Role Title: Personal Finance Expert (Canada) Role Type: Contractor Location: Remote micro1 is engaging Personal Finance Experts (Canada) to contribute to a project focused on enhancing household financial workflows and advisory processes. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input.

No prior experience in AI is required - your domain knowledge is what matters. Scope of Work # Complete authentic personal finance workflow tasks using securely linked Canadian bank accounts, ensuring all personal information is redacted for downstream use. # Apply qualified judgment on topics like RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA personal tax filing, providing clear written explanations. # Critically review and evaluate AI-generated financial guidance against established rubrics, delivering concise, constructive feedback to improve model quality. # Verify and interpret financial documentation, illustrating how Canadian consumers and advisors manage registered accounts, tax deadlines, and household financial decisions.



# Support the creation and refinement of evaluation rubrics and grading criteria relevant to personal finance guidance and outputs. # Remain current with updates to Canadian tax, registered account, and savings regulations as they pertain to project deliverables.

Preferred Qualifications # Professional designations such as CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional) in addition to Canadian credentials. # Active standing in Canadian credentials (CFP, QAFP, CIM, PFP, CPA). # Experience in rubric-based evaluation, model output review, or AI system training projects. # Demonstrated ability to draft assessment guidelines, rubrics, or scoring criteria for complex financial topics. # Exceptional communication skills, with proven ability to explain technical financial concepts to a variety of audiences. #4+ years of hands-on experience in banking, wealth management, financial advising, accounting, or tax planning specific to Canadian households. # Comfort with securely connecting personal Canadian bank accounts via Plaid (with all PII redacted before use).

📌 Personal Finance Expert (Canada) (Toronto)
🏢 micro1
📍 Toronto