Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Finance Expert (Canada)

$70 - $90 per hour
Temporary

AuraOne

Category: Finance, Accounting & Economic AI · Pay: $70–$90 / hr · Location: Remote — US-eligible · Contractor

Personal Finance Expert (Canada) is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.

Why this role matters

Finance and risk workflows leave no room for fuzzy reasoning. AuraOne uses experienced finance-and-risk professionals to grade AI outputs the way an audit reviewer would — with citations, severity tags, and the corrected calculation alongside the original.

Responsibilities

  • Review AI outputs against current finance and risk standards, regulations, and firm policy for Personal Finance Expert (Canada) assignments.
  • Re-perform calculations and flag rounding, classification, or treatment errors.
  • Tag compliance, reconciliation, and disclosure issues with structured severity scores.
  • Capture the corrected workpaper or narrative so the modeling team can train on it.
  • Adjudicate disputed treatments against published standards or firm guidance.
  • Maintain reviewer-quality scores in inter-rater calibration cycles.

Qualifications

  • Direct working experience with finance and risk on real engagements, transactions, or audits for Personal Finance Expert (Canada) work.
  • A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works.
  • Comfort applying multi-page rubrics consistently across long batches.
  • Clear written reasoning that cites standards, regulations, or firm policy.
  • Reliable async availability for at least 10 hours per week.

Example tasks

  • Re-perform a finance and risk calculation produced by a model and flag any rounding or classification errors.
  • Grade a model's narrative reasoning on a complex transaction and rate the citation quality.
  • Adjudicate a disputed treatment between two reviewers using current standards.
  • Audit a 25-row batch for rubric consistency and report drift to the program lead.

Nice to have

  • Big Four, bulge-bracket, or in-house controller / risk experience.
  • Familiarity with AI-assisted close, audit, or risk tooling and its failure modes.
  • Bilingual experience for cross-jurisdiction reviews.

Skills

  • Financial analysis
  • Audit-grade review
  • Regulatory standards
  • Risk assessment
  • Finance and risk
  • Finance

Work model

Remote — US-eligible. Remote · Independent specialist contractor. Employment type: CONTRACTOR. Applicants must be authorized to work from US.

Compensation

Hourly rate confirmed after the interview process.

Application process

Apply through AuraOne's specialist intake for role-specific routing and review. Final project scope, schedule, and contractor terms are confirmed before placement.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Personal Finance Expert (Canada) in San Jose, CA vacancy
  • $45k - $100k

     ...million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our...  ...incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture... 
    Personal
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Saratoga, CA
    1 day ago
  • $50.1k - $82.8k

     ...retail investments, lending solutions, home financing (including business-for-self...  ...guidelines. Makes credit recommendations for personal lending transactions, including home financing...  ...of education and experience. Canada only: Registration to sell investment products... 
    Personal
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Saratoga, CA
    2 days ago
  • BMO Harris Bank is seeking a customer-focused associate in the Cupertino area to deliver personalized banking experiences. You will engage with customers, perform needs assessments, and recommend tailored financial solutions across everyday banking, lending, and small... 
    Personal

    BMO Harris Bank

    Cupertino, CA
    3 days ago
  • $180k - $275k

     ...meaningful competitive advantage. Revenue Analytics, within Business Finance & Strategy, plays a central role in shaping and communicating...  ...to challenge the status quo, and committed to the highest personal and professional standards of integrity and ethics.Degree in economics... 
    Personal
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Immediate start
    Flexible hours

    Netflix

    Los Gatos, CA
    1 hour ago
  •  ...non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a...  ...ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our... 
    Personal
    Work at office

    Charles Schwab

    Campbell, CA
    5 days ago
  • $1,000 per month

     ...financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500...  ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible... 
    Personal
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Campbell, CA
    4 days ago
  •  ...confidentiality, prepare and implement appropriate products & services Work-Life Balance: Flexible schedule to maximize productivity and personal time Location: Working outside the office in local schools and municipalities Skills & Experience Education:... 
    Personal
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors LLC

    San Jose, CA
    4 days ago
  •  ...immersive weeklong bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your...  ...and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience... 
    Personal
    Full time

    Charles Schwab

    Milpitas, CA
    10 hours ago
  •  ...is integrated in their team. We also have an insurance subject expert whose function is to support and advisors' business by providing...  ...Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate.... 
    Personal
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Jose, CA
    1 day ago
  •  ...solving, helping us challenge the status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an... 
    Personal

    Charles Schwab

    Campbell, CA
    1 day ago
  • $130k - $150k

     ...the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on...  ...& Devices role will serve as a strategic finance partner to international business leaders...  ...accordance with local leave policies and other personal needs to support their evolving work and... 
    Personal
    Work at office
    Local area
    Remote work
    Monday to Thursday
    Flexible hours

    Roku

    San Jose, CA
    4 days ago
  • $125k - $137.7k

     ...the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on...  ...disciplines.About the teamRoku’s Supply Chain Finance team provides global business support to...  ...with local leave policies and other personal needs to support their evolving work and... 
    Personal
    Work at office
    Local area
    Remote work
    Worldwide
    Monday to Thursday
    Flexible hours

