Job ref no.: CT3119391-01#0040
Sun Life Hong Kong Limited

Financial Planner / Senior Financial Planner

Sun Life Hong Kong Limited

  • Discretionary bonus
  • Examination leave
  • Insurance plan
  • Medical plan

Job Descriptions:

  • Provide professional financial services including protection, MPF and wealth management products to individual clients
  • Provide group and pension solutions to corporate clients 
  • Expand potential market with active exploration
  • Equip professional financial knowledge and skills constantly for on-going career development


  • Form 5 or above with 2 years working experience; or university graduate in any discipline
  • Proactive, Self-disciplined and Entrepreneurial-minded
  • Good Communication Skills and Strong Sense of Responsibility
  • PRC connection and proficient in Mandarin are advantages

We offer:

  • Income Builder Monthly Allowance HK$6,000 – HK$22,000
  • Attractive Commission Package plus Monthly & Yearly Incentive  
  • Comprehensive & Advanced Training for Professional Designations e.g.CFPCM
  • Overseas Conventions for Outstanding Performers
  • Opportunity to promote to managerial position
  • Provident Fund, Group Life and Medical Benefits
  • Applicants with relevant experience will be appointed as Senior Financial Planner

To apply:

Please send your full resume to [via CTgoodjobs Apply Now ] .Short-listed candidates will be invited to attend interview.



Only staff or respective agency members involved in the application will have access to the data submitted which are kept confidential. Under the Personal Data (Privacy) Ordinance, owner of information has the right to access or correct his/her personal data. The request for access to data or correction of data held by Sun Life Hong Kong Limited (‘the Company") should be addressed to Ms. Irene Chan for handling.

Successful candidates will be recruited as independent contractors with the Company.

Remuneration package, compensation and training are subject to relevant contractual terms.

More job information
Job ref no. CT3119391-01#0040
  • N/A
Job Function
Employment Term
  • Full-time
Career Level
  • Non-management level
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree
  • Master's degree