Mortgage Branch Operations Manager (Grande Prairie)

Mortgage Branch Operations Manager (Grande Prairie)

05 Oct
|
Farm Business Consultants
|
Grande Prairie

05 Oct

Farm Business Consultants

Grande Prairie

Position Title: Branch Operations Supervisor Location: On-site in Grande Prairie, AB Employment Type: Full-time, Permanent Established in 1952 as a family business with deep roots in rural communities, FBC has grown to become one of Canada’s largest tax and financial consulting firms for small businesses. With 12 branches across the country, we support over 15,000 Canadian entrepreneurs and small business owners, including farmers, construction contractors, skilled trades, and self-employed professionals. At FBC, a membership is more than just a single tax filing—it’s a long-term partnership.

We work alongside our Members throughout their lives, saving them over 22 million dollars through year-round collaboration on optimal tax strategies and planning, allowing them to focus on what matters most: running their businesses and enriching their communities. Lead People, Drive Branch Performance, and Deliver Exceptional Member Service with FBC! We are seeking a passionate Branch Operations Supervisor with a strong coaching mindset and proven experience leading high-performing teams.

The ideal candidate thrives in a collaborative environment, values diverse perspectives, and is energized by the opportunity to lead branch operations while developing people and driving business results.

As Branch Operations

Supervisor, you will be accountable for the overall performance, production, operations, and Member experience within the branch. While leading and developing a team of Tax Advisors, you will also provide direct leadership and operational oversight to the branch's Member Care Coordinators (Client Service Coordinators), ensuring exceptional service delivery, efficient workflows, and achievement of business objectives. Reporting to the Regional Manager, you will provide leadership, coaching, and operational direction to both Tax Advisors and Member Care Coordinators while partnering closely with regional support teams to drive production, service excellence, Member retention, and business growth.

This position requires occasional travel throughout the region. Recruit, coach, train, and develop Tax Advisors and Member Care Coordinators to build and maintain high-performing teams. Foster a positive, motivating, and accountable work setting focused on collaboration, performance, and continuous improvement.

Conduct regular one-on-one meetings and team sessions to monitor performance, provide feedback,



and support employee development. Lead onboarding and ongoing training initiatives to ensure employees are equipped to meet performance and service expectations. Use performance metrics, quality reviews, and coaching conversations to support employee growth and continuous improvement.

Build team capability through ongoing coaching, mentorship, succession planning, and development initiatives. Lead the day-to-day operations of the branch to ensure efficient workflows, service quality, and operational excellence. Manage branch production, capacity planning, resource allocation, and performance to achieve operational and business objectives.

Monitor objectives and key results and implement strategies to improve productivity, efficiency, and quality outcomes. Identify operational challenges and implement solutions that improve branch performance and service delivery. Ensure branch policies, procedures, and operational standards are consistently followed.

Deliver on Renewal and New Business Targets Manage staff performance, productivity, and sales activities across the branch. Guide employees in achieving renewal, new business, production, and service objectives. Oversee training and development initiatives that support team growth and success.

Ensure branch goals and performance expectations are consistently met. Build and nurture relationships with Members and business contacts throughout the region. Ensure a consistent, high-quality Member experience across all branch interactions.

Monitor and evaluate Member Care Coordinator performance through service interactions, performance metrics, and quality reviews.

Drive Regional Business Growth

Identify and capitalize on new business opportunities across the region. Leverage business insights, service trends, and operational data to enhance branch performance and support growth initiatives. Drive team performance in sales, renewals, and value-added service offerings. 2+ years of leadership experience managing professional services, customer service, operations,



or administrative teams, ideally within tax, accounting, financial services, or a related industry. ~ Experience with accounting or tax-related software is considered an asset, with preference given to TaxPrep, Xero, or similar platforms. ~ Demonstrated success improving operational efficiency, service delivery, and business performance. ~ Proven ability to coach, mentor, and develop employees to achieve performance objectives. ~ Strong track record of building and maintaining client relationships. ~ Experience analyzing performance metrics, identifying trends, and implementing improvements.

Proven ability to lead, coach, and develop both in-person and remote team members. Strong analytical skills with the ability to interpret data, identify trends, and recommend actions. Strong understanding of customer service principles and operational best practices.

Proficiency with Microsoft Office Suite and the ability to quickly learn new systems and technologies. Ability and willingness to travel occasionally within the region. At FBC, we’re committed to helping you grow into the best version of yourself—whether that’s mastering your craft or leveling up your career.

With competitive pay, solid benefits, and endless opportunities for development, we’re not just focused on the here and now, but on where you’re headed. Integrity is the foundation of everything we do, so you can always count on us to have your back. We believe that every voice counts and every idea matters, as innovation keeps us building for the future.

This role receives a base salary and is eligible for a variable, performance-based bonus. Bonus eligibility is determined by individual and company performance metrics. We are an equal opportunity employer and are committed to building a diverse and inclusive workplace that reflects the communities we serve across Canada.

We welcome applications from all qualified individuals, including but not limited to women, members of visible minorities, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, and others who may contribute to the diversification of our workforce. Accommodations are available on request during all stages of the recruitment and selection process, in accordance with applicable human rights and accessibility legislation across Canada.

📌 Mortgage Branch Operations Manager (Grande Prairie)
🏢 Farm Business Consultants
📍 Grande Prairie

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