The Opportunity

Promising Business Opportunities as Advice-Only Financial Planners

With change comes opportunity
Sweeping reforms, designed to better align interests of financial advisors and clients, are beginning to take hold in Canada. Canadians seek greater fee transparency and unbiased financial advice that moves them closer to achieving their goals. Money Coaches Canada is at the forefront of an innovative business solution for providing financial planning services.

Today, there are approximately 125,000 commission-based financial advisors in Canada. And fewer than 200 advice-only financial planners, more than 10% of whom are part of the Money Coaches Canada network. Distinguish yourself from the crowd, create a competitive differentiator, and harness the inevitable change transforming our industry by becoming a Money Coaches Canada Associate.

But success demands a new approach
Money Coaches Canada has become the nation’s leading provider of advice-only financial planning by developing a unique, turn-key business system for those interested in a career as a fee-for-service financial planner.

We offer a national brand that clients recognize and trust. We provide an innovative, effective training process that combines the fundamentals of coaching with advanced financial planning techniques — the Money Coaches Canada Financial Well-Being Coaching System™

And with More Clients Guaranteed™, our ongoing marketing and business development program, your practice will be up and running quickly. Our 12 step business development program, complimented by national marketing and media relations campaigns, and ongoing business mentorship are just a few of the services designed to help you meet more clients, and grow revenues.

Learn and deliver financial planning the Money Coaches Canada way.

We don’t believe in the status-quo
We are not your traditional financial services firm. We embrace independence, and work with those that support our mission to “take the worry out of money”.

Money Coaches Canada was established upon the belief that clients deserve unbiased, transparent financial advice that makes a difference in their lives. These are our values; they guide our actions and fuel our passion.

We work exclusively with Associates that share our values, and believe in the power of collaboration, education and empowerment.

And you’re ready to bring change to Canadians
Our Money Coaches are independent contractors that work hand-in-hand with clients to design practical and achievable day-to-day and long term money management plans. We assist clients achieve their goals by helping them get out of debt, save, make educated financial decisions, and ultimately, feel good about money.

We are looking for those passionate about helping others manage, and make the most of their money. Self-directed entrepreneurs who want to work independently, but not alone, and those that believe financial education and planning are skills that every Canadian requires, make ideal Money Coaches. We are particularly interested in speaking with financial professionals with their CFP® designation, MBA, CA, CGA or equivalent and/or experience in the financial services industry.

Where do we go from here?
If you’ve earned your CFP designation, and have at least 5 years of experience within the financial industry, let’s stay in touch. Please complete the following fields – we will contact you when we begin the process of enrolling new Money Coaches.