Canadian Personal Finance AI Evaluation Specialist

OpenTrain AI, Inc.; Canada; Remote; CAD 177,000 - 216,000; Part time

Job summary

OpenTrain AI, Inc. is seeking a part-time contractor with significant Canadian personal finance experience to complete household finance workflows and review AI-generated guidance.

You will work with securely linked Canadian bank accounts, redact personal information, and define evaluation rubrics for complex personal finance topics. Applicants should have four+ years in Canadian household banking or tax planning, active credentials (CFP/QAFP/CIM/PFP/CPA), and strong written communication to

Qualifications

• At least 4 years in Canadian household banking, wealth management or tax planning.
• Active credential in a Canadian recognized financial field.
• Excellent written communication and ability to explain complex topics clearly.

Responsibilities

• Complete personal finance workflows using securely linked Canadian bank accounts.
• Apply professional judgment to RRSPs, TFSAs, FHSAs, mortgages and savings plans.
• Explain how Canadians approach registered accounts and tax deadlines.

Skills

Financial analysis

Regulatory knowledge

Clear communication

Problem solving

Education

CFP / QAFP / CIM / PFP / CPA (Active)

Tools

Plaid

Job description

The work

You will use your Canadian personal finance expertise to complete household finance workflows, review AI-generated guidance, and help define how financial answers should be assessed. Work includes Canadian registered accounts, tax obligations, savings decisions, mortgages, and related financial documents.

You will work with securely linked Canadian bank accounts and ensure personal information is redacted for downstream use. You will also explain financial choices clearly and help improve evaluation standards for complex topics.

• Complete personal finance workflows using securely linked Canadian bank accounts.
• Apply professional judgment to RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA personal tax filing.
• Write clear explanations of how Canadian consumers and advisors approach registered accounts, tax deadlines, and household financial choices.
• Review AI-generated financial guidance against defined rubrics and provide concise, constructive feedback.
• Create and refine assessment rubrics, grading criteria, and guidelines for complex personal finance topics.
• Interpret financial documents and stay current with relevant Canadian tax, registered-account, and savings regulations.

What it pays and takes

This contract, part-time role is listed as entry level, but it requires substantial Canadian financial experience and an active professional credential. Previous AI training experience is useful but not required.

• Pay: USD $90-$110 per hour.
• Time: 20+ hours per week.
• Location: Canada.
• Language: English.
• Work type: Contractor and part time.
• Experience: At least four years in Canadian household banking, wealth management, financial advising, accounting, or tax planning.
• Credential: Active standing in a Canadian credential such as CFP, QAFP, CIM, PFP, or CPA.
• Communication: Strong written communication and the ability to explain technical financial concepts to varied audiences.
• Evaluation skills: Ability to draft assessment guidelines, rubrics, or scoring criteria for complex financial guidance.
• Tools and privacy: Comfort securely connecting Canadian bank accounts through Plaid and ensuring personally identifiable information is redacted.
• Valued experience: Additional CFA or CTP designation, Canadian tax-filing experience, familiarity with registered-account regulations, and previous rubric-based evaluation or model-output review.

About AI training work

AI training is the human work behind systems that learn from examples, including reviewing model answers, writing guidance, and rating outputs against clear standards. OpenTrain is where people find and build careers in this work, and experienced professionals help shape how AI handles specialized topics such as personal finance.