Generalist — Personal Finance Expert (Canada)

About this role

Role Title: Generalist — Personal Finance Expert (Canada)
Role Type: Contractor
Location: Remote
micro1 is engaging Generalist — Personal Finance Experts (Canada) to contribute their personal finance expertise on a dynamic customer project. 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

• Evaluate and review a range of Canadian personal finance data for relevance, accuracy, and clarity.

• Assess financial documents and user-generated content related to tax filing, budgeting, and everyday financial decisions.

• Apply a detailed rubric to annotate, categorize, or score financial data and scenarios.

• Leverage Google Workspace tools to collaborate, document insights, and organize project deliverables.

• Identify best practices and common pitfalls in Canadian personal finance, providing actionable feedback to enhance AI training datasets.

• Summarize and contextualize complex financial concepts in concise, accessible language for AI learning modules.

• Contribute to continuous improvement of project guidelines by sharing expert observations and recommendations.

Preferred Qualifications

• Comprehensive knowledge of Canadian personal finance topics, including tax filing, budgeting, and credit management.

• Demonstrated experience in reviewing, analyzing, or teaching financial content for a Canadian audience.

• Strong attention to detail when evaluating data and applying evaluation rubrics.

• Proficiency with Google Workspace (Docs, Sheets, Drive, etc.) for collaboration and documentation.

• Ability to translate complex financial information into clear, actionable guidance.

• Familiarity with data privacy and ethical considerations in handling sensitive financial information.

• Previous experience participating in digital projects or remote professional assignments is an asset.

Originally posted on Himalayas