Investment Advisor (Toronto)

Investment Advisor (Toronto)

31 Jul
|
Mercor
|
Toronto

31 Jul

Mercor

Toronto

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

$70.00/hr - $95.00/hr Mercor

is hiring experienced Financial Advisors to collaborate with a top AI research lab. In this role, you’ll apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. You’ll play a central role in ensuring that AI-powered solutions are client-ready, compliant, and effective in delivering high-quality financial advice. You’ll directly shape how AI handles tasks such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies. Responsibilities

Evaluate AI-generated

financial plans and advisory outputs

for accuracy, compliance, and client relevance Calibrate investment and retirement planning models to ensure

financial soundness and client suitability Simulate and audit workflows such as

asset allocation, risk profiling, and retirement income planning Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on

real-world client needs Collaborate asynchronously with AI and product teams to improve





the reliability and trustworthiness of AI-driven advisory systems Qualifications

2+ years of experience as a Financial Advisor, Wealth Manager, or in related advisory roles Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus Deep understanding of

financial planning principles , including retirement, estate, and investment planning Strong client-facing communication skills with the ability to

interpret and explain complex financial strategies Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising Location: US, UK, Canada, Australia or Europe preferred Project Timeline

Start Date:

Immediate Duration:

1–2 months Commitment:

~20 hours/week, part time Schedule:

Fully remote, asynchronous, flexible schedule Compensation & Contract

$70–$95 USD/hour , based on experience Performance bonuses , at the project’s discretion Application Process

Submit your resume and application form Complete a short AI interview (15 minutes) to discuss your advisory expertise Participate in a paid work trial (3 hours) where you’ll complete domain-specific tasks We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

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📌 Investment Advisor (Toronto)
🏢 Mercor
📍 Toronto

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