About The Position
We are sharing a specialised consulting opportunity for experienced Canadian personal finance professionals with expertise in banking, wealth management, financial advising, accounting, tax planning, and household financial workflows to contribute to advanced AI training and evaluation initiatives. Selected professionals will complete realistic Canadian personal-finance workflows, evaluate AI-generated financial guidance, interpret financial documentation, and help develop rigorous assessment criteria across areas such as registered accounts, mortgages, savings, and personal taxation. No prior AI experience is required; practical Canadian finance expertise is the primary qualification.
Requirements
- 4+ years of hands-on experience in Canadian banking, wealth management, financial advising, accounting, or tax planning
- Strong understanding of Canadian household financial planning
- Practical expertise with RRSPs, TFSAs, and FHSAs
- Familiarity with mortgages, savings strategies, and personal taxation
- Strong knowledge of CRA personal tax filing processes
- Ability to review and interpret financial documentation accurately
- Experience applying professional judgement to complex financial scenarios
- Exceptional written communication skills
- Ability to explain technical financial concepts to different audiences
- Comfortable working independently in a remote environment
- Comfortable securely connecting personal Canadian bank accounts through Plaid where required, with all personally identifiable information redacted before downstream use
- No prior AI-training or model-evaluation experience is required
Nice To Haves
- Experience developing rubrics, scoring criteria, or assessment guidelines is advantageous
- Experience reviewing AI or model-generated outputs is advantageous
- Active Canadian credentials such as CFP, QAFP, CIM, PFP, or CPA are highly valued
- CFA or CTP designations are also advantageous
Responsibilities
- Complete realistic household financial workflow tasks
- Apply professional judgement to Canadian personal-finance scenarios
- Work with RRSP, TFSA, and FHSA-related financial decisions
- Evaluate mortgage, savings, and household financial planning workflows
- Explain financial decisions clearly in written form
- Apply knowledge of CRA personal tax filing requirements
- Interpret registered-account rules and contribution considerations
- Evaluate relevant tax deadlines and household financial obligations
- Review financial documentation for accuracy and relevance
- Remain current with applicable Canadian tax and savings regulations
- Review AI-generated personal-finance guidance
- Assess outputs against established evaluation rubrics
- Identify inaccurate, incomplete, or misleading financial recommendations
- Evaluate whether guidance appropriately reflects Canadian financial rules
- Provide concise and constructive feedback to improve output quality
- Support creation of evaluation rubrics for personal-finance tasks
- Refine grading criteria for complex financial scenarios
- Define standards for accuracy, completeness, and practical usefulness
- Identify edge cases requiring additional evaluation guidance
- Contribute professional judgement to scoring and assessment frameworks
- Verify and interpret household financial documentation
- Demonstrate how consumers and advisors manage financial records
- Complete approved workflows using securely linked Canadian bank accounts where required
- Ensure personal information is redacted before materials are used downstream
- Apply strong privacy and documentation standards throughout project work
Benefits
- Independent contractor engagement
- Remote Canada-focused opportunity
- Compensation: $90–$110/hour
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What This Job Offers
Career Level
Senior
Education Level
No Education Listed
