Personal Finance Expert (Canada)

micro1; United States; On-site; USD 87,000 - 106,000; Full time

Job summary

micro1 is seeking a Personal Finance Expert (Canada) to contribute to training data for AI systems. This remote contractor position focuses on Canadian household finances, tax experiences, and advisory processes.

No prior AI experience required; domain expertise matters. You will review and create rubrics, provide clear explanations on RRSPs, TFSAs, mortgages, and CRA filings, and ensure documentation is accurate while adhering to privacy standards.

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).

Responsibilities

• Complete authentic personal finance workflow tasks using securely linked Canadian bank accounts with redacted PII.
• Provide written explanations on RRSPs, TFSAs, FHSA, mortgages, savings plans, and CRA tax filing.
• Critically review AI-generated financial guidance against rubrics and deliver concise feedback to improve model quality.
• Verify and interpret financial documents, illustrating how Canadians manage registered accounts, tax deadlines, and household decisions.
• Support the creation and refinement of evaluation rubrics and grading criteria relevant to personal finance guidance.
• Remain current with updates to Canadian tax, registered accounts, and savings regulations as they pertain to project deliverables.

Skills

Finance background

Document handling

Rubric evaluation

Troubleshooting

Tax filing

Education

CFA

CTP

CFP

CPA (Canada)

PFP

CIM

Tools

Plaid

Job description

Personal Finance Expert (Canada)
$90 - $110/hour
pay
Required Skills
Finance Background
Document Handling
Rubric Evaluation
Troubleshooting
Tax Filing

About micro1
micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform.

Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI.

Role Title: Personal Finance Expert (Canada)

Role Type: Contractor

Location: Remote

micro1 is 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).