Virtual Financial Planner
Location
Remote, Remote
Job Type
Full-time
Category
Other-General
Posted
June 02, 2026
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...