Personal Finance Expert

📋 Description

• Complete realistic Canadian household personal-finance workflows and apply professional judgment to
• Analyze financial decisions involving RRSPs, TFSAs, FHSAs, mortgages, savings strategies, household
• Apply knowledge of Canadian personal taxation and CRA filing requirements, including relevant
• Review and evaluate AI-generated personal-finance guidance for accuracy, completeness, relevance
• Identify inaccurate, incomplete, misleading, or impractical recommendations and provide concise
• Support the development and refinement of evaluation rubrics, scoring criteria, and assessment

🎯 Requirements

• 4+ years of hands-on professional experience in Canadian banking, wealth management, financial
• Strong practical understanding of Canadian household financial planning and personal finance.
• Demonstrated expertise with RRSPs, TFSAs, FHSAs, mortgages, savings strategies, and personal
• Strong knowledge of Canadian personal tax filing processes and relevant CRA requirements.
• Ability to accurately review, interpret, and assess financial documentation.
• Strong professional judgment and the ability to analyze complex financial scenarios and reach

🎁 Benefits

• Compensation of CAD $90–$110 per hour.
• Independent contractor engagement with a fully remote working model.
• Opportunity to contribute professional expertise to advanced AI training and evaluation projects.
• Canada-focused assignments involving authentic personal-finance workflows and real-world financial
• Exposure to projects covering registered accounts, mortgages, savings strategies, household
• Flexible project-based work with assignments and evaluation criteria that may evolve according to