Personal Finance Expert (Canada)

micro1; Canada; On-site; CAD 55,000 - 110,000; Full time

Job summary

micro1 is seeking a Remote Personal Finance Expert (Canada) to support AI training for household financial workflows. You will apply Canadian personal finance expertise to review, explain, and refine guidance, while drafting clear rubrics and evaluation criteria for model outputs.

A CPA/CFA or equivalent Canadian credentials are preferred, with 4+ years in banking, wealth, accounting, or tax planning for Canadian households. Remote-friendly role.

Qualifications

• Professional designations CFA or CFP with Canadian credentials preferred.
• Active standing in CFAs/CPA or equivalent Canadian certifications.
• Experience in rubric-based evaluation, model output review, or AI training projects.
• Ability to draft assessment guidelines, rubrics, or scoring criteria for complex topics.
• Excellent communication to explain technical finance concepts to varied audiences.

Responsibilities

• Complete authentic personal finance tasks with redacted data for AI training.
• Provide written explanations on RRSPs, TFSAs, mortgages, and CRA filings.
• Review AI guidance against rubrics and give concise feedback for improvement.
• Interpret Canadian tax accounts and savings rules for projects.
• Help create evaluation rubrics and grading criteria.
• Stay updated on Canadian tax, accounts, and savings regulations.

Skills

Financial analysis

Communication

Canada finance knowledge

Rubric development

Training/advisory

Education

CFA

CFP

CPA

QAFP

Tools

Plaid integration

Job description

Role Title: Personal Finance Expert (Canada)

Role Type: Contractor

Location: Remote

micro1 is 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

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

Preferred Qualifications

1. Professional designations such as CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional) in addition to Canadian credentials.
2. Active standing in Canadian credentials (CFP, QAFP, CIM, PFP, CPA).
3. Experience in rubric-based evaluation, model output review, or AI system training projects.
4. Demonstrated ability to draft assessment guidelines, rubrics, or scoring criteria for complex financial topics.
5. Exceptional communication skills, with proven ability to explain technical financial concepts to a variety of audiences.
6. 4+ years of hands-on experience in banking, wealth management, financial advising, accounting, or tax planning specific to Canadian households.
7. Comfort with securely connecting personal Canadian bank accounts via Plaid (with all PII redacted before use).