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Technical Lead

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Job Description - Technical Lead

Company Description

LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its footprint and service offering in the Canadian financial services distribution landscape.

 

Job Description

Reporting to the Director, Information Technology, the Technical Lead is a senior position in the Software Development and Information Technology teams. This role has 3 main purposes:

  1. Designing and delivering high-quality software solutions that enhance operational efficiency and introduce new capabilities for the LP Financial team and advisors
  2. Supporting the operation and evolution of key dealer systems and technology platforms, including internally developed applications and third-party systems, in collaboration with infrastructure and security leadership
  3. Mentoring and developing junior software developers, providing guidance on software design, coding standards, development practices, and effective use of technology to strengthen team capability and long-term maintainability.

While this role is primarily focused on technology and software development, it is imperative that they learn and understand the organizational structure of LP Financial, our relationships with our advisors and their clients, and become familiar with the financial services industry.

 

Responsibilities:

Software Development

  • Provide technical leadership and mentorship to developers through architectural guidance, code reviews, and design discussions, reinforcing design consistency, code quality, and professional growth
  • Collaborate with leadership, developers, system administrators, and stakeholders to establish technical direction, priorities, and delivery plans
  • Manage and coordinate software release cycles, contribute to sprint planning and backlog refinement, and oversee release-related activities to ensure predictable delivery
  • Define and implement software architecture aligned with business goals, establish coding standards and architectural guidelines, and maintain key documentation.
  • Evaluate and recommend technologies, frameworks, and tools to improve system performance, reliability, and developer effectiveness
  • Lead requirements gathering activities, consolidating stakeholder input and achieving alignment and approval
  • Apply the software development life cycle across major initiatives, from analysis and design through implementation and deployment
  • Define and manage testing strategies and plans, coordinating testing activities across internal and external resources
  • Improve development workflows and tooling, including support for DevOps practices such as automation, CI/CD, and infrastructure-as-code
  • Oversee integration of third-party systems and cloud-based services
  • Ensure scalability, reliability, security, and performance across all software solutions
  • Monitor emerging technologies and industry trends to inform architectural decisions and long-term technical strategy

 

Infrastructure & Software Development

  • Collaborate with the infrastructure lead to support the hardware, network, infrastructure, cloud, desktop, and mobile technologies in use at LP; assist with standardization initiatives as appropriate
  • Support the management and maintenance of critical infrastructure, including SQL Server databases and the Univeris EWMS back-office system
  • Work closely with the infrastructure lead on the management of hybrid (on-premise and cloud) infrastructure to help deliver secure, reliable, and scalable systems
  • Contribute to the coordination of infrastructure strategy across on-premise and Azure cloud environments to support business and application needs
  • Assist in monitoring system performance and availability, recommending improvements to optimize cost and efficiency across hybrid environments
  • Support backup, disaster recovery, and business continuity processes, including participation in testing for both on-prem and cloud systems
  • Maintain and contribute to documentation (written and/or graphical) of key LP business technologies

 

Security

  • Stay abreast of digital and physical security threats & best practices and implement security solutions as appropriate
  • Ensure LP’s technology meets necessary financial services compliance standards
  • Contribute to the annual review of LP’s “Business Continuity Plan” documents and drills

 

Others

  • Ad-hoc support – be an expert external resource for the LP Financial team and advisors with usage of LP technology and other technology related questions

 

Qualifications

  • Post-secondary diploma/degree in a field related to Computer Science, or equivalent experience
  • Ten or more years of experience in Software Development is required.
  • Familiarity with the financial services industry is an asset.
  • A combination of education and experience will be considered.

 

Key Platforms & Technologies

  • Microsoft Azure (Functions, Storage, Web Apps, KeyVault, Service Bus, Virtual Machines)
  • Microsoft Dynamics CRM
  • Microsoft SQL Server
  • Docker
  • RESTful APIs
  • C#, WPF, .NET, .NET Framework
  • JavaScript, TypeScript, Angular, Vue
  • Visual Studio, Visual Studio Code, Git

 

Additional Information

Comprehensive health, dental and vision benefits

Health & Wellness Spending Account

4% Matching RRSP allocation

Great workplace culture!

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