We are sharing a specialised consulting opportunity for experienced Canadian personal finance professionals with expertise in banking, wealth management, financial advising, accounting, tax planning, and household financial workflows to contribute to advanced AI training and evaluation initiatives.
Selected professionals will complete realistic Canadian personal-finance workflows, evaluate AI-generated financial guidance, interpret financial documentation, and help develop rigorous assessment criteria across areas such as registered accounts, mortgages, savings, and personal taxation. No prior AI experience is required; practical Canadian finance expertise is the primary qualification.
Key Responsibilities
Canadian Personal Finance Workflows
- Complete realistic household financial workflow tasks
- Apply professional judgement to Canadian personal-finance scenarios
- Work with RRSP, TFSA, and FHSA-related financial decisions
- Evaluate mortgage, savings, and household financial planning workflows
- Explain financial decisions clearly in written form
Tax & Registered Account Analysis
- Apply knowledge of CRA personal tax filing requirements
- Interpret registered-account rules and contribution considerations
- Evaluate relevant tax deadlines and household financial obligations
- Review financial documentation for accuracy and relevance
- Remain current with applicable Canadian tax and savings regulations
AI Financial Guidance Evaluation
- Review AI-generated personal-finance guidance
- Assess outputs against established evaluation rubrics
- Identify inaccurate, incomplete, or misleading financial recommendations
- Evaluate whether guidance appropriately reflects Canadian financial rules
- Provide concise and constructive feedback to improve output quality
Rubric & Evaluation Development
- Support creation of evaluation rubrics for personal-finance tasks
- Refine grading criteria for complex financial scenarios
- Define standards for accuracy, completeness, and practical usefulness
- Identify edge cases requiring additional evaluation guidance
- Contribute professional judgement to scoring and assessment frameworks
Financial Documentation & Secure Workflow Review
- Verify and interpret household financial documentation
- Demonstrate how consumers and advisors manage financial records
- Complete approved workflows using securely linked Canadian bank accounts where required
- Ensure personal information is redacted before materials are used downstream
- Apply strong privacy and documentation standards throughout project work
Ideal Profile
- 4+ years of hands-on experience in Canadian banking, wealth management, financial advising, accounting, or tax planning
- Strong understanding of Canadian household financial planning
- Practical expertise with RRSPs, TFSAs, and FHSAs
- Familiarity with mortgages, savings strategies, and personal taxation
- Strong knowledge of CRA personal tax filing processes
- Ability to review and interpret financial documentation accurately
- Experience applying professional judgement to complex financial scenarios
- Exceptional written communication skills
- Ability to explain technical financial concepts to different audiences
- Experience developing rubrics, scoring criteria, or assessment guidelines is advantageous
- Experience reviewing AI or model-generated outputs is advantageous
- Active Canadian credentials such as CFP, QAFP, CIM, PFP, or CPA are highly valued
- CFA or CTP designations are also advantageous
- Comfortable working independently in a remote environment
- Comfortable securely connecting personal Canadian bank accounts through Plaid where required, with all personally identifiable information redacted before downstream use
- No prior AI-training or model-evaluation experience is required
Engagement Details
- Independent contractor engagement
- Remote
- Canada-focused opportunity
- Compensation: $90–$110/hour
- Work will involve Canadian personal-finance workflows, financial-document review, AI-output evaluation, and rubric development
- Assignments may cover registered accounts, mortgages, savings plans, household financial decisions, and CRA personal tax filing
- Securely linked Canadian bank accounts may be used for authentic workflow tasks
- Personally identifiable information must be removed before any material is used for downstream project purposes
- Contributors should remain current with Canadian tax, savings, and registered-account regulations relevant to assigned work
- Project scope, evaluation criteria, and financial scenarios may evolve depending on project requirements
- Work must be completed without using confidential, proprietary, client-specific, account-identifying, or otherwise restricted financial information belonging to any employer, financial institution, client, or other third party
About the Platform
This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.
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