Personal Finance Expert - Remote

Personal Finance Expert (Canada) – Remote (Canada)

This is a fully remote position , open to candidates based in Canada.

Pay: $90–$110/hr

Role Title: Personal Finance Expert (Canada)

Role Type: Contractor

Location: Remote

We are engaging Personal Finance Experts (Canada) to contribute to a project focused on enhancing household financial workflows and advisory processes. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Scope of Work

• Complete authentic personal finance workflow tasks using securely linked Canadian bank accounts, ensuring all personal information is redacted for downstream use.
• Apply professional judgment on topics like RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA personal tax filing, providing clear written explanations.
• Critically review and evaluate AI-generated financial guidance against established rubrics, delivering concise, constructive feedback to improve model quality.
• Verify and interpret financial documentation, illustrating how Canadian consumers and advisors manage registered accounts, tax deadlines, and household financial decisions.
• Support the creation and refinement of evaluation rubrics and grading criteria relevant to personal finance guidance and outputs.
• Remain current with updates to Canadian tax, registered account, and savings regulations as they pertain to project deliverables.

Preferred Qualifications

• Professional designations such as CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional) in addition to Canadian credentials.
• Active standing in Canadian credentials (CFP, QAFP, CIM, PFP, CPA).
• Experience in rubric-based evaluation, model output review, or AI system training projects.
• Demonstrated ability to draft assessment guidelines, rubrics, or scoring criteria for complex financial topics.
• Exceptional communication skills, with proven ability to explain technical financial concepts to a variety of audiences.
• 4+ years of hands-on experience in banking, wealth management, financial advising, accounting, or tax planning specific to Canadian households.
• Comfort with securely connecting personal Canadian bank accounts via Plaid (with all PII redacted before use).