Remote Personal Finance Specialist Canada
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This contract freelance position invites you to leverage your knowledge of Canadian personal finance. Your role will include handling authentic financial workflows, applying judgment on investments, and evaluating AI-generated financial advice. You will also interpret financial documents while supporting the creation of evaluation rubrics relevant to personal finance.
Key Responsibilities:
• Complete personal finance tasks using securely linked Canadian bank accounts
• Provide clear guidance on RRSPs, TFSAs, and tax filing
• Review AI-generated financial advice against established rubrics
• Verify financial documentation for Canadian consumer scenarios
• Create and refine evaluation rubrics related to financial outputs
Requirements:
• Professional designations like CFA or CTP preferred
• Active standing in Canadian financial credentials
• 4+ years of experience in finance or related fields
• Familiarity with securely connecting bank accounts via Plaid
• Exceptional communication skills for diverse audiences
Utilize your finance expertise to drive AI advancements and shape personal finance advice in Canada.
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