Role overview
Apply Canadian household finance expertise to the review of workflows and AI-generated guidance.
What you’ll be doing
- Assess RRSP, TFSA, FHSA, mortgage and CRA filing scenarios.
- Review financial documents and explain the quality of generated advice.
- Contribute scoring criteria and practical feedback about household workflows.
Who this could suit
Canadian banking, wealth management, financial planning, accountancy and tax professionals.
What you’ll need
The opportunity is listed for Canada. The preferred background includes four or more years of Canadian household finance experience and active credentials such as CFP, QAFP, CIM, PFP or CPA; CFA or CTP are useful additions. The work involves connecting personal Canadian bank accounts through Plaid, with personal information redacted before downstream use. Strong writing and assessment-rubric skills are valued.
You don’t have to match every requirement exactly. We welcome applicants with different backgrounds, levels of experience and transferable skills.
Pay and working arrangements
Remote contractor work paying $90–$110 USD per hour. The listing states 30 openings. Project duration, weekly hours and payment schedule have not been stated unless specified above; confirm these before accepting work.
What happens next
Apply through Find Jobs in AI with your profile and CV. We’ll review your application and, if you’re a good fit, we’ll be in touch about the next steps.