24 MagHiring

Personal Finance Expert (Canada)

  • USD 90 to 110 per hour
  • Remote, Canada
  • Contract
  • Senior
  • Posted 9 days ago
Apply with Keywordise AI

or apply from Claude / ChatGPT / Muse

In one line

Contract role for Canadian finance professionals to run through household money scenarios and grade AI-generated financial advice. Remote, Canada-based applicants.

About the role

Evaluation of AI financial guidance across registered accounts, mortgages and personal tax falls to this person. Suits an adviser, accountant or planner who can spot a misleading recommendation quickly and explain why in writing.

At a glance

Pay
USD 90 to 110 per hour
Remote scope
Remote, Canada
Seniority
Senior
Employment
Contract
Skills
RRSP, TFSA, FHSA, CRA personal tax filing, Mortgages, Financial planning
Posted
20 Oct 2026
Last checked
27 Oct 2026

What you will do

  • Work through realistic Canadian household finance tasks, including RRSP, TFSA and FHSA decisions
  • Assess AI-written guidance against rubrics and note errors or gaps
  • Check recommendations against CRA filing rules and registered-account limits
  • Help build scoring criteria and flag edge cases for review
  • Review financial documents and redact personal information before use

What they look for

  • Four or more years in Canadian banking, wealth management, advising, accounting or tax
  • Good grasp of RRSPs, TFSAs, FHSAs, mortgages, savings and personal taxation
  • Knowledge of CRA personal tax filing processes
  • Ability to read financial documents accurately and apply professional judgement
  • Clear writing for technical and non-technical readers

Nice to have

  • Experience with rubrics or assessment guidelines

Benefits

  • Remote work with an independent schedule
  • Secure bank-account connection handled through Plaid where required

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

Apply with Keywordise AI7-day free trial, no card.

Apply from your AI assistant

Connect Keywordise to your assistant once, then send it the prompt. It applies for you.

ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job jp7jqp22x6
How to connect

Questions about this job

Can I do this job remotely, and from which countries?

The posting lists it as remote for people in Canada.

What does this job pay?

The posting states USD 90 to 110 per hour.

What experience is needed?

It is a senior role. The posting asks for: four or more years in Canadian banking, wealth management, advising, accounting or tax; good grasp of RRSPs, TFSAs, FHSAs, mortgages, savings and personal taxation; knowledge of CRA personal tax filing processes. Skills it names include RRSP, TFSA, FHSA, CRA personal tax filing.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

More remote business and finance jobs

All remote business and finance jobs
24 MagRemote, Canada
Apply with Keywordise AI