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Virtual Financial Planner

Student-Friendly Entry-Level
Company

IRONSHIELD Financial Planning Inc.

Location

Remote, Canada

Posted

June 02, 2026

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About This Opportunity

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...