Senior CRM & AI Solutions Developer (Power Platform) (Toronto)

Senior CRM & AI Solutions Developer (Power Platform) (Toronto)

31 Aug
|
Kinvie
|
Toronto

31 Aug

Kinvie

Toronto

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.

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. 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. 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).

Robust oral and written communication skills and fluency in English. Preferred / strong assets – AI skills are highly desirable:



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.

What we offer [For full-time permanent roles] Competitive discretionary bonus Medical, dental, vision, life, and disability benefits Generous vacation policy and personal days Virtual events to connect with your fellow colleagues 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. Equity, Diversity & Inclusion EQ is committed to building an inclusive, accessible setting where every employee feels valued, respected, and supported. 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.

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.

📌 Senior CRM & AI Solutions Developer (Power Platform) (Toronto)
🏢 Kinvie
📍 Toronto

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