Personal Finance Expert (Canada)
Core
Apply professional judgment to evaluate AI-generated financial guidance and train next-generation AI systems using real-world Canadian personal finance workflows.
Role type
Contract AI training specialist (Personal Finance)
Builds
High-quality AI models for financial reasoning and guidance
Domain
Personal Finance / Canadian Tax & Banking
Deliverable
production ML models
Required skills
Canadian tax filing expertise, Registered account management (RRSP, TFSA, FHSA), Mortgage analysis, Financial documentation interpretation, Rubric-based evaluation, Regulatory updates tracking
Preferred skills
CFA or CTP designation, CFP/QAFP/CIM/PFP/CPA credentials, AI system training experience, Assessment guideline drafting, Technical concept explanation
Technologies
Plaid
Responsibilities
Complete authentic personal finance workflow tasks with redacted bank data, Critically review AI-generated financial guidance, Verify and interpret financial documentation, Support creation of evaluation rubrics, Remain current with Canadian tax and savings regulations
Seniority
Mid-Senior, hands-on IC