Remote Personal Finance Specialist Canada (Alberta)

Remote Personal Finance Specialist Canada (Alberta)

04 Oct
|
Dover
|
Alberta

04 Oct

Dover

Alberta

Shape the future of AI systems as a Remote Personal Finance Specialist in Canada. Use your financial expertise to enhance AI learning through high-quality, authentic data and guidance.

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:
• Skilled 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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📌 Remote Personal Finance Specialist Canada (Alberta)
🏢 Dover
📍 Alberta

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