Virtual Financial Planner

About Us

IRONSHIELD empowers financial planners to break free from product-centric models through end-to-end infrastructure support, proven client acquisition systems, and training to accelerate revenue growth.

Role Overview

Location: Virtual (Canada/Ontario preferred)

Compensation: Base Salary + Performance Comp

Start Date: Immediate

Key Responsibilities

• Serve business owners with comprehensive financial planning using IRONSHIELD's step-by-step process.
• Achieve monthly sales targets through social selling and nurtured lead pipelines.
• Maintain 90%+ client satisfaction ratings via structured fulfillment workflows.

Requirements

• Active insurance license + 5+ years in financial services
• Experience working with business owners
• Knowledgeable with financial planning software
• CFP designation (or equivalent) or willin...