Personal Finance Expert (Canada)
# Personal Finance Expert (Canada) **Xperteez Technology** · Canada · `Remote` · `Contractor` 💼 **Уровень роли:** `Senior` 💰 **Компенсация:** `$90 – $110` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Personal-Financial-Advisor]` `[Financial-Advisor]` `[Financial-Planning]` `[Tax-Consultant]` `[Wealth-Management-Specialist]` `[Personal-Finance-Specialist]` `[Personal-Finance-Consultant]` `[Personal-Finance-Advisor]` `[Financial-Expert]` `[Personal-Finance-Advisory]` `[Finance-Expert]` --- ### About the Role 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
- Personal-Financial-Advisor
- Financial-Advisor
- Financial-Planning
- Tax-Consultant
- Wealth-Management-Specialist
- Personal-Finance-Specialist
- Personal-Finance-Consultant
- Personal-Finance-Advisor
- Financial-Expert
- Personal-Finance-Advisory
- Finance-Expert
Наблюдалась 2026-10-07, впервые 2026-10-06, источник — Himalayas (JSON API).