Personal Finance Expert – Remote

RemoteJobsOne; Toronto; Remote; CAD 124,000 - 152,000; Part time

Job summary

RemoteJobsOne in Canada seeks a Personal Finance Expert to help train AI systems with Canadian financial knowledge. This fully remote contractor role requires deep domain expertise in Canadian household finances and familiarity with RRSPs, TFSAs, mortgages, and CRA filing.

You will review AI-generated guidance, provide concise feedback, and help develop evaluation rubrics while staying current on Canadian tax and savings rules.

Qualifications

• 4+ years of hands-on experience in banking, wealth management, financial advising, accounting, or tax planning specific to Canadian households.
• Strong communication skills with proven ability to explain complex financial concepts to diverse audiences.
• Experience with rubric-based evaluation and AI system training projects.

Responsibilities

• Complete authentic personal finance workflow tasks using securely linked Canadian bank accounts, with all PII redacted.
• Provide clear written explanations on RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA personal tax filing.
• Critically review AI-generated financial guidance against established rubrics and deliver concise, constructive feedback.

Skills

Communication skills

Financial concepts explanation

Rubric-based evaluation

AI system training projects

Draft assessment guidelines

Plaid integration awareness

Education

CFA (Chartered Financial Analyst)

CTP (Certified Treasury Professional)

CFP

QAFP

CIM

PFP

CPA

Job description

Personal Finance Expert (Canada) – Remote (Canada)

This is a fully remote position, open to candidates based in Canada.

Pay: $90–$110/hr

Role Title: Personal Finance Expert (Canada)

Role Type: Contractor

Location: Remote

We are 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

• 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).