Personal Finance Expert (Canada)

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