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 robust plus
- Deep understanding of financial planning principles, including retirement, estate, and investment planning
- Strong client-facing communication skills with the ability to inter

📌 Investment Advisor (Canada)
🏢 Mercor
📍 Canada