Personal Finance Advisor
3 weeks ago
Personal Finance Advisor - AI Specialist 3 days ago Be among the first 25 applicants This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $90,000.00/yr - $200,000.00/yr About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: AI Personal Finance Data Specialist Type: Full-time Compensation: $90,000–$200,000/year Location: Based in Palo Alto, CA (in-office, 5 days per week) or fully remote Commitment: 40 hours/week Role Responsibilities Use proprietary tools to label, annotate, and evaluate personal finance data. Provide expert input across scenarios involving investing, budgeting, and tax planning. Collaborate with research teams to train and refine AI systems for financial reasoning. Help design and improve annotation tools tailored for financial data. Interpret evolving task instructions accurately and deliver consistent, high-quality results. Work independently and asynchronously to meet deadlines while improving AI model performance. Qualifications Professional experience in personal finance or related fields. Strong written and verbal English communication skills. Excellent analytical and organizational abilities. Ability to work independently and make sound judgments with limited information. Demonstrated interest in technology and AI applications in finance. Preferred Relevant certification or training (e.g., CFP, CFA, Enrolled Agent). Experience mentoring or training others in financial planning, investing, or tax preparation. Familiarity with AI workflows, data annotation, or related technical environments. Comfortable recording short audio or video sessions for data collection. Compensation & Legal Access to medical benefits, subject to your country of residence. Supportive, high-impact environment focused on advancing AI and financial innovation. Application Process (Takes 20–30 mins to complete) Submit your resume. Complete a 20-minute introductory interview. Selected candidates will move on to a focused personal finance data evaluation exercise. Finalists will participate in a team discussion and review of their expertise. Resources & Support For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. #J-18808-Ljbffr
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Personal Finance Advisor
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timePersonal Finance Advisor - Expert 2 days ago Be among the first 25 applicants This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $100.00/hr - $200.00/hr Direct message the job poster from Mercor About The Job Mercor connects elite creative and technical...
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AI-Driven Personal Finance Research Advisor
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Taskify AI Full timeAn AI-driven research company in Canada is seeking experienced financial professionals to contribute to a project focused on enhancing AI systems in personal finance. You will develop finance-related questions based on your expertise. The ideal candidate has at least 4 years of experience as a Personal Financial Advisor and strong analytical skills. This is...
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Estrie, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern On, Canada Desjardins Full timeA leading financial institution is looking for a Personal Finance Advisor to develop trusting relationships with clients and provide personalized financial advice. The ideal candidate has a relevant Bachelor's degree, a mutual fund representative certificate, and knowledge of the financial landscape. This full-time position offers competitive salary,...
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Personal Finance Advisor — Remote Options
2 weeks ago
Alfred And Plantagenet, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval,, Canada Desjardins Full timeA financial services organization in Canada seeks a Personal Finance Advisor to build lasting relationships with clients and support their financial goals. The role requires a Bachelor's in a related field, strong bilingual communication skills, and a commitment to client satisfaction. The ideal candidate will have at least one year of experience and a keen...
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Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeA leading financial services firm is seeking a Personal Finance Advisor for a part-time independent contractor position. The role involves designing relevant questions based on personal financial expertise, with a commitment of 15+ hours per week. Ideal candidates must have over 4 years of experience and be based in the US, UK, or Canada. Competitive...
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Personal Financial Advisors
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeMercor is recruiting Personal Financial Advisors as independent contractors working on a research project for one of the world’s top AI companies. This project involves using your professional experience to design questions related to your occupation as a Personal Financial Advisor. Applicants must: Have 4+ years full-time work experience as a Personal...
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Personal Finance Advisor
3 weeks ago
Terrebonne, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwester, Canada Desjardins Group Full timeA leading financial services cooperative seeks a Personal Finance Advisor in Terrebonne, Canada. You'll develop lasting relationships with clients, advising on financial solutions that meet their goals. Ideal candidates possess a bachelor's degree and relevant experience, along with a mutual fund representative certificate. Benefits include competitive...
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Personal Financial Advisors
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Taskify AI Full timeOne of our clients is seeking experienced financial professionals to contribute to an AI‑powered research initiative. In this project, you’ll apply your industry expertise to create and refine questions that reflect real‑world financial advising scenarios. Your input will help train advanced AI systems to better understand personal finance, investment...
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Remote Personal Finance Advisor
3 weeks ago
Terrebonne, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwester, Canada Desjardins Full timeA leading financial institution in Canada is looking for a personal finance advisor to develop client relationships, provide financial solutions, and ensure satisfaction. Candidates should possess a related Bachelor’s degree and a mutual fund representative certificate. This full-time position offers a competitive salary, flexible vacation, and additional...
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Personal Financial Advisor | $200/hr Remote
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Crossing Hurdles Full timeGet AI-powered advice on this job and more exclusive features. This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base Pay Range $100.00/hr - $200.00/hr Organization: Mercor Type: Hourly contract Compensation: $100–$200 per hour Location: Remote Commitment:...
