Remote Canadian Personal Finance Expert (Contractor)

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

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.