Commitment
Flexible (~15 hours/week, scalable to 30+ hours)
Role Responsibilities
• Create tasks and deliverables based on common real-world personal finance requests
• Apply professional judgment to diagnose and solve domain-specific financial scenarios
• Contribute structured written outputs to support AI research and model improvement
• Ensure clarity, accuracy, and practical relevance in all financial content
• Work independently while adhering to defined research guidelines and timelines
Requirements
• Strong professional experience as a personal financial advisor or related role
• Strong domain expertise in personal finance and advisory workflows
• Excellent written communication skills with strong grammar and spelling
• Ability to work independently in a remote, flexible environment
• High attention to detail and consistency in deliverables
This is a strong role to take on the Wealth Manager | Remote role at Crossing Hurdles.
We are looking to fill the Wealth Manager | Remote position at Crossing Hurdles in Canada.