4.1 Demonstrates leadership skills in the immigration and citizenship consulting profession.
4.1.1 Demonstrates understanding of social situations and team dynamics.
4.1.2 Applies mentoring skills to support others in practice.
4.1.3 Acts as an expert in the Canadian immigration and citizenship field by providing advice and consultation to clients and other professionals.
4.1.4 Recognizes limitations of others and provides support when needed.
4.2 Investigates, accesses and determines the consulting/business structure options to support a viable business plan.
4.2.1 Outlines the major steps needed to establish a sole practice or corporation.
4.2.2 Conducts a competitive analysis to determine level of need for services in the region.
4.2.3 Reflects on strengths, skills, potential opportunities, and threats to business, and devises means to mitigate business risks.
4.2.4 Develops a business plan which serves as a guide to the business’s operations and communicates the company’s purpose and vision.
4.2.5 Establishes an operational budget needed to run the business and to provide services.
4.2.6 Establishes ethical billing practices in keeping with industry standards and regulatory requirements.
4.2.7 Adheres to regulatory requirements for registering a sole proprietorship, partnership, corporation or firm.
4.2.8 Adheres to regulatory requirements for registering a business name.
4.3 Applies principles of ethical marketing and advertising practices in accordance with regulatory standards.
4.3.1 Ensures that marketing information is truthful, accurate, verifiable and upholds the ethical and professional reputation/image of the profession.
4.3.2 Acts with professional courtesy toward competitors and adheres to the Code of Professional Conduct.
4.3.3 Ensures that all claims used in testimonials or endorsements are true and verifiable and have been reviewed and approved in writing for public use by the client or the former client.
4.3.4 Ensures that the RCIC’s name as registered with the College is prominently displayed at or near the beginning of the advertising or promotion.
4.4 Prioritizes and manages projects and workflow to ensure timely, efficient, and effective delivery of services.
4.4.1 Establishes realistic and attainable goals and timelines to complete projects and tasks.
4.4.2 Applies project management skills to manage projects and deliverables.
4.4.3 Identifies competing issues and prioritizes according to level of urgency and needs.
4.4.4 Accurately and honestly communicates priority issues and timelines to client and relevant others (e.g. staff, agents, colleagues).
4.4.5 Allocates resources for optimal client service and business operation.
4.4.6 Prioritizes current workload based on client factors, known deadlines and the application process.
4.4.7 Tracks timelines and deadlines to monitor progress of the application or services.
4.4.8 Ensures agreed upon deliverables are met within established timelines.
4.4.9 Takes action to ensure continued progress of the application and timely delivery of services.
4.4.10 Maintains contact with the client at stated milestones of the case or process.
4.5 Manages human resource activities that adhere to applicable legislation and regulations.
4.5.1 Assigns responsibilities to staff and team members according to professional scope of practice and individual levels of competence.
4.5.2 Takes steps to manage and report incompetent, unethical, and unsafe practice, according to regulatory requirements and standards.
4.5.3 Provides necessary training and professional growth opportunities to support the continuing competence of staff.
4.5.4 Supports staff compliance with applicable laws, policies, procedures, and established systems.
4.5.5 Complies with human resource legislation and regulations.
4.5.6 Provides staff with regular formative feedback to support reflective practice.
4.5.7 Conducts performance reviews of staff that include the provision of constructive feedback and identify required remediation.
4.5.8 Respects the cultural needs of staff and team members.
4.5.9 Obtains informed consent from the client or the substitute decision-maker for the involvement of staff and/or others in the provision of services.
4.6 Provides oversight of immigration Agents in accordance to regulatory requirements to ensure ethical, competent, and appropriate services.
4.6.1 Enters into an Agent Agreement with the Agent that describes the scope of services and working relationship between the Agent and the RCIC.
4.6.2 Registers the Agent with the College.
4.6.3 Assigns tasks that are compatible with the personal competence and scope of practice of the agent to ensure client needs are met.
4.6.4 Takes responsibility for all work completed by the agent(s).
4.6.5 Implements a process to ensure the Agent complies with legislation, regulations, regulatory requirements and the Code of Professional Conduct for the profession.
4.6.6 Obtains client consent for the involvement of the Agent.
4.7 Reviews business practices and performance to ensure efficient and quality service.
4.7.1 Establishes processes and tools to evaluate the effectiveness of business practices and client service.
4.7.2 Analyzes business practices and financial data to support fiscally responsible decision making.
4.7.3 Analyzes client interactions and client satisfaction to enhance services.
4.8 Employs conflict resolution skills to effectively manage conflict or disagreement with others.
4.8.1 Considers own emotions, as well as the emotions of others, to prevent escalation of a situation.
4.8.2 Uses persuasive communication skills to influence and produce a desired outcome during negotiations and conflict resolution discussions.
4.9 Utilizes financial management practices that ensure the appropriate provision of client services.
4.9.1 Maintains accurate, current, and legible financial records that adhere to provincial and federal legislation and regulatory requirements.
4.9.2 Ensures that accounting and/or bookkeeping systems are in place and adhere to legislation and regulations.
4.9.3 Provides clients with and maintains a copy of all invoices and payment receipts.
4.9.4 Clearly outlines fee and payment schedule to clients.
4.9.5 Ensures that fees are fair and reasonable and are clearly communicated to the client.
4.10 Develops and communicates a succession plan for emergencies or unplanned absences, and temporary and permanent cessation of practice, to ensure continuity and continuation of client services.
4.10.1 Establishes appropriate arrangements for planned and unplanned practice absences, including assigning suitable powers of attorney respecting the practice.
4.10.2 Makes the appropriate arrangements to transfer client records when closing and/or selling practice, according to the standards of the profession.
4.10.3 Documents a succession plan and communicates the arrangement to the appropriate person(s).