Djaffer Maloufi
Head of Product | Advisor & Wealth at Equisoft | Montreal, Quebec, Canada
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Djaffer Maloufi serves as the Head of Product at Equisoft, where he leverages his 18 years of experience in financial services to drive innovation and enhance the user experience across a diverse portfolio of insurance and investment technology products. His leadership encompasses a wide array of tools, including CRM systems, financial planning applications, and quoting solutions, all designed to empower financial advisors and improve client outcomes. Djaffer's strategic vision is rooted in a deep understanding of market dynamics and customer needs, enabling him to identify growth opportunities and set a clear product vision that aligns with the evolving landscape of financial advisory.
At Equisoft, Djaffer collaborates closely with cross-functional teams, including product development, customer success, sales, and marketing, to ensure that each product not only meets market demands but also exceeds customer expectations. His expertise in qualitative data analysis and product validation plays a crucial role in refining product features and functionalities, ensuring they resonate with users. By implementing Objectives and Key Results (OKRs), he effectively tracks progress and drives accountability within his team, fostering a culture of continuous improvement.
Djaffer's proficiency in agile methodologies further enhances his ability to adapt to changing market conditions, allowing for rapid iterations and timely product releases. His commitment to leveraging technology to enhance advisor productivity has positioned Equisoft as a leader in the financial services sector, ultimately transforming how advisors interact with clients and manage their portfolios. Through his innovative approach and unwavering dedication, Djaffer is not only shaping the future of financial technology but also setting new standards for client engagement and satisfaction in the industry.
Head of Product | Advisor & Wealth at Equisoft in September 2024 to Present
Senior Product Manager | Portfolio & Wealth Management Solutions at Croesus in January 2023 to September 2024
Practice Leader | Discretionary Portfolio Management at Desjardins in December 2021 to December 2022
Product Manager | Investment Funds & ETFs at Desjardins in February 2017 to December 2021
Product development Specialist | Insurance at Desjardins in March 2014 to February 2017
Senior Technical Advisor | Insurance at National Bank Insurance Firm in April 2010 to March 2014
Senior Advisor | Insurance at National Bank Insurance Firm in August 2007 to April 2010
Actuarial Analyst | Insurance at Flexgroup in September 2006 to August 2007
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Product School, Micro-Certification, September 2026
University of Virginia Darden School of Business, Certificate, September 2026
Insurance Institute of Canada, CIP Program Courses, September 2026
UQAM | Université du Québec à Montréal, Bachelor's Degree (B.Sc.), September 2026
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Présentations
Analyse des flux de travail
Product Evaluations
PMLC
Product usage data
User Research
Generative user research
Qualitative Data
Product Discovery
Product Validation
Product Launch
Product Strategy
Market Analysis
Customer Analystics
Product Vision
Product Mission
Objectives and Key Results (OKRs)
Product Road Mapping
Prioritization
Méthodes agiles
Coordination de projet
Croesus Conseiller
Croesus Central
Kanban
Scrum
Simfund ISS Insights
Morningstar direct
Croesus Advisor
Coaching
Management
Underwriting
Sales
Sales Operations
Strategic Planning
Commercial Insurance
Customer Experience
Statistics
Property & Casualty Insurance
Product Development
Insurance
Stratégie de vente
Product Management
Product Marketing
Financial Reporting
Agile Methodologies
Financial Advisory
Mutual Funds
Customer Service
Negociation
Actuarial Consulting
Bancassurance
ETFs
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Discover more about EquisoftWhat is Djaffer Maloufi email address?
Email Djaffer Maloufi at [email protected] and [email protected]. This email is the most updated Djaffer Maloufi's email found in 2026.
How to contact Djaffer Maloufi?
To contact Djaffer Maloufi send an email to [email protected] or [email protected]. (updated on February 15, 2025)
What company does Djaffer Maloufi work for?
Djaffer Maloufi works for Equisoft
What is Djaffer Maloufi's role at Equisoft?
Djaffer Maloufi is Head of Product | Advisor & Wealth
What is Djaffer Maloufi's Phone Number?
Djaffer Maloufi's phone (416) ***-*172
What industry does Djaffer Maloufi work in?
Djaffer Maloufi works in the Computer Software industry.
Djaffer Maloufi Email Addresses
Djaffer Maloufi Phone Numbers
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