CONTRACTORRemoteActive
Personal Finance Expert (Canada)
micro1 is engaging Personal Finance Experts (Canada) for a customer project focused on household financial workflows and advisory processes. Experts will apply Canadian personal finance knowledge to real-world workflows, evaluate AI-generated financial guidance, review financial documentation, and help refine evaluation rubrics for next-generation AI systems. No prior AI experience is required.
Salary
USD90 - USD110 / hour
Department
AI Research & Evaluation
Experience
4+ years of hands-on experience in banking, wealth management, financial advising, accounting, or tax planning specific to Canadian households
Curated by Farooq77 Jobs
Role fit snapshot
- Engagement
- Remote contractor | micro1 application platform
- Experience
- Minimum recorded experience: 4+ years of hands-on experience in banking, wealth management, financial advising, accounting, or tax planning specific to Canadian households
- Core expertise
- AI Research & Evaluation | Finance background | Document handling | Rubric evaluation
- Geographic eligibility
- Not specified beyond Remote
- Listing dates
- Posted 2026-10-02 | Valid through 2026-11-01
- Compensation
- Recorded compensation: $90-$110/hour
Responsibilities
- Complete real-world personal finance workflow tasks using securely linked Canadian bank accounts with personally identifiable information redacted
- Apply professional judgment to Canadian financial topics including RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA personal tax filing
- Critically review and evaluate AI-generated financial guidance against established rubrics
- Verify and interpret financial documentation related to registered accounts, tax deadlines, and household financial decisions
- Support the creation and refinement of evaluation rubrics and grading criteria
- Stay current with Canadian tax, registered account, and savings regulations relevant to project deliverables
Skills
Finance backgroundDocument handlingRubric evaluationTroubleshootingTax filingCanadian personal financeRRSPsTFSAsFHSAsMortgagesSavings planningCRA personal tax filingFinancial advice evaluationWritten communication
Requirements
- 4+ years of hands-on experience in Canadian household personal finance
- Professional background in banking, wealth management, financial advising, accounting, or tax planning
- Active Canadian professional credentials such as CFP, QAFP, CIM, PFP, or CPA are relevant
- Additional designations such as CFA or CTP are a plus
- Experience with rubric-based evaluation, model output review, or AI system training is desirable
- Ability to draft assessment guidelines, rubrics, or scoring criteria for complex financial topics
- Exceptional communication skills with the ability to explain technical financial concepts clearly
- Comfort with securely connecting personal Canadian bank accounts via Plaid with PII redacted
Before you apply
- Confirm that your location is eligible for the role.
- Confirm the employment or contract type.
- Verify the current compensation at the official source.
- Review the required skills and experience.
- Check that the listing is still open before applying.
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