Head Office Financial Planner Role Application
IMPORTANT: PLEASE READ THE FULL JOB POSTING DETAILS BEFORE APPLYING

We're so excited that you're interested in joining The IRONSHIELD Financial Planning head office team as a Financial Planner.

Please answer the following questions and THEN send your cover letter and case study video to hr@ironshield.ca. with the secret subject line.

Please write the word "planning" as the answer to the final question of this application to show us your attention to detail.

Applications are due by December 20th, 2020 at 11:59pm ET (late applications will not be accepted).
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Email *
What is your Full Name? *
Please explain where you're currently working from/located/based? *
Describe why the phrase "Helping people manage what they can't afford to lose through financial planning" is meaningful to you? *
Answer like the beautiful human being that you are and not based on what you think we want to hear.
Are you available to start working as a head office financial planner by January 15th, 2021? *
Have you done any personality assessments (KOLBE, DISC, etc...? If so, please share your results. *
When did you get your CFP™ (or equivalent)? *
Have you written a full financial plan for a client before? *
Over the past year, how many clients have you written a financial plan for? *
Do you hold an IIROC or MFDA license? *
Do you hold an Insurance license? *
Have you sold investment products before? *
Have you sold term insurance before? *
Have you sold Universal Life insurance before? *
Have you sold Whole Life insurance before? *
What does your ideal work week look like? *
Why do you want to work at IRONSHIELD Financial Planning? *
Do you prefer to use a Mac or a PC? *
Which do you prefer, iPhone or Android? *
What is your favourite hobby(ies)? *
Anything else you want us to know? *
Remember, this is an important question.
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