    Roku

    San Jose, CA
    2 days ago
  • $77k - $214k

     ...responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results.... 
    Personal
    H1b
    Local area

    PwC

    San Jose, CA
    5 days ago
  • $106k - $146k

     ...’re committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever...  .... The person coming into this role will collaborate across the Finance organization as well as with SPG Operations and Engineering... 
    Personal
    Full time

    Applied Materials

    Santa Clara, CA
    1 day ago
  •  ...Personal Banker The Personal Banker is responsible for winning new business and consumer deposit and loan relationships and deepening existing relationships by delivering exceptional customer service. The personal banker will continue to build foundational sales, service... 
    Personal
    Work at office

    WaFd Bank

    San Jose, CA
    2 days ago
  • $94.7k - $124.1k

     ...Finance Analyst Meet the Team: US Commercial Finance partners...  ...worldwide network of doers and experts, and you'll see that the opportunities...  ...to Work in the U.S. and/or Canada: The starting salary range...  ..., and 4 paid days off for personal wellness determined by Cisco... 
    Personal
    Full time
    Temporary work
    Local area
    Flexible hours

    Webex Events (formerly Socio)

    San Jose, CA
    3 days ago
  • $70 - $90 per hour

     ...Category: Finance, Accounting & Economic AI · Pay: $70–$90 / hr · Location: Remote — US-eligible · Contractor Personal Finance Expert (UK) is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative... 
    Personal
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work
    10 hours per week

    AuraOne

    San Jose, CA
    7 days ago
  • Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new... 
    Personal

    TradeJobsWorkForce

    San Jose, CA
    3 days ago
  • $22.33 per hour

    Personal Banker Location: US-CA-San Jose Address: 1420 El Paseo de, San Jose, CA Min: USD $22.33 /Hr. Max: USD $33.18 /Hr. Job Summary...  ...an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker.... 
    Personal
    Work at office

    WaFd Bank

    San Jose, CA
    4 days ago
  • $75k - $100k

     ...across all 50 states to work from home. In this role, you will build lasting client relationships and help families develop personalized strategies to protect their future. No previous industry experience is required. We provide comprehensive training, mentorship,... 
    Personal
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    VLD Group

    San Jose, CA
    2 days ago
  • $1,000 per month

     ...financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500...  ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible... 
    Personal
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Campbell, CA
    1 day ago
  • $125k - $136k

     ...the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on...  ...& Devices role will serve as a strategic finance partner to international business leaders...  ...accordance with local leave policies and other personal needs to support their evolving work and... 
    Personal
    Work at office
    Local area
    Remote work
    Monday to Thursday
    Flexible hours

    Roku, Inc.

    San Jose, CA
    6 days ago
  • $107k - $172k

     ...determined by the business needs of the team.  Our Ecosystem Strategic Finance team is seeking a Sr. Associate to partner with LinkedIn’s...  ...that provide information about how LinkedIn handles the personal data of employees and job applicants, as well as the E-Verify Participation... 
    Personal
    For contractors
    Work at office
    Flexible hours

    Linkedin

    Sunnyvale, CA
    1 hour ago
  •  ...and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift. Takes personal responsibility for every service outcome. Answers basic questions from members and effectively communicates the credit union’s... 
    Personal
    Temporary work
    Work at office
    Flexible hours
    Shift work

    Excite Credit Union

    San Jose, CA
    9 days ago
  • $23 - $25 per hour

     ...needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in...  ...today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better... 
    Personal
    Full time
    Traineeship
    Work experience placement
    Local area
    Monday to Friday

    OneMain Financial

    San Jose, CA
    9 hours ago
  • $60k - $95k

     ...people make important financial decisions. Financial services experience and licensing are not required. We will train the right person. This is a growth-oriented sales position with the opportunity to work with an established client base while developing new... 
    Personal
    Base plus commission
    Full time
    Work at office

    Burch Boehner - State Farm Agent

    San Jose, CA
    26 days ago
  • $25 per hour

     ...Type Part TimeTeller - Part Time (Los Gatos)If you are a people person who loves to help others and has an eye on a career that pivots...  ...and services we offer to help our membership manage their finances successfully. You'll also be working towards your professional... 
    Personal
    Hourly pay
    Part time
    Work experience placement

    Provident Credit Union

    Los Gatos, CA
    2 days ago
  • $106k - $146k

     ...’re committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever...  ..., Technical Program Management (TPM), Operations, Central Finance group, and FP&A to drive forecasting accuracy and deliver... 
    Personal
    Full time

    Applied Materials

    Santa Clara, CA
    1 hour ago
  • $106k - $146k

     ...’re committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever...  ...forecasts, annual planning, and target setting.Partner with finance leadership and business stakeholders to drive spending... 
    Personal
    Full time

    Applied Materials

    Santa Clara, CA
    1 day ago
  •  ...Job Description Job Description Here's a short and polished JD : Investment & Finance Expert Role Type: Contractor Location: Remote About the Role We are looking for finance professionals with experience in investment banking, private equity, venture... 
    Remote job
    For contractors

    YO AI Labs

    San Jose, CA
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Finance Expert (Canada). Be the first to apply!