Financial Planner | $85/hr Remote

Crossing Hurdles; Canada; On-site; CAD 96,432 - 117,096; Part time

Job summary

A recruitment firm is seeking a Financial Planner for a remote role offering $70 to $85 per hour. The candidate will review AI-generated financial plans, calibrate planning models, and provide structured feedback. Ideal qualifications include a bachelor's degree in finance and strong experience in financial advising. This part-time position allows for 20 flexible hours per week.

Qualifications

• Strong professional experience as a Financial Advisor, Wealth Manager, or similar advisory role.
• Deep knowledge of financial planning principles including retirement, estate, and investment planning.
• Ability to work independently and asynchronously in a remote environment.

Responsibilities

• Review and evaluate AI-generated financial plans and advisory outputs for accuracy.
• Calibrate investment and retirement planning models to ensure soundness.
• Simulate and audit workflows such as asset allocation and risk profiling.

Skills

Financial planning principles

Investment strategies

Client communication

Education

Bachelor’s degree in Finance, Economics, Business, or related field

CFP, CFA, CPA, ChFC certifications

Job description

Financial Planner | $85/hr Remote — Crossing Hurdles

Overview

Join to apply for the Financial Planner | $85/hr Remote role at Crossing Hurdles.

Base pay range

$70.00/hr - $85.00/hr

Details

• Type: Hourly Contract
• Compensation: $70–$85/hour (based on experience)
• Location: Remote
• Duration: 1–2 months (with possible extension)
• Commitment: ~20 hrs/week (part-time, flexible)

Role Responsibilities (Training support will be provided)

• Review and evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client suitability.
• Calibrate investment and retirement planning models to ensure soundness and practical application.
• Simulate and audit workflows such as asset allocation, risk profiling, estate planning, and retirement income planning.
• Refine AI-produced reports, recommendations, and financial strategies to align with real-world client needs.
• Provide structured feedback to improve the reliability and trustworthiness of AI-driven financial systems.
• Collaborate asynchronously with AI researchers and product teams to refine model outputs.

Requirements

• Strong professional experience as a Financial Advisor, Wealth Manager, or similar advisory role.
• Bachelor’s degree in Finance, Economics, Business, or related field; advanced certifications such as CFP, CFA, CPA, ChFC are a strong plus.
• Deep knowledge of financial planning principles, including retirement, estate, and investment planning.
• Strong communication skills with the ability to interpret and explain complex financial strategies.
• Familiarity with compliance, fiduciary duties, and regulatory standards in financial advising.
• Ability to work independently and asynchronously in a remote environment.

Company

Crossing Hurdles is a recruitment firm. We refer top candidates to our partners working with the world’s leading AI research labs to help build and train cutting-edge AI models.

Referral notices and other job postings are provided for context and do not constitute guarantees of employment.