Teams at CI Financial

Build and productionize LLM-powered and agentic AI systems (RAG, fine-tuning, prompt engineering) and web app integrations. Lead design, set best practices, monitor and iterate on performance, mentor engineers, and partner with business and governance to deliver scalable, reusable AI solutions in cloud environments.

Support Trading and Operations by reviewing and approving trading/operational corrections, liaising with advisors and back office, tracking pro-statements, reporting, documenting process improvements, and resolving inquiries promptly.

Support Accounts Payable by processing high volumes of vendor invoices and payments, manage hard/soft dollar vendors, resolve vendor and partner issues, assist payment processing in Workday, review employee expenses in Concur, monitor AP mailboxes, and support related projects and reporting.