James Bickerton
Ottawa,ON
Summary
As a District Vice President at Mackenzie Investments, I stand out for leading national sales through strategic relationship-building and a deep understanding of advisor needs. My approach combines market insight with a focus on financial innovation, driving growth and surpassing targets. Renowned for exceptional client satisfaction and team leadership, I excel in turning challenges into opportunities, setting new benchmarks in performance and trust.
Overview
8
8
years of professional experience
1
1
Certification
Work History
District Vice President
Mackenzie Investments
Ottawa, ON
11.2019 - Current
- Developed deep & mutually beneficial relationships with existing & prospective advisors
- Accelerated distribution by representing our brand with integrity and purpose
- Utilized technology to maximize the efficiency of territory coverage & sales adoption
- consistently exceeded both ETF, Alternatives & Mutual Fund sales targets
- Grew territory assets consistently while focusing on net new assets without sacrificing long term relationships
- Developed a strong relationship with dealer members to ensure alignment in positioning in order to further the sales process
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Coordinated events with purpose to drive net new business and awareness
Business Development Manager
Mackenzie Investments
Toronto , Ontario
12.2015 - 11.2019
- Identified potential clients, built relationships, and creating last business relationships
- Consistently surpassed Gross, Net & ETF sales targets
- Delivered high activity within the territory with purposeful prospecting
Education
Bachelor of Arts With Honours - Political Science
Queen's University
Kingston Ontario05-2014
Bachelor of Arts - Bilateral Student Exchange Program
University of Groningen Rijksuniversiteit
Groningen, Netherlands 01-2013
Skills
- Excellent relationship management skills & communication skills
- Excellent organizational skills & focus
- Strong ability to develop, prioritize & execute on sales plan within Team
- Highly resilient & professionally persistent
- Consultative Sales & ability to help clients attract UHNW clients
- Strong listening skills & curious about what makes motivates people
Certification
- Investment Management Techniques - CSI
- Alternative Investments - CSI
- Alternative Strategies: Hedge Funds & Liquid Alts - CSI
- ETFs: Evolution & Emerging Trends - CSI
- Canadian Securities Course - CSI
Accomplishments
- 2023 Everest Award Winner Mackenzie Investments: Top ETF Sales & Top New Supporters
- 2022 Everest Award Winner Mackenzie Investments: Top Net Sales, Top ETF Sales & Wholesaler of the Year
- 2021 Everest Award Winner Mackenzie Investments: Rookie of the Year Award
- 2020 Everest Award Winner Mackenzie Investments: Momentum Award
- 2019 Everest Award Winner Mackenzie Investments: New Product Award
- 2018 Everest Award Winner Mackenzie Investments: Business Development Manager of the Year Award
Affiliations
- Travel enthusiast, foodie, scuba diving, cyclist, tennis player & golfer
References
References available upon request.
Timeline
District Vice President
Mackenzie Investments
11.2019 - Current
Business Development Manager
Mackenzie Investments
12.2015 - 11.2019
Bachelor of Arts With Honours - Political Science
Queen's University
Bachelor of Arts - Bilateral Student Exchange Program
University of Groningen Rijksuniversiteit
Similar Profiles
Tsun Hong AuTsun Hong Au
Senior Trust Accountant (Treasury) at Mackenzie InvestmentsSenior Trust Accountant (Treasury) at Mackenzie Investments
Aryeh Nissan, CIM®Aryeh Nissan, CIM®
District Vice President at Mackenzie InvestmentsDistrict Vice President at Mackenzie Investments
David BarbuDavid Barbu
Summer Analyst Intern at Mackenzie InvestmentsSummer Analyst Intern at Mackenzie Investments
Thierno BarryThierno Barry
Client Relations Representative at Mackenzie InvestmentsClient Relations Representative at Mackenzie Investments
Mostafa Saad AwadMostafa Saad Awad
Food Service Attendant at Bruyere HealthFood Service Attendant at Bruyere Health