First seen by our source: 25 days ago
Personal Finance Expert (Canada)
@ Xperteez Technology
Remote in Canada
Overview
Xperteez Technology is hiring a contract Personal Finance Expert to help train AI systems on Canadian personal finance. The work covers RRSPs, TFSAs, FHSAs, mortgages, savings and CRA personal tax, and includes reviewing AI-generated guidance against rubrics. The role is fully remote with no prior AI experience required.
Responsibilities:
- Complete personal finance workflow tasks with linked Canadian bank accounts
- Write clear explanations on RRSPs, TFSAs, FHSAs, mortgages and CRA tax filing
- Review and grade AI-generated financial guidance against rubrics
- Verify and interpret financial documentation
- Help create and refine evaluation rubrics for personal finance
Requirements summary:
- Expertise in Canadian personal finance and registered accounts
- Preferred: CFP, QAFP, CIM, PFP, CPA or CFA designation
- 4+ years in Canadian banking, wealth management, advising or tax
- Experience with rubric-based evaluation or AI training preferred
- Strong communication skills for explaining financial concepts
Tools & skills
Source and dates
Source type not verified · dover
- Employer posting date
- Not provided
- First seen by our source
- 2026-10-14
- Source record updated
- 2026-10-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business operations |
| Experience | 4+ years |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFP, QAFP, CIM, PFP, CPA, CFA |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Xperteez Technology
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
<We Make IT Happen/> Delivering Top Talent with Precision, Speed & Scalable Recruitment Solutions Globally
Full company description
Xperteez Technology is a recruitment-focused firm delivering high-quality talent solutions with speed, precision, and consistency across global markets. We specialize in hiring across IT, Engineering, Industrial, Manufacturing, Data, Automation, and business functions, supporting both niche and high-volume hiring mandates. Service Areas: Permanent Hiring | Contract Staffing | Bulk Hiring | Leadership Hiring | Global Recruitment | RPO (Recruitment Process Outsourcing) | Project-Based Hiring We work with clients across Europe, the United States, India, and the GCC, enabling seamless global hiring through structured sourcing, advanced Boolean search, and data-driven talent mapping. Our approach is built on strong keyword intelligence and platform algorithms, ensuring higher visibility, faster reach, and better candidate engagement. Our sourcing strategy leverages LinkedIn Recruiter, X-Ray search, and Boolean strings such as ("Software Engineer" OR "Data Engineer" OR "Automation Engineer" OR "PLC Engineer") AND ("Python" OR "SQL" OR "SCADA" OR "Selenium") AND ("Immediate Joiner" OR "Open to Work"), enabling precise targeting of active and passive talent. Core hiring expertise includes IT (Software Engineer, Data Engineer, Python, QA, DevOps, Cloud), Engineering (Electrical, Mechanical, Automation, PLC, SCADA), Industrial (Manufacturing, Plant Operations, Maintenance), and Business roles (Talent Acquisition, Sales, Business Development). Our process is aligned with LinkedIn’s algorithm—using high-search-volume keywords, structured job titles, and engagement-driven outreach to maximize inbound applications and response rates. We focus on execution, reducing time-to-hire while maintaining quality and consistency. For candidates, we follow a transparent approach with no charges at any stage. We act as a strategic hiring partner for clients, focusing on scalability, speed, and reliable delivery. 📩 Mail: [email protected] | 📞 Call: +91 9902665093
- LinkedIn followers
- 31,131
- People associated on LinkedIn
- 71
- Reported office locations
- Webel IT Park Rajarhat, NewTown AA1, Phase II, Kolkata, West Bengal 700156, IN
- Business categories
- Information Technology
- Digital Marketing
- Consulting
- Other recorded names
- Xperteez Technology
- Specialties
- Executive Search & Leadership Recruitment
- Permanent Staffing Solutions
- Contract Staffing & Workforce Solutions
- Campus Recruitment & Fresh Talent Acquisition
- Diversity & Inclusion Recruitment
- Industry-Specific Recruitment (IT
- Finance
- Healthcare
- etc.)
- Talent Mapping & Market Intelligence
- Employee Referral Programs
- and Employer Branding & Recruitment Marketing
- Profile identifies a recruitment agency
- Yes
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Xperteez Technology is a recruitment-focused firm delivering high-quality talent solutions with speed, precision, and consistency across global markets. We specialize in hiring across IT, Engineering, Industrial, Manufacturing, Data, Automation, and business functions, supporting both niche and high-volume hiring mandates. Service Areas: Permanent Hiring | Contract Staffing | Bulk Hiring | Leadership Hiring |…
| Field | Value |
|---|---|
| Industry | Business Consulting and Services |
| Company size | 51-200 employees |
| Headquarters | Kolkata, West Bengal |
| Organization type | Privately Held |
| Year founded | 2015 |
| Specialties | Executive Search & Leadership RecruitmentPermanent Staffing SolutionsContract Staffing & Workforce SolutionsCampus Recruitment & Fresh Talent AcquisitionDiversity & Inclusion RecruitmentIndustry-Specific Recruitment (ITFinanceHealthcareetc.)Talent Mapping & Market Intelligence |
| Open jobs on Jobsy | 16 |
| View page |
Role Title: Personal Finance Expert (Canada)
Role Type: Contract / Freelance
Location: Remote
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).
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