Remote Investment Advisor for AI-Driven Wealth Planning

Mercor; Canada; Remote; CAD 132,570 - 179,917; Part time

Benefits offered by this job

Performance bonuses

Flexible hours

Job summary

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab. This role involves applying financial expertise to enhance AI systems in wealth management and investment advisory workflows. Responsibilities include evaluating AI-generated plans and calibrating models for accuracy and compliance. Candidates should have over 2 years of experience and a relevant degree. The position offers a competitive hourly rate of $70–$95 and is fully remote, part-time.

Qualifications

• 2+ years of experience as a Financial Advisor, Wealth Manager, or related roles.
• Deep understanding of financial planning principles.
• Familiarity with compliance and regulatory standards.

Responsibilities

• Evaluate AI-generated financial plans for accuracy and relevance.
• Calibrate investment and retirement planning models.
• Review AI-produced reports focused on client needs.

Skills

Client-facing communication

Financial planning principles

Interpreting complex strategies

Education

Bachelor's degree in Finance, Business, or Economics

Advanced certifications (CFP, CFA, CPA, ChFC)

Job description

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab. This role involves applying financial expertise to enhance AI systems in wealth management and investment advisory workflows. Responsibilities include evaluating AI-generated plans and calibrating models for accuracy and compliance. Candidates should have over 2 years of experience and a relevant degree. The position offers a competitive hourly rate of $70–$95 and is fully remote, part-time.