- Travel enthusiast, cook & foodie, scuba diver, cyclist, tennis player & golfer
James Bickerton
Ottawa,Ontario
Summary
As a District Vice President at Mackenzie Investments, I specialize in growing client relationships and managing a diverse range of financial products, including Alternative Investments, ETFs & Mutual Funds. My strategic approach to sales planning, driven by a deep understanding of advisor needs, consistently exceeds growth targets. Known for exceptional client satisfaction and strong team leadership, I navigate challenges effectively, boosting both client trust and investment performance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
District Vice President
Mackenzie Investments
11.2019 - Current
- Developed deep & mutually beneficial relationships, growing the Ottawa territory to $1.42bn in AUM vs $1.23bn since taking over in 2019
- Currently managing 2nd largest mutual fund & the largest ETF territory at Mackenzie Investments by AUM
- Accelerated distribution by representing our brand with integrity and purpose. Led the country in New Supporter conversions & $1m buyers
- Successfully positioned Private Credit, Private Equity & Private Infrastructure to advisors via Northleaf Capital Partners
- Utilized Salesforce, LinkedIn & other platforms to increase territory coverage & deliver timely & actionable follow up with 400 IIROC Advisors in our territory
- Pivoted the business quickly during COVID to remote coverage without giving up prospecting efforts & coverage (Webex, Teams, Zoom)
- Deep understanding of capital markets, dealer platforms & investor trends have led to a faster adoption of product & meaningful relationships
- Provided leadership, insight and mentoring to newly hired employees which contributed to team member promotions. Responsible for developing and implementing a business plan & sales strategy that consistently exceeds targets.
Business Development Manager
Mackenzie Investments
12.2015 - 11.2019
- Identified potential clients, built relationships, and created lasting business relationships
- Consistently surpassed Gross, Net & ETF sales targets
- Delivered high activity within the territory with purposeful & targeted prospecting
- Developed deep understanding of compliance and regulatory obligations
Education
Bachelor of Arts With Honours - Political Science
Queen's University
Kingston, ON05-2014
Bachelor of Arts - Bilateral Student Exchange Program
University of Groningen Rijksuniversiteit
Groningen, Netherlands 01-2013
Skills
- Excellent relationship management & communication
- Exceptional sales planning & execution to exceed targets
- Highly resilient & professionally persistent
- Consultative sales attracting UHNW clients for advisors
- Innately curious about what motivates people
- Strong listening skills that foster mutually beneficial relationships
Accomplishments
- 2025 Wealth Professional Top 50 Wholesaler Award Winner
- 2024 Advisor Perception Survey: 1st Quartile (Wholesaler)
- 2023 Everest Award Winner Mackenzie Investments: Top ETF Sales & Top New Supporters
- 2023 Advisor Perception Survey: 1st Quartile (Wholesaler)
- 2022 Everest Award Winner Mackenzie Investments: Top Net Sales, Top ETF Sales & Wholesaler of the Year
- 2022 Advisor Perception Survey: 1st Quartile (Wholesaler)
- 2021 Everest Award Winner Mackenzie Investments: Rookie of the Year Award
- 2021 Advisor Perception Survey: 1st Quartile (Wholesaler)
- 2020 Everest Award Winner Mackenzie Investments: Momentum Award
- 2020 Advisor Perception Survey: 1st Quartile (Wholesaler)
- 2019 Everest Award Winner Mackenzie Investments: New Product Award
- 2019 Advisor Perception Survey: 1st Quartile (Inside Wholesaler)
- 2018 Everest Award Winner Mackenzie Investments: Business Development Manager of the Year Award
Certification
- Chartered Investment Management (CIM) - CSI
- Portfolio Management Techniques – CSI
- Investment Management Techniques – CSI
- Alternative Investments - CSI Alternative Strategies: Hedge
- Funds & Liquid Alts - CSI ETFs: Evolution & Emerging Trends
- CSI Canadian Securities Course - CSI
Interests
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
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