Wealth Manager | Remote

Crossing Hurdles; United States; Remote; CAD 40,000 - 60,000; Part time

Job summary

A leading finance advisory firm in Canada is seeking a personal financial advisor to create deliverables based on real-world finance requests. The ideal candidate will have extensive experience and domain expertise, excellent written communication skills, and the ability to work independently. This role offers a flexible commitment, scaling between 15 and 30+ hours per week. Responsibilities include diagnosing financial scenarios and contributing to AI research outputs, ensuring accuracy and relevance in all content.

Qualifications

• Strong professional experience as a personal financial advisor or related role.
• Strong domain expertise in personal finance and advisory workflows.
• Excellent written communication skills with strong grammar and spelling.

Responsibilities

• Create tasks and deliverables based on personal finance requests.
• Apply judgment to diagnose and solve financial scenarios.
• Contribute written outputs to support AI research.

Skills

Personal financial advisory

Written communication

Attention to detail

Job description

Commitment

Flexible (~15 hours/week, scalable to 30+ hours)

Role Responsibilities

• Create tasks and deliverables based on common real-world personal finance requests
• Apply professional judgment to diagnose and solve domain-specific financial scenarios
• Contribute structured written outputs to support AI research and model improvement
• Ensure clarity, accuracy, and practical relevance in all financial content
• Work independently while adhering to defined research guidelines and timelines

Requirements

• Strong professional experience as a personal financial advisor or related role
• Strong domain expertise in personal finance and advisory workflows
• Excellent written communication skills with strong grammar and spelling
• Ability to work independently in a remote, flexible environment
• High attention to detail and consistency in deliverables