Financial Advising Expert job opportunity at Weekday AI.

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Date2025-10-01T09:03:55.379Z bot
Weekday AI Financial Advising Expert
Experience: 2-years
Pattern: Part-time
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Canada

This role is for one of the Weekday's clients We are seeking experienced Financial Advisors to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. Your insights will be critical in ensuring AI-powered solutions are accurate, compliant, and effective in delivering high-quality financial advice. You will directly influence how AI handles core advisory functions such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies. Key Responsibilities Evaluate AI-generated financial plans and outputs for accuracy, compliance, and client suitability Calibrate investment and retirement planning models for soundness and alignment with client needs Simulate and review workflows such as asset allocation, risk profiling, and retirement income planning Refine AI-generated reports, recommendations, and financial documents for real-world client use cases Collaborate asynchronously with AI and product teams to enhance reliability and trust in AI-driven advisory systems Ideal Qualifications 2+ years of experience as a Financial Advisor, Wealth Manager, or related advisory role Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus Strong knowledge of financial planning principles, including retirement, estate, and investment planning Excellent client-facing communication skills with the ability to explain complex strategies clearly Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising Project Timeline Start Date: Immediate Duration: 1–2 months Commitment: ~20 hours/week, part-time Schedule: Fully remote and asynchronous – flexible working hours Compensation & Contract Competitive rate: $70–$95 USD/hour (based on experience) Performance-based bonuses available Independent contractor role

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