Financial Planning Consultant
2 weeks ago
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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 Direct message the job poster from Mercor 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: For any help or support, reach out to: PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. Seniority level Not Applicable Employment type Full-time Job function Finance Industries Software Development Referrals increase your chances of interviewing at Mercor by 2x Sign in to set job alerts for “Financial Planning Consultant” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Financial Planning Consultant
2 weeks ago
, , Canada Sun Life Full timeJoin to apply for the Financial Planning Consultant role at Sun Life . Job Description 3 days ago Be among the first 25 applicants. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to...
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Financial Planning
2 weeks ago
, NB, Canada Co-operators Full timeJoin to apply for the Financial Planning & Retirement Consultant role at Co-operators . Get AI‑powered advice on this job and more exclusive features. Overview We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy by prioritizing...
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Financial Planning Consultant
2 weeks ago
, NB, Canada Royal Bank of Canada> Full timeOverview What is the Opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams...
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Financial Planning Consultant
2 weeks ago
, , Canada Mercor Full timeBase Pay Range $55.00/hr - $70.00/hr 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 Details Position: Finance Professional Type: Contract Compensation:...
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Financial Planning
1 week ago
, BC, Canada Co-operators Group Limited Full timeCompany: CLICDepartment: Financial Planning & RetirementEmployment Type: Regular Full-TimeWork Model: HybridLanguage: English is required, French is an asset.Job Grade: 5SHiring Manager: Jenna SharpReferral Award: YesAdditional Information: This/these role(s) is/are currently vacant. The Opportunity We are a leading Canadian financial services co-operative...
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Financial Planning
2 weeks ago
, BC, Canada Co-operators Group Full timeCompany: CLICDepartment: Financial Planning & RetirementEmployment Type: Regular Full-TimeWork Model: HybridLanguage: English is required, French is an asset.Job Grade: 5SHiring Manager: Jenna SharpReferral Award: YesAdditional Information: This/these role(s) is/are currently vacant. The Opportunity: We are a leading Canadian financial services co-operative...
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Hybrid Financial Planning
1 week ago
, BC, Canada Co-operators Group Limited Full timeA leading Canadian financial services co-operative is seeking a Financial Planning and Retirement Consultant in British Columbia. This role involves delivering holistic financial planning solutions and consulting on investment options to clients. Ideal candidates will have 4 years of financial services experience and relevant licenses. The position offers...
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Consultant, Business
2 weeks ago
, SK, Canada Cpask Full timeConsultant, Business & Financial Planning Permanent - Full Time We generate more than just power for the people of Saskatchewan. We also offer some of the best jobs in the province. Our challenging careers will help you grow, while being surrounded by a team committed to safety, openness, collaboration and accountability. We offer highly competitive salaries...
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Financial Planning Consultant | $200/hr
2 weeks ago
, , Canada Mercor Full timeFinancial Planning Consultant | $200/hr 4 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...
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Hybrid Financial Planning Consultant
2 weeks ago
, , Canada Sun Life Full timeA leading financial services company is looking for a Financial Planning Consultant in Canada. This role involves enhancing the financial planning capabilities of advisors and conducting training sessions. The ideal candidate has at least 7 years of experience in financial planning and must hold a CFP certification. This position offers a salary range of...
