Lead, Mentor and Transform the Next Generation of Advisors
Join Our Boutique Team of Business Coaches
At The Personal Coach, we do things differently and intentionally. We’re a boutique coaching firm that partners with financial advisors across Canada to help them build better businesses and live more fulfilling lives.
If you’re a seasoned advisor with a passion for mentorship, leadership, and growth, we’d love to connect!
Get our 'Intro Kit' for a complete overview of everything we do and value at The Personal Coach.
Creating Momentum for
Confidence, Focus and Freedom
At The Personal Coach, we believe that great coaching changes more than numbers: it transforms lives. Over the last 22 years, we have been building a boutique team of experienced financial coaches who are ready to mentor advisors across Canada, share hard-earned wisdom, and
help practices thrive.
If you bring a proven track record in financial services, emotional intelligence, and a passion for leadership,
there’s room for your voice here.
You’ll enjoy a remote-friendly, flexible work environment, meaningful responsibility, collaboration with industry-seasoned peers, and real impact helping advisors build stronger practices while you build your own career.
Who You Are
We're seeking experienced advisors or professionals
in the financial services industry who:
Have a successful track 5+ years record as a financial advisor or business coach.
Understand the realities and opportunities of running a practice.
Are skilled communicators with strong emotional intelligence.
Are energized by helping others succeed.
Want to work in a collaborative, supportive, and flexible environment.
Proven ability to mentor, consult, and help translate strategy into action
What You'll Do
We're seeking experienced advisors or professionals in the financial services industry who:
Provide one-on-one coaching to advisors and their teams.
Potential to develop and host your own program on our platform.
Help shape customized strategies in areas like client acquisition,
operations, succession, branding & more.
Support continuous implementation & follow-ups strategies get results.
Collaborate with fellow coaches on curriculum, content and
best practices.
At The Personal Coach, we value flexibility, collaboration, and personal growth. Our team enjoys the freedom of a flexible schedule with remote work options, opportunities for professional development and thought leadership, and the chance to contribute to meaningful projects that directly impact financial advisors and their teams. We foster a
low-ego, high-trust environment where your expertise is respected, your ideas are heard, and your work supports both professional success and personal balance.
Our Values
as a boutique team of coaches dedicated to advisor success.
Our beliefs guide our coaching.
Could they be yours too?
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Advisors ahead of the curve will be more successful
There are massive opportunities available for the best advisors. The financial industry continues to face substantial change. There is downward pressure on fees, more demanding clients, increasing regulation, and less support from companies. Those who anticipate and embrace change will be ahead of the curve.
The most important agenda is your agenda.
Many financial companies and suppliers have changed from being advisor-focused to product-focused. Training and coaching programs offered internally, for free, have limited resources and are focused on their agenda, not yours.
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This can be a lonely business
Advisors may belong to study groups or professional associations, but this does not give them a thinking partner or the accountability, leadership, and direction that they may desire, as well as the ability to be as completely vulnerable as they can be with a coach.
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Many advisors don't run their business like
a business
Business owners must wear many hats, from sales and marketing to human resources to financial management, just to name a few. This requires not just technical and sales skills but proficiency in creating vision and direction, building and leading teams, brand differentiation, and business building.
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A collaborative team approach
is the most effective
One plus one is more than two. Effective collaboration produces results that are greater than each individual’s contribution. This applies whether you build your own team internally or create a virtual team of external resources.
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Process and structure give you freedom
Most advisors don’t spend enough time working on their business to develop systems for routine activities and to plan and strategize for the future. The format of our coaching relationship ensures this happens.
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Ideas are a dime a dozen
The person who implements them, however, is priceless. This is a quote from Mary Kay Ash, Founder of Mary Kay Cosmetics, that resonates. Ideas are useless without accountability. You’re wasting your time if you
don’t implement.
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“Work hard, play hard” is a cliché, but if you’re not finding time to enjoy your business and your life, what’s the point?
You need to have FUN!
When you join our team, you'll be a part of a group that values:
1
COLLABORATION
2
LEARNING
3
TEAM EXCELLENCE
4
CONSULTING
Want to Work With Us?
You’ll have the opportunity to share your expertise and help other advisors grow, all within a flexible, remote-friendly environment that offers purpose.
You'll be part of a collaborative team that values professional and personal growth, and you'll make a real impact in a high-trust, low-ego culture where your contributions truly matter.