个人财务专家（加拿大）
Personal Finance Expert (Canada)
薪资：每小时90-110美元（美元）。
职位名称：个人理财专家（加拿大）
职位类型：承包商
工作地点：远程
micro1 正在聘请个人理财专家（加拿大）参与一个专注于提升家庭财务流程和咨询流程的项目。在此职位上，您将运用专业知识帮助训练下一代人工智能系统。您的工作将影响模型的学习、推理和表现方式，通过高质量的真实输入进行优化。无需人工智能相关经验——您的专业领域知识才是关键。
工作范围
1. 使用安全连接的加拿大银行账户完成真实的个人理财流程任务，确保所有个人信息在后续使用中被脱敏。
2. 在RRSP、TFSA、FHSA、抵押贷款、储蓄计划和CRA个人税务申报等主题上应用专业判断，提供清晰的书面解释。
3. 对人工智能生成的财务建议进行批判性审查和评估，根据既定标准提供简洁、有建设性的反馈以提高模型质量。
4. 核实和解读财务文件，说明加拿大消费者和顾问如何管理注册账户、税务截止日期和家庭财务决策。
5. 支持制定和优化与个人理财建议和输出相关的评估标准和评分准则。
6. 跟进与项目交付成果相关的加拿大税收、注册账户和储蓄法规的更新。
优先资格
1. 除加拿大资质外，拥有如CFA（特许金融分析师）或CTP（认证财务管理师）等专业资质。
2. 持有有效的加拿大资质（CFP、QAFP、CIM、PFP、CPA）。
3. 在基于标准的评估、模型输出审查或人工智能系统培训项目中有相关经验。
4. 在为复杂财务主题起草评估指南、标准或评分标准方面有实际能力。
5. 出色的沟通能力，能够向各类受众解释技术性财务概念。
6. 在银行业、财富管理、财务咨询、会计或针对加拿大家庭的税务规划方面有4年以上实际工作经验。
7. 能够通过Plaid安全连接个人加拿大银行账户（使用前所有PII信息已脱敏）。
查看英文原文
**Pay:** $90-$110 per hour (USD).
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
1. Complete authentic personal finance workflow tasks using securely linked Canadian bank accounts, ensuring all personal information is redacted for downstream use.
2. Apply professional judgment on topics like RRSPs, TFSAs, FHSAs, mortgages, savings plans, and CRA personal tax filing, providing clear written explanations.
3. Critically review and evaluate AI-generated financial guidance against established rubrics, delivering concise, constructive feedback to improve model quality.
4. Verify and interpret financial documentation, illustrating how Canadian consumers and advisors manage registered accounts, tax deadlines, and household financial decisions.
5. Support the creation and refinement of evaluation rubrics and grading criteria relevant to personal finance guidance and outputs.
6. Remain current with updates to Canadian tax, registered account, and savings regulations as they pertain to project deliverables.
Preferred Qualifications
1. Professional designations such as CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional) in addition to Canadian credentials.
2. Active standing in Canadian credentials (CFP, QAFP, CIM, PFP, CPA).
3. Experience in rubric-based evaluation, model output review, or AI system training projects.
4. Demonstrated ability to draft assessment guidelines, rubrics, or scoring criteria for complex financial topics.
5. Exceptional communication skills, with proven ability to explain technical financial concepts to a variety of audiences.
6. 4+ years of hands-on experience in banking, wealth management, financial advising, accounting, or tax planning specific to Canadian households.
7. Comfort with securely connecting personal Canadian bank accounts via Plaid (with all PII redacted before use).