Personal Finance Expert (Canada)
Required skills
- personal finance
- AI training
- workflow tasks
- redacted
- written explanations
- constructive feedback
- model quality
- verify
- interpret
- financial documentation
Nice to have
- CFA
- CTP
- CFP
- QAFP
- CIM
- PFP
Role summary
This remote, contract role seeks a Personal Finance Expert to train AI systems by completing authentic financial tasks, reviewing AI-generated guidance, and verifying financial documentation. The role requires deep knowledge of Canadian personal finance, including RRSPs, TFSAs, FHSAs, mortgages, and CRA tax filing. Responsibilities include applying professional judgment, providing clear explanations, and offering constructive feedback to improve AI model quality. Candidates must stay current with Canadian financial regulations. Preferred qualifications include professional designations like CFA, CTP, CFP, QAFP, CIM, PFP, or CPA, and experience in rubric-based evaluation or AI training projects.
Role Title: Personal Finance Expert (Canada)
Role Type: Contract / Freelance
Location: Remote
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).
Originally posted on Himalayas
