๐ต Personal Finance Expert (Canada) | Remote | $90–$110/Hour Remote Openings 30
๐ต Personal Finance Expert (Canada) | Remote | $90–$110/Hour
๐ Micro1 is Hiring Personal Finance Experts (Canada)!
Micro1 is engaging experienced Canadian Personal Finance Experts to contribute to a project focused on improving household financial workflows, financial guidance, and advisory processes.
In this role, you’ll apply your professional expertise to help train next-generation AI systems. Your knowledge will contribute to how AI models learn, reason, and respond to real-world Canadian personal finance situations.
No prior AI experience is required — your domain knowledge is what matters.
๐ผ Job Details
Position: Personal Finance Expert (Canada)
Company: Micro1
Openings: 30
Pay: $90–$110 per hour
Job Type: Contractor
Location: Remote
Target Market: Canada
AI Experience: Not required
๐ฏ Required Skills
Candidates should have experience with:
Finance
Document handling
Rubric evaluation
Troubleshooting
Tax filing
Canadian personal finance
Financial guidance and analysis
Clear written communication
๐ Job Description
As a Personal Finance Expert (Canada), you will contribute professional knowledge to a project focused on Canadian household financial workflows and advisory processes.
The role involves working with Canadian financial topics such as:
RRSPs
TFSAs
FHSAs
Mortgages
Savings plans
CRA personal tax filing
Registered accounts
Household financial decisions
Your expertise will help evaluate and improve AI-generated financial guidance.
๐น Scope of Work
You will be responsible for:
Completing authentic personal finance workflow tasks using securely linked Canadian bank accounts, with personal information redacted for downstream use.
Applying professional judgment to Canadian financial topics including RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA personal tax filing.
Providing clear written explanations of financial concepts and decisions.
Reviewing and evaluating AI-generated financial guidance against established rubrics.
Providing concise and constructive feedback to improve AI model quality.
Verifying and interpreting financial documentation.
Demonstrating how Canadian consumers and financial advisors manage registered accounts, tax deadlines, and household financial decisions.
Supporting the creation and refinement of evaluation rubrics and grading criteria.
Staying current with relevant Canadian tax, registered-account, and savings regulations.
๐ Preferred Qualifications
The ideal candidate should have:
4+ years of hands-on experience in Canadian household personal finance.
Experience in banking, wealth management, financial advising, accounting, or tax planning.
Knowledge of Canadian financial products and household financial matters.
Experience with rubric-based evaluation, model output review, or AI system training is beneficial.
Ability to create assessment guidelines, rubrics, or scoring criteria for complex financial topics.
Excellent communication skills.
Ability to explain technical financial concepts to different audiences.
๐ Professional Credentials
Candidates with Canadian professional credentials such as:
CFP – Certified Financial Planner
QAFP
CIM
PFP
CPA
may be relevant for this role.
Additional professional designations such as CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional) are also relevant.
๐ค AI Experience
Previous experience with AI system training, rubric-based evaluation, or model output review can be beneficial, but prior AI experience is not required.
The key requirement is strong professional knowledge of Canadian personal finance and the ability to evaluate and explain financial information clearly.
๐ฆ Canadian Bank Account Requirement
The role includes securely connecting personal Canadian bank accounts through Plaid.
Personal information is required to be redacted before use for downstream project purposes.
Candidates should therefore be comfortable with this workflow and have access to a Canadian bank account.
๐ Remote Contractor Opportunity
This is a remote opportunity for finance professionals with Canadian household finance experience.
The project covers areas such as:
๐ฐ Savings plans
๐ฆ Banking
๐ RRSPs & TFSAs
๐ Mortgages
๐ก FHSAs
๐งพ CRA personal tax filing
๐ Household financial decisions
๐ค AI financial guidance evaluation
๐ How to Apply
Interested candidates can apply through the Micro1 application link:
Apply Now