Online Canadian Personal Finance, Tax & Wealth Advisory Specialist — Remote Specialist

ActiveHired is expanding its remote specialist bench with a Online Canadian Personal Finance, Tax & Wealth Advisory Specialist — Remote Specialist at $90 - $110/hour. Contributors work asynchronously from home across major English-speaking countries, translating real-world workflows in Finance Background, Document Handling, Rubric Evaluation, Troubleshooting into high-signal training examples and multi-step evaluation criteria for enterprise AI models.

Primary Responsibilities

• 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.
• Demonstrated professional or academic background in Finance Background, Document Handling, Rubric Evaluation, Troubleshooting, Tax Filing.
• Strong analytical reasoning and ability to articulate complex concepts clearly in written English.
• High attention to detail when reviewing technical or domain-specific documentation.
• Self-motivated and reliable within an asynchronous remote work environment.
• Complete authentic personal finance workflow tasks using securely linked Canadian bank accounts, ensuring all personal information is redacted for downstream use.

Skills & Experience Needed

• 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).
• Compensation Band: $90 - $110/hour
• Work Location: Remote (100% Remote / Asynchronous Flexibility)
• Available Openings: 30 open positions
• Core Competencies: Finance Background, Document Handling, Rubric Evaluation, Troubleshooting, Tax Filing
• Professional designations such as CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional) in addition to Canadian credentials.

Remuneration & Remote Setup

• Compensation Rate: $90 - $110/hour (contract specialist remuneration)
• Work Arrangement: 100% Remote / Work From Home
• Eligible Remote Countries: United States, United Kingdom, Canada, Australia, New Zealand, Ireland, and South Africa
• Core Competencies: Finance Background, Document Handling, Rubric Evaluation, Troubleshooting, Tax Filing
• Hiring Agency: ActiveHired

Direct Application Process: Click the Apply button on this page to proceed directly to our partner application portal and submit your profile for immediate consideration.