Financial Advisor – Interview Platform Experience

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🔥 3 hours ago

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Terac

1 - 10 employees

Founded 2025

🤖 Artificial Intelligence

🤝 B2B

Artificial Intelligence • B2B • Market Research

Terac is automating market research by sourcing participants, conducting interviews, and analyzing results in hours rather than weeks. Utilizing advanced AI technology, it enables companies to gain deep insights through interviews with a diverse audience. Terac emphasizes efficiency and speed in delivering comprehensive market research solutions, making it an invaluable tool for businesses seeking rapid feedback and data-driven decision-making.

📋 Description

• Walk participants through their typical daily routine and client management workflow • Evaluate the strengths and limitations of primary investment platforms • Discuss how firm structure influences software requirements • Share feedback on how financial technology could better serve independent practices • Participate in a remote, AI-moderated video interview

🎯 Requirements

• Practicing financial or investment advisor based in Canada • Currently affiliated with an independent firm, credit union, or non-major bank • Hands-on experience using professional investment and portfolio management platforms • Actively manage client portfolios • Regularly use investment platforms • Comfortable participating in a remote video interview discussing workflow

🏖️ Benefits

• Paid study compensation of $45 one-time • Interview link sent within minutes of applying

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