Accounting & Finance

Remote Canadian Personal Finance Consultant

24-MAG

Toronto · Ontario · Canada

Join an advanced AI project as a Canadian Personal Finance Consultant from anywhere in Canada. Leverage your expertise in banking, wealth management, and household financial workflows to enhance AI training initiatives.

This specialized remote role invites experienced finance professionals with over 4 years of hands-on experience. You'll complete Canadian household financial workflows, evaluate AI-generated guidance, and analyze tax and registered account requirements. Strong written communication skills and knowledge of CRA processes are essential.

Key Responsibilities: • Complete realistic household financial workflow tasks • Evaluate mortgage and savings planning scenarios • Review AI-generated personal-finance guidance • Apply CRA tax filing knowledge to assessments • Support the development of evaluation rubrics

Requirements: • 4+ years in Canadian personal finance roles • Strong understanding of financial planning and taxation • Ability to interpret financial documentation • Familiarity with RRSPs, TFSAs, and FHSA products • Excellent written communication and feedback skills

Bring your financial expertise to the remote consulting space, shaping AI's understanding of Canadian personal finance. #J-18808-Ljbffr

Reference: WJ-3875_13509854

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