Personal Finance Expert
Core
Evaluate AI-generated Canadian personal finance guidance for accuracy and completeness against real-world scenarios.
Role type
Senior IC personal finance expert (AI evaluation)
Builds
Evaluation frameworks and rubrics for financial AI models
Domain
Canadian personal finance + AI training
Deliverable
production ML models
Required skills
Canadian personal finance expertise, RRSP/TFSAs/FHSAs knowledge, mortgage analysis, Canadian tax law (CRA), financial planning, documentation review, professional judgment
Preferred skills
Rubric development, AI content review experience, CFP/QAFP/CIM/CPA/CFA/CTP designations
Technologies
Plaid
Responsibilities
Complete realistic Canadian household finance workflows, analyze decisions involving registered accounts and mortgages, review AI-generated financial guidance for accuracy, identify edge cases in evaluation frameworks, interpret financial documentation securely, maintain current knowledge of Canadian tax regulations
Seniority
Senior, hands-on IC