Financial Services Consultant | Remote
About the role
Position: Financial Services Expert
Type: Contract
Compensation: $80 - $110/hour
Location: Remote
Commitment: 10-40 hrs/week
Role Responsibilities
Analyze and assess a variety of personal financial scenarios, leveraging industry expertise to ensure accurate evaluation. Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns. Develop structured rubrics for evaluating AI-generated financial recommendations based on accuracy, clarity, and ethical considerations. Provide detailed, actionable feedback on AI outputs, highlighting strengths and areas for improvement in financial reasoning. Collaborate asynchronously with project coordinators and other domain experts through written and verbal channels. Contribute insights from tax planning, investment, and personal finance best practices to shape project deliverables.
Requirements
Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning. Familiarity with commonly used frameworks and rubrics for financial decision-making and client assessment. Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely. Background in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households. Analytical mindset and attention to detail when reviewing and critiquing content. Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards.
Application Process
Easy Apply on LinkedIn Check email for next steps Participate in resume evaluation & interview stage
Not the right fit? Search for Financial Services Consultant jobs in Canada
About Crossing Hurdles
At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals. Our focus is on connecting organisations with top-tier talent by sourcing, screening, and presenting only the top 1% of candidates across a wide range of industries. We work closely with clients to understand their unique needs, ensuring that we find candidates who not only fit the role but also align with their organizational culture.
Over the past few quarters, we've successfully partnered with leading companies such as Angel One, Ixigo, Turing, Cars24, Veera, ABP Network, Battery Smart, Zavya, and Twin Engineers. Our expertise spans various sectors, including Tech, Product, Sales, Customer Support, Growth, Finance, and Marketing. At Crossing Hurdles, our mission is to help organizations thrive by matching them with exceptional talent while simultaneously enabling candidates to find opportunities that foster long-term career growth and development.
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Financial Services Consultant | Remote
About the role
Position: Financial Services Expert
Type: Contract
Compensation: $80 - $110/hour
Location: Remote
Commitment: 10-40 hrs/week
Role Responsibilities
Analyze and assess a variety of personal financial scenarios, leveraging industry expertise to ensure accurate evaluation. Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns. Develop structured rubrics for evaluating AI-generated financial recommendations based on accuracy, clarity, and ethical considerations. Provide detailed, actionable feedback on AI outputs, highlighting strengths and areas for improvement in financial reasoning. Collaborate asynchronously with project coordinators and other domain experts through written and verbal channels. Contribute insights from tax planning, investment, and personal finance best practices to shape project deliverables.
Requirements
Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning. Familiarity with commonly used frameworks and rubrics for financial decision-making and client assessment. Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely. Background in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households. Analytical mindset and attention to detail when reviewing and critiquing content. Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards.
Application Process
Easy Apply on LinkedIn Check email for next steps Participate in resume evaluation & interview stage
Not the right fit? Search for Financial Services Consultant jobs in Canada
About Crossing Hurdles
At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals. Our focus is on connecting organisations with top-tier talent by sourcing, screening, and presenting only the top 1% of candidates across a wide range of industries. We work closely with clients to understand their unique needs, ensuring that we find candidates who not only fit the role but also align with their organizational culture.
Over the past few quarters, we've successfully partnered with leading companies such as Angel One, Ixigo, Turing, Cars24, Veera, ABP Network, Battery Smart, Zavya, and Twin Engineers. Our expertise spans various sectors, including Tech, Product, Sales, Customer Support, Growth, Finance, and Marketing. At Crossing Hurdles, our mission is to help organizations thrive by matching them with exceptional talent while simultaneously enabling candidates to find opportunities that foster long-term career growth and development.