Canadian Personal Finance AI Evaluation Specialist

You will help improve AI systems that support household financial workflows and advisory processes. The work uses your knowledge of Canadian registered accounts, tax obligations, savings decisions, mortgages, and household financial documents.

You will complete personal finance workflow tasks using securely connected Canadian bank accounts. Personal information must be redacted before the information is used for later work.

• Review AI-generated financial guidance against defined standards and give concise, constructive feedback.
• Write clear explanations of how Canadian consumers and advisors approach registered accounts, tax deadlines, and household financial decisions.
• Apply professional judgment to RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA personal tax filing.
• Create and improve assessment rubrics, grading criteria, and guidelines for complex personal finance topics.
• Interpret financial documents and stay current with relevant Canadian tax, registered-account, and savings regulations.

What it pays and takes

This is a part-time contractor role for someone with substantial Canadian household finance experience. Previous AI training experience is useful but not required.

• Pay: $90 to $110 per hour in USD.
• Location: Open to candidates in Canada.
• Language: Fluent English and strong written communication.
• Experience: At least four years of hands-on experience in Canadian household banking, wealth management, financial advising, accounting, or tax planning.
• Credential: Active standing in a Canadian credential such as CFP, QAFP, CIM, PFP, or CPA.
• Skills: Explain technical financial concepts to varied audiences and draft assessment guidelines, rubrics, or scoring criteria.
• Tools and privacy: Comfort securely connecting Canadian bank accounts through Plaid and ensuring personally identifiable information is redacted.
• Valued experience: Rubric-based evaluation, model-output review, Canadian tax filing, registered-account regulations, or an additional CFA or CTP designation.

How it works

Apply on OpenTrain with your resume, then complete the application on the hiring site.

About AI training work

AI training is the human work behind systems that learn from examples, including reviewing model answers and writing better guidance. People with professional experience are paid to apply their judgment, explain complex topics, and help set reliable standards for AI outputs.