Personal Finance Expert (Canada) Remote (Canada)

Dover; Canada; Remote; CAD 83,000 - 124,000; Part time

Job summary

Dover is seeking a Personal Finance Expert to support Canada-focused AI training on a remote, contract basis. You will apply your Canadian finance knowledge to generate high-quality input, explain complex topics, and help models learn to reason about personal finance scenarios.

The role emphasizes staying current on Canadian tax, RRSPs, TFSAs, and registered accounts, reviewing AI outputs against rubrics, and drafting clear assessment guidelines.

Qualifications

• 4+ years of hands-on experience in banking, wealth management, financial advising, accounting, or tax planning for Canadian households.
• Active standing in Canadian credentials (CFP, QAFP, CIM, PFP, CPA).
• Experience in rubric-based evaluation, model output review, or AI system training projects.
• Demonstrated ability to draft assessment guidelines, rubrics, or scoring criteria for complex financial topics.
• Exceptional communication skills with the ability to explain technical financial concepts.
• Comfort with securely connecting personal Canadian bank accounts via Plaid with PII redacted.

Responsibilities

• Complete authentic personal finance workflow tasks using securely linked Canadian bank accounts with redacted PII.
• Apply professional judgment on RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA tax filing with clear explanations.
• Critically review and evaluate AI-generated financial guidance against rubrics, providing concise feedback.
• Verify and interpret financial documentation illustrating Canadian household management of accounts and deadlines.
• Support creation and refinement of evaluation rubrics and grading criteria for personal finance guidance.
• Stay current with updates to Canadian tax, registered accounts, and savings regulations relevant to deliverables.

Skills

Exceptional communication

Rubric development

AI training projects

Draft assessment guidelines

Model output review

Education

CFA

CTP

CFP

QAFP

CIM

PFP

CPA

Job description

Role Title: Personal Finance Expert (Canada)

Role Type: Contract / Freelance

Location: Remote

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

• Complete authentic personal finance workflow tasks using securely linked Canadian bank accounts, ensuring all personal information is redacted for downstream use.

• Apply professional judgment on topics like RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA personal tax filing, providing clear written explanations.

• Critically review and evaluate AI-generated financial guidance against established rubrics, delivering concise, constructive feedback to improve model quality.

• Verify and interpret financial documentation, illustrating how Canadian consumers and advisors manage registered accounts, tax deadlines, and household financial decisions.

• Support the creation and refinement of evaluation rubrics and grading criteria relevant to personal finance guidance and outputs.

• Remain current with updates to Canadian tax, registered account, and savings regulations as they pertain to project deliverables.

Preferred Qualifications

• Professional designations such as CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional) in addition to Canadian credentials.

• Active standing in Canadian credentials (CFP, QAFP, CIM, PFP, CPA).

• Experience in rubric-based evaluation, model output review, or AI system training projects.

• Demonstrated ability to draft assessment guidelines, rubrics, or scoring criteria for complex financial topics.

• Exceptional communication skills, with proven ability to explain technical financial concepts to a variety of audiences.

• 4+ years of hands-on experience in banking, wealth management, financial advising, accounting, or tax planning specific to Canadian households.

• Comfort with securely connecting personal Canadian bank accounts via Plaid (with all PII redacted before use).