Virtual Financial Planner

About Us

IRON SHIELD 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.

Location: Virtual (Canada/Ontario preferred)

Compensation: Base Salary + Performance Comp

Start Date: Immediate

• Serve business owners with comprehensive financial planning using IRON SHIELD'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.

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

• An existing client base (ideally includes business owners)
• Familiarity with fee-based advisory models

• Guided Scalability:
  Leverage our technology, admin support, and industry relationships to focus on high-value advisory.
• Double Industry Growth:
  Average household potential nearly 2x market standards. 12
• Eliminate Guesswork:
  Pre-built sales/fulfillment processes with 40–50% efficiency gains.

Submit your resume and a 150-word statement on "How a process-driven approach elevates client outcomes" to

This plan prioritizes candidates who align with IRON SHIELD's systems-first philosophy while addressing industry pain points (e.g., lack of support and inefficient acquisition).

The compensation range and remote flexibility target planners frustrated by capped earnings and rigid dealer models.