WFH.teamOpen app$187k-$229k
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4+ years stated
unspecified
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What this posting tells you
Remote contractor role for a Canada-focused personal finance expert contributing real-world finance workflows, documentation review, and rubric-based evaluation to AI projects. Requires at least 4 years of relevant hands-on experience; Canadian finance credentials and AI evaluation experience are preferred. Compensation is not stated in the listing.
Accounting, Customer success, Finance and investments, Product, Customer support
Canada
Timezone overlap is not stated.
Experienced · Contractor
- Required timezone overlap is not stated
Accounting hiring on WFH.team
This role's listed pay is above the median among 200 comparable roles shown here. Category counts come from WFH.team's latest published remote job market snapshot.
Explore the remote job marketPersonal Finance Expert (Canada) at micro1
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 professional 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).
Working remotely at micro1
micro1 builds human-expertise data and evaluation infrastructure for AI models and agents. It recruits core-team employees and domain experts for AI training projects.
- Headquarters
- San Francisco Bay Area, California, United States
- Founded
- 2022
Expert opportunities are remote and can be flexible. International applicants are considered, subject to country exclusions and each project's requirements. Core-team work arrangements vary by opening; check the individual posting.
Apply through the official posting. Expert applicants complete an AI interview and skills certification, followed by project selection and onboarding. Certification does not guarantee a project or immediate work.