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About the Role

The Senior CRM & AI Solutions Developer is responsible for building and delivering CRM and low-code solutions on the Microsoft Power Platform, with a focus on AI-enabled capabilities like Microsoft Copilot Studio agents and workflow automation. This role involves understanding business challenges, designing solutions, and developing applications within a cross-functional team to deliver business value.

Responsibilities

• 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 and reports and optimize 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.

Requirements

• 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.

Skills

• Microsoft Power Platform
• Power Apps
• Power Automate
• Power Pages
• Power BI
• Copilot Studio
• Dataverse
• SharePoint Online
• Microsoft Dynamics 365
• JavaScript
• JSON
• HTML/CSS
• REST API
• Agile Software Development Life Cycle (SDLC)
• AI/GenAI concepts
• Prompt design
• Retrieval-augmented generation (RAG)
• Knowledge grounding
• Azure OpenAI
• Azure AI services
• AI Builder
• SQL

Location

• Toronto, ON

Work Type

• Hybrid

Experience Level

• Senior
• Minimum 5 years

Education Level

• Bachelor’s or Master’s degree in Computer Science or a related technical field

Benefits

• Competitive discretionary bonus
• Market leading RRSP match program
• Medical, dental, vision, life, and disability benefits
• Employee Share Purchase Plan
• Maternity/Parental top-up
• Generous vacation policy and personal days
• Virtual events
• Professional development and comprehensive Career Development program

About the Company

• EQ, through its parent company EQB Inc. (TSX: EQB), is remaking banking for Canadians, offering financial services from banking and lending to trust and credit union solutions. Serving nearly 4 million Canadians, EQ has been challenging banking conventions since 1970 with smarter, faster, and more connected financial experiences. EQB Inc. is the parent company of Equitable Bank, Canada's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. manages approximately $150 billion in combined assets under management and administration.

Equal Opportunity

• EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. 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.