsoft Dynamics 365 (Sales and Customer Service), including workflows, actions, customizations, configurations, security roles and scripting.
Solid understanding of the Dataverse security model (role levels, record ownership), data connectors, limits and the Power Platform licensing model.
Experience with solution ALM – managed solutions, environment strategy, and CI/CD pipelines (Azure DevOps / GitHub).
Proficiency in JavaScript, JSON, HTML/CSS and REST API integration.
Solid understanding of the Agile Software Development Life Cycle (SDLC).
Strong oral and written communication skills and fluency in English.
Legally able to work in Canada.
Hands-on experience building agents and automations in Microsoft Copilot Studio (topics, actions, generative answers, knowledge sources).
Experience with AI / GenAI concepts – prompt design, retrieval-augmented generation (RAG), knowledge grounding, and awareness of model limitations such as hallucination and context constraints.
Familiarity with Azure OpenAI, Azure AI services and AI Builder.
Understanding of responsible AI practices, including data protection, human-in-the-loop safeguards and governance in a regulated environment.
Experience developing plugins and custom workflows, custom connectors, virtual tables and Power Pages.
Experience with data migration tools such as XrmToolBox and KingswaySoft.
Experience with SQL and integrating custom / banking data sources.
- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy and personal days
- Virtual events to connect with your fellow colleagues
- Professional development and comprehensive Career Development program
- A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
The incumbent will be working hybrid and in office time will be spent working from EQ Banks' additional office space located at 2200-25 Ontario Street, Toronto, ON.
EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger - and our people thrive - when we honour and celebrate diverse experiences, identities, and perspectives. We're equally committed to supporting your growth, both professionally and personally.
We provide a barrier-free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
To learn more, visit eqb.investorroom.com and eqbank.ca.
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