Personal Finance Expert (Canada)

Executive Staff Recruiters / ESR Healthcare; United States; Remote; USD 83,000 - 124,000; Full time

Job summary

Executive Staff Recruiters / ESR Healthcare is seeking a Personal Finance Expert (Contractor) to work remotely for Canada-focused tasks. You will assess personal finance guidance, review AI outputs, and verify financial documents while staying current with Canadian regulations.

Applicants should hold Canadian credentials and have 4+ years in banking or tax planning. Strong communication and ability to draft rubrics are essential.

Qualifications

• Professional designations such as CFA, CTP, CFP, QAFP, CIM, or PFP, in addition to Canadian credentials.
• Active standing in Canadian credentials (CFP, QAFP, CIM, PFP, CPA).
• Experience in rubric-based evaluation and model output review.
• Ability to draft assessment guidelines, rubrics, or scoring criteria for complex topics.
• Exceptional communication skills to explain technical financial concepts.

Responsibilities

• Complete authentic personal finance workflow tasks with securely linked Canadian bank accounts.
• Provide explanations on RRSPs, TFSAs, mortgages, savings plans, and CRA filing.
• Critically review AI-generated financial guidance against rubrics; give concise feedback.
• Verify financial documentation and illustrate Canadian tax deadlines and household decisions.
• Support creation and refinement of evaluation rubrics and scoring criteria.

Skills

Communication skills

Rubric-based evaluation

Draft assessment guidelines

AI system training

Explain financial concepts

Canadian banking/wealth experience

Education

CFA

CTP

CFP

QAFP

CIM

PFP

CPA

Tools

Plaid

Job description

Personal Finance Expert (Canada)

Role Type: Contractor

Location: Remote

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).