Financial Planner | $85/hr Remote — Crossing HurdlesOverviewJoin to apply for the Financial Planner | $85/hr Remote role at Crossing Hurdles.Base pay range$70.00/hr - $85.00/hrDetailsType: Hourly ContractCompensation: $70–$85/hour (based on experience)Location: RemoteDuration: 1–2 months (with possible extension)Commitment: ~20 hrs/week (part-time, flexible)Role Responsibilities (Training support will be provided)Review and evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client suitability.Calibrate investment and retirement planning models to ensure soundness and practical application.Simulate and audit workflows such as asset allocation, risk profiling, estate planning, and retirement income planning.Refine AI-produced reports, recommendations,



and financial strategies to align with real-world client needs.Provide structured feedback to improve the reliability and trustworthiness of AI-driven financial systems.Collaborate asynchronously with AI researchers and product teams to refine model outputs.RequirementsStrong professional experience as a Financial Advisor, Wealth Manager, or similar advisory role.Bachelor's degree in Finance, Economics, Business, or related field; advanced certificationssuch as CFP, CFA, CPA, ChFC are a solid plus.Deep knowledge of financial planning principles, including retirement, estate, and investment planning.Strong communication skills with the ability to interpret and explain complex financial strategies.Familiarity with compliance, fiduciary duties, and regulatory standards in financial advising.Ability to work independently and asynchronously in a remote environment.CompanyCrossing Hurdles is a recruitment firm. We refer top candidates to our partners working with the world's leading AI research labs to help build and train cutting-edge AI models.Referral notices and other job postings are provided for context and do not constitute guarantees of employment.

📌 Financial Planner | $85/Hr Remote (Ottawa)
🏢 Crossing Hurdles
📍 Ottawa