Personal Finance Expert

Jobgether SRL; United States; Remote; USD 87,000 - 106,000; Full time

Benefits offered by this job

Remote contract

Canada-focused assignments

Professional development

Job summary

Jobgether SRL seeks a remote contractor to evaluate Canadian personal-finance workflows and provide professional judgment on RRSPs, TFSAs, mortgages, and tax matters.

You will review AI-generated guidance for accuracy, quality, and compliance with CRA rules, while maintaining privacy and security standards. Strong English communication and independent work ethic are essential.

Qualifications

• 4+ years of hands-on experience in Canadian banking, wealth management, accounting, tax planning, or related field.
• Strong understanding of Canadian household financial planning and personal finance.
• Experience reviewing AI-generated content is beneficial but not required.

Responsibilities

• Review and evaluate AI-generated personal-finance guidance for accuracy and relevance.
• Identify inaccurate or impractical recommendations and provide constructive feedback.
• Complete approved workflows using securely linked Canadian bank accounts with proper redaction.

Skills

Financial analysis

Risk assessment

Regulatory knowledge

Communication

Education

CFP

CPA

CFA

Tools

Plaid integration

Job description

Accountabilities:

• Complete realistic Canadian household personal-finance workflows and apply professional judgment to a variety of financial scenarios.
• Analyze financial decisions involving RRSPs, TFSAs, FHSAs, mortgages, savings strategies, household budgeting, and personal financial planning.
• Apply knowledge of Canadian personal taxation and CRA filing requirements, including relevant deadlines, contribution rules, and household financial obligations.
• Review and evaluate AI-generated personal-finance guidance for accuracy, completeness, relevance, and alignment with Canadian financial rules.
• Identify inaccurate, incomplete, misleading, or impractical recommendations and provide concise, constructive feedback to improve output quality.
• Support the development and refinement of evaluation rubrics, scoring criteria, and assessment standards for complex financial scenarios.
• Identify edge cases and contribute professional judgment to ensure evaluation frameworks accurately reflect real-world Canadian personal finance situations.
• Review and interpret financial documentation while maintaining strong privacy, security, and documentation standards.
• Where required, complete approved workflows using securely linked Canadian bank accounts and ensure personally identifiable information is appropriately redacted before downstream use.
• Remain current with applicable Canadian tax, savings, registered-account, and personal-finance regulations relevant to assigned projects.
• Complete all work without using confidential, proprietary, client-specific, account-identifying, or otherwise restricted information belonging to employers, financial institutions, clients, or other third parties.

Requirements:

• 4+ years of hands-on professional experience in Canadian banking, wealth management, financial advising, accounting, tax planning, or a closely related field.
• Strong practical understanding of Canadian household financial planning and personal finance.
• Demonstrated expertise with RRSPs, TFSAs, FHSAs, mortgages, savings strategies, and personal taxation.
• Strong knowledge of Canadian personal tax filing processes and relevant CRA requirements.
• Ability to accurately review, interpret, and assess financial documentation.
• Strong professional judgment and the ability to analyze complex financial scenarios and reach well-supported conclusions.
• Exceptional written communication skills, with the ability to explain technical financial concepts clearly to different audiences.
• Experience creating rubrics, scoring criteria, evaluation frameworks, or assessment guidelines is an advantage.
• Previous experience reviewing AI-generated or model-generated content is beneficial but not required.
• Active Canadian professional credentials such as CFP, QAFP, CIM, PFP, or CPA are highly valued; CFA or CTP designations are also advantageous.
<
• Ability to work independently, manage assignments remotely, and maintain a high level of accuracy and attention to detail.
• Comfort with securely connecting personal Canadian bank accounts through Plaid when required for authentic workflow tasks, with appropriate redaction of personally identifiable information before downstream use.
• No prior AI-training or model-evaluation experience is required; practical Canadian personal finance expertise is the primary qualification.

Benefits:

• Compensation of CAD $90–$110 per hour.
• Independent contractor engagement with a fully remote working model.
• Opportunity to contribute professional expertise to advanced AI training and evaluation projects.
• Canada-focused assignments involving authentic personal-finance workflows and real-world financial scenarios.
• Exposure to projects covering registered accounts, mortgages, savings strategies, household financial decisions, and Canadian personal taxation.
• Flexible project-based work with assignments and evaluation criteria that may evolve according to project requirements.
• Opportunity to help shape how AI systems understand and respond to complex Canadian personal-finance scenarios.
• Work that combines financial expertise, analytical problem-solving, evaluation, and emerging AI applications.
• Secure workflows and privacy-focused practices designed to protect sensitive financial information.