Automation and AI Engineer

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

The Technology Transformation & Operations team at CFS drives operational excellence, transformation, and scalable technology across the organisation. The Power Platform Engineer supports these priorities by delivering automation and AI-enabled solutions. Reporting to the Senior Manager, Automation and AI, the role collaborates with business stakeholders, technology teams, and governance functions to implement enterprise-wide solutions.

Your Responsibilities

• Build and deploy workflow automations using Power Platform tools (Power Automate, Power Apps, Power BI, Copilot Studio)
• Design and develop AI-enabled solutions, including custom components using Python where needed
• Create AI agents that can autonomously perform tasks and interact with users via chat, notifications, and actions
• Collaborate with stakeholders to gather requirements and identify automation/AI opportunities
• Support end-to-end delivery including prototyping, testing, deployment, and optimisation
• Maintain and continuously improve AI solutions, platforms, and post-deployment operations

Your Capability and Experience

Requirements

• Hands-on experience designing and deploying AI solutions using Copilot Studio and Microsoft Power Platform
• Strong experience with enterprise platforms, process automation, and integrations across business systems
• Solid understanding of emerging technologies including generative AI, machine learning, and automation
• Ability to teach technical concepts to non-technical stakeholders and collaborate across diverse teams

Desirable

• Experience in financial services or other highly regulated industries
• Experience building AI agents, automations, or integrations using Python and API-based architectures
• Exposure to enterprise data, analytics, or platforms such as Databricks, Dynamics 365, or similar

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Additional day for your birthday
• Hybrid working model 
• Access to CFS Employer Super
• Life Leave - 3 days per annum
• Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need. 
• Access to Corporate rates with BUPA Health Insurance
• Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential. 

Apply today and join us in helping Australians to achieve their financial freedom. 

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Gadigal Land (Sydney).