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S I Systems

Toronto / Global

AI Solutions Lead - Wealth

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

Disclaimer:

AI may be used in evaluating candidates.

This posting is for an existing vacancy.

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