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Abdallah khodja aniss Skander

Abdallah khodja aniss Skander

Private banker

Accounting / Finance

Montréal, Montréal

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About Abdallah khodja aniss Skander:

Canadian banking professional with over 3 years of experience serving high-net-worth clients across wealth management, investment advisory, and portfolio construction. Proven track record with major banks including TD, CIBC, and Laurentian Bank. Certified CIM, CSC, and Financial Planning (FP1 & FP2), fluent in Arabic, English, French, and Spanish. Passionate about delivering tailored financial solutions and building lasting client relationships globally. Seeking to leverage expertise in a dynamic Gulf-region financial institution.

Experience

Abdallah Khodja Aniss Skander is an experienced private banker and wealth manager with over three years in the Canadian banking sector. He has worked with TD, CIBC, and Laurentian Bank, supporting high-net-worth clients (HNWC) with tailored wealth management, portfolio construction, investment advisory, and lending solutions.

At Laurentian Bank, he excelled as a Private Banker, managing HNW portfolios, delivering integrated wealth and credit solutions, and specializing in discretionary portfolio management and ESG investing. He exceeded asset acquisition targets by bringing in $30M (126% of goal).

Previously, at TD and CIBC, he held advisory roles, providing customized mortgage, loan, and credit solutions, while building strong client relationships and simplifying complex financial strategies for diverse clientele.

His early career included fraud analysis at CIBC, where he safeguarded client data and resolved fraudulent transaction disputes efficiently.

Education

Education Summary

Certified Investment Manager (CIM) – Canadian Securities Institute

Advanced Investment Strategies (AIS) – Canadian Securities Institute, 2024

Wealth Management Essentials – Canadian Securities Institute, 2024

Financial Planning Certification (FP1 & FP2) – Canadian Securities Institute, 2023

Bachelor’s Degree in Finance & International Marketing – Université du Québec à Montréal (UQAM), 2019

Ongoing: International Wealth Management Certificate

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